salesaicustomer successclient relationship managementfinancial servicesinvestment softwaremorningstar direct
Вакансия из Hirify Global, списка международных tech-компаний Для мэтча и отклика нужен Plus
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Чёткие клиентские обязанности в известной компании финансовых данных и ПО дают ценный опыт в отрасли, но работа в офисе четыре дня в неделю снижает гибкость.
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Много дней в офисеПонятные задачиОпыт в финтехе
Оценка от Hirify AI
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Описание вакансии
Текст:
Hirify AI/Оригинал
TL;DR
Customer Success Manager (Financial Services): Supporting institutional investment software clients using Morningstar Direct with an accent on product guidance, client relationships, and tailored solutions. Focus on driving adoption, renewals, workshops, sales collaboration, and improving workflows through financial data and AI-enabled tools.
Location: Tokyo, Japan; hybrid work with four days in-office each week in most locations.
Company
Provider of financial data, independent investment research, and institutional investment software solutions.
What you will do
Become a product expert on hirify.global Direct and advise institutional clients on best practices and effective use of the platform.
Build trusted client relationships, understand workflows and business objectives, and deliver tailored solutions that improve outcomes and customer value.
Collaborate with Sales on client needs, product mapping, demonstrations, trials, renewals, and upsell opportunities.
Manage service delivery, customer satisfaction, retention, and return on investment across an assigned client base.
Lead client workshops and user forums to train users and grow adoption.
Work with Product, Data, Sales, and Customer Success colleagues to improve services and address client challenges.
Requirements
Strong written, oral communication, and presentation skills.
Customer-centric and strategic approach with a curious, solution-driven mindset.
Fluency in Japanese and English.
Ability to develop strong internal and external partnerships and relationships.
Bachelor’s degree or equivalent.
Curiosity and openness to using new technologies, including AI-enabled tools, to improve productivity and client outcomes.
Nice to have
Experience in the financial services industry.
Culture & Benefits
Inclusive and entrepreneurial culture that embraces differences.
Global collaboration with colleagues, product managers, and employees worldwide.
Opportunities to deepen knowledge of financial markets, clients, data, analysis, and research.
Opportunities to develop technical skills and understanding.
Hybrid work environment with regular in-person collaboration and tools for engaging with global colleagues.
Casual dress code except for client meetings.
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