One of Singapore's leading WealthTech SaaS platforms is looking for a Client Success Manager to join and play a pivotal role in managing their family office and asset management client relationships.
Your role would be managing all client relationships with family offices. This will encompass all aspects of the client lifecycle, from ensuring renewals and identifying upsell opportunities to analyzing usage data/trends and negotiating commercial terms with existing clients.
The company develops investment data aggregation and analytics technology, enabling clients to make better investment decisions. You would be joining an innovative team positioned for significant growth after recent funding rounds.
Responsibilities:
- Client Management - drive contract renewals and identify revenue opportunities.
- Analyse client usage patterns and keep up to date with family office market trends.
- Leverage their CRM system to proactively initiate communication and coordination with clients.
- Develop strategic account plans for client growth and retention.
Responsibilities:
- 6+ years in account management, client success, or sales in financial services/SaaS.
- Essential practical knowledge of family office operations and structures.
- Strong relationship-building and negotiation skills.
- Ability to work both independently and collaboratively with internal teams.
Compensation:
- $7,000 - $8,500 per month
- Up to 30% bonus
- Hybrid working - 3 days in office, 2 days from home
- Central office location
For more information, please apply.
EA Licence No: 11C5502 | R2094557
