Customer Success Manager, Financial Services

5 hours agoSenior Singapore, Central, Singapore Onsite Full Time Customer Support Jobs by Tribeca Venture Partners

Skills

Churn Prevention Renewal Private Equity Asset Management Customer Success Generative Ai Hedge Fund Stakeholder Management Consultative Selling Presentation Data Analysis Venture Capital Investment Banking Client Relationship Management Discovery Account Management Product Adoption

About the Role

As a Customer Success Manager focused on Financial Services, you will play a critical role in driving product adoption and delivering ongoing value to clients, working closely with the wider account team to positively impact net retention. You'll engage directly with clients and develop a comprehensive understanding of their workflows, challenges, and goals, bridging the gap between the powerful capabilities of the technology and the domain-specific needs of financial professionals across Asset Management, Investment Banking, Private Equity/Venture Capital, and Hedge Funds. You will partner with account teams, leverage data driven insights to monitor engagement and detect churn risk, build and curate financial services use cases, forge strong client relationships, and contribute feedback to product development.

Requirements

2+ years' experience in a Financial Services role, or directly supporting Financial Services clients in a fintech/SaaS organisation, with exposure to Asset Management, Investment Banking, Private Equity/VC, or Hedge Funds workflows
Demonstrated interest in the transformative potential of AI for the financial sector
Proven capacity to engage stakeholders at all levels and explain technical solutions to business-oriented audiences
Exceptional ability to thrive on autonomy and drive workflow transformation
Highly articulate, consultative, and confident client-facing approach
Superior ability to build and maintain strong internal relationships
Ability to work cross-functionally and distill client feedback to GTM, Product, and Content teams
Minimum 2 years of work experience in a high growth fintech/SaaS firm in sales, client success, product, or a related client-facing or investment role within the Financial Services industry
High aptitude and willingness to learn
Outstanding oral, written, and presentation skills
Effective attention to detail, time management, and task prioritization

Responsibilities

Partner with GTM teams to drive commercial outcomes by collaborating with the Account Manager and account management team
Leverage data driven insights using internal data tools to monitor client engagement and identify growth opportunities
Detect early signs of churn risk to support retention and long-term account success
Build and curate Financial Services use cases through targeted discovery into clients' research workflows and pain points
Forge and maintain strong client relationships with investment professionals of all seniority levels
Deliver white glove service that puts clients' needs first
Contribute to product development by translating client feedback and sharing improvement requests internally