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Client Success Manager - Financial Services (SaaS)
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Описание вакансии
Текст:
TL;DR
Client Success Manager - Financial Services (SaaS): Managing strategic client portfolios across Southeast Asia, Australia, and New Zealand with an accent on executive relationships, client retention, and commercial growth. Focus on leading business reviews, resolving cross-functional client issues, identifying upsell opportunities, and improving service delivery.
Location: Bonifacio Global City, Taguig, Philippines; hybrid with at least 2 days per week in the office
Company
provides financial market infrastructure, technology, and regulatory solutions to clients worldwide.
What you will do
- Manage a portfolio of clients across Southeast Asia, Australia, and New Zealand as the primary point of contact.
- Track project progress, manage relationships, and lead executive business reviews.
- Partner with Sales, Client Services, Client Support, and Engineering to address client needs and mitigate risks.
- Identify upsell and cross-sell opportunities that support portfolio growth and client retention.
- Improve client satisfaction by aligning solutions with customer goals and measurable outcomes.
- Drive continuous improvements in client success processes and service delivery.
Requirements
- Bachelor's degree or equivalent practical experience.
- 8+ years of experience in Customer Success, Account Management, or Professional Services within a SaaS or consulting organization.
- Experience in capital markets or regulatory technology is preferred.
- Ability to lead executive-level client conversations, resolve issues, and build consensus among stakeholders.
- Strong commercial competence and the ability to translate client needs into actionable outcomes.
- Proficiency with Salesforce, Gainsight, Planhat, or similar customer success platforms.
Nice to have
- Experience working with clients in Southeast Asia, Australia, or New Zealand.
- Familiarity with software development life cycles and technology deployment in regulated environments.
- Additional languages beyond English.
Culture & Benefits
- Hybrid work environment with office attendance subject to change.
- HMO coverage for employees and dependents.
- Employee stock purchase plan, equity grant, retirement plan, and annual bonus.
- Free counseling sessions and subscriptions to e-learning platforms.
- Fitness, wellness, and other employee experience benefits.
- Inclusive workplace with reasonable accommodation throughout the hiring process.
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