CareerPlan

Customer Success Manager

Hong Kong, Hong Kong, HKFull-time2026-10-20 → 2026-11-10

Core

Foster intimate relationships and act as a trusted advisor to customers using Workflow Solutions in Asset Management, Wealth Management, and Investment Banking to drive value creation, retention, and revenue expansion.

Role type

Senior Associate Customer Success Manager

Builds

Customer success plans, adoption strategies, and revenue expansion opportunities for financial services clients.

Domain

Financial Services / Capital Markets

Deliverable

client delivery

Required skills

Financial markets knowledge (Equities, FX, Fixed Income), Capital Markets understanding, client relationship management, data analysis, product demo delivery, onboarding and training.

Preferred skills

CFA or CFA Candidate, MBA, strong external network in Wealth/Capital markets.

Technologies

Workflow Solutions platform

Responsibilities

Develop and implement customer success strategy, monitor customer health and adoption metrics, deliver customised product demos, partner with sales leadership for retention insights, provide voice of customer to product teams, build strategic relationships to create advocates.

Seniority

Senior Associate