salesaiaccount managementcustomer successinvestment managementfinancial servicesmorningstar direct
Вакансия из Hirify Global, списка международных tech-компаний Для мэтча и отклика нужен Plus
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Хорошая вакансия
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Чётко очерченная клиентская роль в известной компании с инвестиционными данными даёт хороший опыт в финансовой отрасли, но работа в офисе и участие в продажах подойдут не всем.
?Связь с продажами
?Работа в офисе
Финансовые технологии
Международный опыт
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Описание вакансии
Текст:
Hirify AI/Оригинал
TL;DR
Customer Success Manager (Morningstar Direct/Financial Services): Supporting institutional investment software clients in Hong Kong by providing product guidance, tailored solutions, training, and renewal support with an accent on client workflows, investment products, and business outcomes. Focus on building client relationships, mapping needs to product capabilities, driving adoption and upsell opportunities, and collaborating with sales, product, and data teams.
Location: Hong Kong; onsite
Company
hirify.global develops institutional investment products that combine financial data, independent research, and technology.
What you will do
Become a product expert on hirify.global Direct and advise institutional clients on effective use of its services.
Build trusted client relationships, understand workflows and business objectives, and deliver tailored solutions that improve customer outcomes and return on investment.
Support sales, product demos, trials, renewals, and upsell opportunities by mapping client needs to hirify.global Direct capabilities.
Lead client workshops and user forums to train users and increase adoption.
Collaborate with Sales, Product, Data, and Customer Success teams to improve services and address client challenges.
Requirements
Fluency in Cantonese, Mandarin, and English is required.
Strong written and verbal communication and presentation skills.
Customer-centric, strategic, curious, and solution-driven mindset.
Ability to develop strong internal and external partnerships and relationships.
Bachelor’s degree or equivalent.
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 where differences are embraced.
Global collaboration with colleagues, product managers, and employees worldwide.
Exposure to diverse financial-industry clients, investment data, analysis, and research.
Opportunities to develop technical skills and industry understanding.
Casual dress code, except for client meetings.
The company describes a hybrid environment with regular in-person collaboration, typically four office days per week in many locations; this role is listed as onsite.
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