Customer Success and Engagement Manager

Wizpresso 濃說; Hong Kong Island; On-site; HKD 450,000 - 700,000; Full time

Benefits offered by this job

Innovative work at the intersection of AI and finance

Collaborative high-performing team

Job summary

A leading RegTech company in Hong Kong seeks a Customer Success and Engagement Manager to lead client engagement through demos, onboarding, and support. The role involves bridging business development and customer experience while ensuring clients maximize the value of the company's solutions. Candidates should have 3-5 years of experience in customer success or account management and be fluent in English, Cantonese, and Putonghua. The position is based in Hong Kong only.

Qualifications

• 3-5 years of experience in customer success, account management, or business development roles.
• Experience preferably in SaaS, RegTech, or FinTech sectors.
• Remote-only or overseas applications will not be considered.
• Proficiency with CRM tools (e.g., HubSpot) and virtual communication platforms (e.g., Zoom, Teams).
• Ability to manage multiple accounts and priorities in a fast-paced environment.
• Understanding of capital markets, ESG, or regulatory compliance solutions is an advantage.
• Native or fluent proficiency in English, Cantonese, and Putonghua (Mandarin) is required.

Responsibilities

• Conduct product demos and onboarding sessions for clients.
• Serve as the primary contact for post-sales engagement and customer satisfaction.
• Manage customer inquiries and technical issues in coordination with internal teams.
• Manage customer inquiries, technical issues, and escalation workflows in coordination with product and engineering teams.
• Identify cross-sell and upsell opportunities through ongoing relationship management.
• Collect user feedback and collaborate with the product team to improve usability, features, and integrations.
• Maintain accurate client records and engagement metrics in CRM systems.
• Support go-to-market activities, including client case studies, product marketing initiatives, and event participation.

Skills

Presentation skills

Communication skills

Interpersonal skills

CRM proficiency

Ability to manage multiple accounts

Understanding of capital markets

Fluent in English, Cantonese, and Putonghua

Education

Bachelor's degree in Business, Finance, Communication, or related field

Tools

HubSpot

Zoom

Teams

Job description

Hong Kong, Hong Kong SAR, Hong Kong Coverage & Solutions

About the job Customer Success and Engagement Manager

Wizpresso is an award-winning RegTech company based in Hong Kong that leverages domain-specific AIto streamline regulatory compliance, financial &ESG reporting, and due diligenceworkflows. Our solutions empower legal and compliance, sustainability, and assessment teamsto achieve greater accuracy, transparency, and efficiency.

Role Overview

We are seeking an experienced and driven Customer Success and Engagement Manager, based in Hong Kong, to lead client engagement across demos, onboarding, training, and ongoing support. This role bridges business development, customer experience, and product adoption, ensuring users extract maximum value from Wizpressos' solutions.

You will act as the key partner for enterprise clients, collaborating with internal teams to provide tailored support, gather feedback, and identify growth opportunities.

Responsibilities

• Conduct product demos, presentations, and onboarding sessions for new and prospective clients.
• Serve as the primary contact for post-sales engagement, ensuring customer satisfaction and retention.
• Deliver product and feature training sessions to clients and channel partners.
• Manage customer inquiries, technical issues, and escalation workflows in coordination with product and engineering teams.
• Identify cross-sell and upsell opportunities through ongoing relationship management.
• Collect user feedback and collaborate with the product team to improve usability, features, and integrations.
• Maintain accurate client records and engagement metrics in CRM systems.
• Support go-to-market activities, including client case studies, product marketing initiatives, and event participation.

Requirements

• Physically based in Hong Kong (remote-only or overseas applications will not be considered).
• Bachelor's degree in Business, Finance, Communication, or a related field.
• 3-5 years of experience in customer success, account management, or business development roles, preferably in SaaS, RegTech, or FinTech sectors.
• Strong presentation, communication, and interpersonal skills.
• Proficiency with CRM tools (e.g., HubSpot) and virtual communication platforms (e.g., Zoom, Teams).
• Ability to manage multiple accounts and priorities in a fast-paced environment.
• Understanding of capital markets, ESG, or regulatory compliance solutions is an advantage.
• Native or fluent proficiency in English, Cantonese, and Putonghua (Mandarin) is required.

Why Join Wizpresso

• Work at the intersection of AI, finance, and technology.
• Collaborate with a dynamic, high-performing team driving innovation in the RegTech ecosystem.