4 дня назад
Client Success Manager (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Success Manager (Fintech): Managing strategic B2B client accounts for a SaaS and human-in-the-loop platform with an accent on relationship ownership, proactive account planning, and cross-functional coordination. Focus on monitoring compliance and operational milestones, reducing client effort, identifying risks and expansion opportunities, and improving retention and client experience.
Location: Remote
Company
is an international fintech startup combining SaaS with human-in-the-loop services to provide real-time accounting, bookkeeping, and business administration support.
What you will do
- Manage a portfolio of strategic B2B clients with complex business structures throughout the client lifecycle.
- Build long-term relationships with decision-makers and serve as the primary contact for commercial and operational matters.
- Conduct regular account reviews and Quarterly Business Reviews, prepare account plans, and monitor renewals, statutory deadlines, and business milestones.
- Coordinate Accounting, Corporate Secretarial, Tax, Payroll, KYC, Client Support, Product, Operations, and Sales stakeholders.
- Identify risks, opportunities, expansion potential, and renewal opportunities while supporting long-term retention.
- Improve client experience through proactive recommendations, accurate communication, feedback collection, and clear account documentation.
Requirements
- At least 3 years of experience in Key Account Management, Customer Success, Relationship Management, or Client Success.
- Experience managing high-value B2B clients and complex stakeholder relationships.
- Experience coordinating multiple internal teams and driving follow-ups to completion.
- Ability to manage client communications, account documentation, risks, milestones, and operational deliverables.
- Success is measured through CSAT, IQS, NPS, renewal rate, upsells, account health, proactive engagement, and documentation quality.
Nice to have
- Experience in a Corporate Service Provider, accounting, corporate secretarial, tax, or professional services environment.
- Experience supporting SMEs or founder-led businesses.
Culture & Benefits
- Remote working arrangement with an agile model focused on goals and performance.
- Multicultural environment with colleagues across worldwide offices.
- Learning opportunities and mentorship from peers and leaders.
- Office laptop provided.
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