Client Success Analyst

Nasdaq; Hong Kong; Hybrid; HKD 480,000 - 600,000; Full time

Job summary

Nasdaq in Hong Kong is seeking a Client Success Analyst to support institutional investors with ESG data collection, reporting, and portfolio-level insights. You will guide onboarding, configure workflows, and advise on ESG frameworks like TCFD, SFDR, EDCI, and PCAF.

You’ll serve as the primary contact for queries, help resolve data incidents, and contribute to client retention in a fast-paced fintech setting.

Qualifications

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

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 aligning platform configuration with ESG frameworks and regulations (TCFD, SFDR, EDCI, PCAF).
• Act as the primary contact for functional and technical queries, bridging client needs with internal teams.
• Lead investigation and resolution of data incidents by tracing root causes in logs and audits.
• Contribute to client retention and growth through business reviews, identifying expansion opportunities and managing client health.

Skills

Client-facing experience

ESG data & sustainability

Analytical problem solving

Excellent communication

Advanced Excel

Education

Bachelor's degree in Business, Finance, Economics, Environmental Science, Sustainability

Tools

Microsoft Excel

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. While this role will cover a broad range of clients within the investment management industry, there will be a focus on ESG clients.

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.

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.

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.

Come as You Are

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.