Customer Success Manager

Techlinker Asia; Hong Kong; On-site; HKD 380,000 - 600,000; Full time

Job summary

Techlinker Asia, a leading AI-powered fintech firm, is seeking a passionate Customer Success Manager to drive product engagement and strengthen client relationships. You will support retention and expansion revenue across FI clients, partnering with Account Managers and product teams.

The role requires 1–5 years in B2B CS or account management, experience with fund management or SaaS, and strong communication, data analysis, and CRM proficiency.

Qualifications

• 1–5 years in B2B Customer Success, Account Management, or related client-facing role.
• Experience in fund management, securities, SaaS, internet, or FinTech preferred.
• Excellent communication and empathy to understand client needs and provide solutions.

Responsibilities

• Client onboarding and engagement to drive product adoption and activity.
• Regular touchpoints via phone, email, and in-person meetings; collect feedback.
• Monitor usage and proactively boost activity aligned to targets.
• Drive renewals and identify upsell/cross-sell opportunities with Account Managers.

Skills

Client relationship management

Communication

Empathy

Data analysis

Education

Bachelor's degree in Finance, Marketing, Business Administration, or related field

Tools

Salesforce

Fenxiang Sales

Job description

Our client is a leading AI-powered fintech firm specialized in investment research and financial intelligence solutions, serving over 80,000 investment professionals across more than 6,000 financial institutions. We are seeking for a passionate and detail-oriented Customer Success Manager to join the team. In this role, you will drive product engagement, strengthen client relationships, and play a key role in retention and expansion revenue. The ideal candidate will have prior experience serving FI clients.

Job Highlight:

• Client Onboarding & Engagement: Manage and nurture relationships with signed clients through proactive service, product training sessions, and timely resolution of enquiries to ensure high product adoption and user activity.
• Client Communication: Conduct regular touchpoints via phone, email, and in-person meetings; collect and track client feedback, and collaborate with the product team to drive improvements in functionality and user experience.
• Usage Monitoring & Satisfaction: Monitor client product usage patterns, ensure high satisfaction levels, and proactively boost account activity rates in line with company targets.
• Renewals & Upselling: Drive client renewal rates to meet company objectives; identify and guide upsell and cross-sell opportunities in partnership with Account Managers to generate incremental revenue.
• Joining a high-growth AI company that recently completed its Series A funding round
• Gaining exposure to one of the most in-demand sectors globally, at the intersection of AI and financial services.
• Working closely with an experienced leadership team comprising professionals from leading institutional investment firms and technology companies.

Who We’re Looking For

• Bachelor's degree or above in Finance, Marketing, Business Administration, or a related field.
• 1–5 years of experience in B2B Customer Success, Account Management, or a related client-facing role.
• Prior experience in fund management, securities, SaaS, internet, or FinTech industries is highly preferred.
• Excellent communication skills and empathy — able to quickly understand client needs and deliver professional solutions.
• Strong data analysis skills; proficient in Excel and CRM systems (e.g. Salesforce, Fenxiang Sales).
• Results-driven with outstanding problem-solving skills and resilience under pressure.
• Proven ability to collaborate cross-functionally and coordinate resources to resolve client issues efficiently.
• Familiarity with Customer Success methodologies and a systematic understanding of client lifecycle management.