Client Success Manager (Financial Services)

TL;DR

Client Success Manager (Financial Services): Managing a portfolio of clients across Southeast Asia, Australia, and New Zealand to drive long-term success and retention with an accent on executive relationship management and commercial growth. Focus on identifying upsell opportunities, aligning cross-functional teams, and improving service delivery within regulated capital markets environments.

Location: Hybrid in Bonifacio Global City, Taguig, Philippines (at least 2 days per week in-office)

Company

hirify.global is a global financial technology company providing trading, market technology, and information services.

What you will do

• Serve as the primary point of contact for an assigned portfolio of clients across Southeast Asia, Australia, and New Zealand.
• Collaborate cross-functionally with Sales, Client Services, and Engineering to align strategic priorities and mitigate risks.
• Identify and accelerate upsell and cross-sell opportunities to drive portfolio growth and client retention.
• Drive measurable improvements in client satisfaction by positioning solutions to meet specific client goals.
• Optimize service delivery and internal team practices within the Client Success function.

Requirements

• Bachelor's degree or equivalent practical experience.
• 8+ years of experience in Customer Success, Account Management, or Professional Services within SaaS or consulting.
• Experience in capital markets or regulatory technology.
• Proven track record of leading executive-level conversations and building consensus among stakeholders.
• Proficiency in customer success tools such as Salesforce, Gainsight, or Planhat.
• Must be based in Taguig, Philippines to support the hybrid work model.

Nice to have

• Experience working with clients in Southeast Asia, Australia, or New Zealand markets.
• Familiarity with software development life cycles (SDLC) in regulated environments.
• Proficiency in additional languages beyond English.

Culture & Benefits

• Comprehensive HMO coverage for employees and their dependents.
• Financial rewards including an employee stock purchase plan, equity grants, and annual bonuses.
• Retirement plan and wellness perks, including free counseling sessions and fitness options.
• Subscription to e-learning platforms for professional growth.
• Inclusive workplace culture certified as a Great Place To Work in Manila.