Client Success Analyst

Nasdaq, Inc; Hong Kong; Hybrid; HKD 420,000 - 660,000; Full time

Benefits offered by this job

Hybrid work model

Total rewards program

Equal opportunity employer

Job summary

Nasdaq, Inc. in Hong Kong seeks a Client Success Analyst to help institutional investors unlock value from our ESG platform, supporting data collection, sustainability reporting, and portfolio insights.

You will guide onboarding, configure workflows, and act as the bridge between clients and product teams in a fast-paced fintech environment. The role requires 3–5 years in client-facing SaaS, a background in ESG data, and strong Excel and communication skills.

Qualifications

• Bachelor's degree or equivalent practical experience.
• 3–5 years in Client Success or similar role in SaaS.
• Experience with ESG data and reporting frameworks.
• Strong analytical and problem-solving skills.
• Advanced Excel for data analysis.
• Clear communicator with strong organization.

Responsibilities

• Guide onboarding and platform adoption, configuring workflows.
• Advise ESG framework alignment incl. TCFD, SFDR, PCAF.
• Serve as primary contact for queries between clients and internal teams.
• Lead investigation of data incidents and root causes.
• Support retention and growth through business reviews.

Skills

ESG data

Analytical thinking

Excel expert

Client communication

SaaS experience

Education

Bachelor's degree

Tools

Power BI

Job description

As a Client Success Analyst reporting to the Head of APAC Client Success, you'll play a critical role in helping institutional investors and investment managers unlock the full value of Dasseti's platform — supporting ESG data collection, sustainability reporting, and portfolio-level insights at every stage of the investment lifecycle. You'll thrive in this position if you're client-focused, analytically minded, and bring a genuine passion for ESG and sustainable finance to a fast-paced, high-impact fintech environment.

Key Responsibilities

• Guide clients through onboarding and platform adoption, configuring end-to-end workflows (entity management, questionnaires, portfolio structures, data analytics and reporting).
• Advise clients on how to align platform configuration with key ESG frameworks and regulations, including TCFD, SFDR (PAI indicators), EDCI, and PCAF financed emissions methodologies.
• Act as the primary point of contact for functional and technical queries, bridging client needs and internal data, reporting, and product teams.
• Lead investigation and resolution of data incidents, tracing root causes across system logs, audit trails, and portfolio imports.
• Contribute to client retention and growth by participating in business reviews, identifying expansion opportunities, and proactively managing client health.

Required Qualifications

• Bachelor's degree in Business, Finance, Economics, Environmental Science, Sustainability, or a related field, or equivalent practical experience.
• 3-5 years of experience in Client Success, Account Management, or a similar client-facing role within a SaaS environment.
• Demonstrable experience with ESG and sustainability data, carbon accounting, or sustainability reporting frameworks (e.g., TCFD, SFDR, EDCI, GHG Protocol, PCAF).
• Strong analytical and problem-solving skills, with the ability to translate complex client requirements into practical platform solutions.
• Advanced proficiency in Microsoft Excel for data analysis and reporting.
• Clear communicator with excellent organizational skills and the ability to manage multiple priorities in a global, fast-moving environment.

Preferred Qualifications

• Experience with Power BI or similar business intelligence tools, including data dictionaries and data models.
• Familiarity with industry classification systems (e.g., NACE, GICS) and investment structures (funds, entities, look-through).
• A relevant ESG qualification (e.g., CFA Certificate in ESG Investing) or experience supporting institutional investors and senior client stakeholders.

Benefits & Rewards

We offer a competitive, well‑rounded rewards package designed to support the financial, physical, and emotional well‑being of our employees and their families (where applicable). We utilize a structured job architecture and career framework to ensure growth opportunities are transparent, fair, and accessible to all employees.

This position will be located in Hong Kong and offers the opportunity for a hybrid work environment at least 3 days a week in‑office, subject to change.

Nasdaq is an equal opportunity employer.

We welcome applications from candidates of all backgrounds and identities.

We are committed to fostering an inclusive workplace where diverse perspectives, experiences, and identities are valued and celebrated.

We ensure that individuals with disabilities are provided with reasonable accommodation throughout the hiring process.

We’re proud to be the engine behind the world’s capital markets. But we don’t stop there. We build the technology that drives transparency, trust, and access—helping economies grow and people thrive. Our purpose is to advance economic progress for all. Whether you’re a client, a colleague, or part of our broader community, we’re here to move markets—and possibilities—forward.

Join our Talent Community to stay in the loop on upcoming roles, events, and new opportunities across Nasdaq. Our hybrid work model, NasdaqBlend, gives you flexibility to do your best work—whether that’s from home, in the office, or a mix of both.

We’re a global team of over 8,500 innovators across 38 countries, united by a shared purpose: advancing economic progress for all. It’s not just what we do—it’s how we do it, together.

Want a deeper look into our culture? Explore our Culture Book.

We support your success through You&Q, our total rewards program that covers every dimension of life—from building wealth and growing your career to prioritizing well‑being and family care.

Join the Team Advancing Economic Progress for All.