updated 2 days ago
Client Success Executive
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Job description
Text:
TL;DR
Client Success Executive (Sales Support/Fintech): Supporting strategic account management through proposal coordination, client documentation, onboarding, system upgrades, and sales reporting with an accent on data accuracy, compliance, and stakeholder coordination. Focus on maintaining Salesforce data integrity, resolving billing issues, coordinating client consents, and preparing quarterly business reviews.
Location: Kuala Lumpur, Malaysia; hybrid
Company
is a global data and technology company serving markets including financial services, healthcare, automotive, agribusiness, and insurance.
What you will do
- Support strategic account management by coordinating agreements, proposals, sales documentation, and client consents.
- Create and maintain sales enablement materials, including guides, templates, and best practices.
- Maintain accurate records for proposals, policies, client access, and documentation to support compliance and audits.
- Coordinate client system upgrades and enhancements, tracking timelines and communicating updates.
- Work with finance and internal stakeholders to resolve billing and payment issues.
- Prepare sales performance reports, business reviews, presentations, and Salesforce data updates.
Requirements
- Diploma or bachelor's degree in business studies, administration, management, finance, marketing, or a related field.
- At least 1 year of experience in client success, sales support, account support, or a similar client-facing coordination role.
- Experience balancing a book of business and following up with internal teams.
- Ability to accurately document customer pain points, workflows, requests, product adoption, and progress.
- Experience conducting quarterly business reviews and preparing presentation materials.
Nice to have
- Familiarity with the banking, finance, or fintech industry.
Culture & Benefits
- People-first, inclusive, and purpose-driven culture.
- Work with a global organization of approximately 25,200 employees across 32 countries.
- Equal opportunity and affirmative action employer.
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