Client Success Manager (#FinTech)
Canopy Pte Ltd, Singapore

lt;lt;lt; Experience with digital user engagement is an absolute pre-requisite gt;gt;gt;

lt;lt; Singapore Citizen amp; PRgt;gt;

Canopy is a "make sense of your data" financial technology startup with traction in the market. We provide aggregation, visualization, analytics, and reporting services to financial institutions, wealth managers, and high-net-worth individuals. Our company is only successful when Canopy is actively used by our clients and that's why we are looking for a client success manager.

You will lead the activities to improve our client experience and user engagement.

Business strategy and analytics:

• Analyze client usage amp; behavior to better understand how our clients use our platform
• Define and monitor our client segments to determine profitability and product suitability
• Develop, implement, and refine target user engagement models to ensure our company is focused on client success

Client Relations:

• Manage day-to-day client communication and address ad hoc client queries and requests
• Manage Canopy community, the exclusive, by invite only social platform for HNWI
• Buildup and maintain relevant post-sales marketing materials, leaflets, and websites

Cross-functions:

• Provide input into the product development cycle and feature prioritization
• Conduct User Acceptance Testing ("UAT") for new product releases to ensure they are ready for our clients
• Assist the Sales amp; Marketing Team with client segmentation and marketing messageiHK

Requirements

• +5 years of financial industry experience in: customer experience / user engagement / wealth management
• Advanced degrees and/or professional qualifications (MBA, CFA, CPA, FRM etc) are an advantage
• Strong understanding of financial instruments amp; capital markets (amp; FinTech industry!)
• Experience building, implementing, and refining user engagement models
• Demonstrable team management skills and experience
• Impeccable communication skills
• Strong career ambitions
• Willingness to learn new things and get your hands dirty!
• Ability to speak in Mandarin or Cantonese will be an added advantage

Benefits

• Fun start-up culture
• Chance to make a real impact - and be rewarded for it!
• Opportunities to accelerate your career and drive your passion
• Flat management structure

We regret that only successful applicants will be contacted.

Job Rewards and Benefits