Client Success Client Success Manager

PT Brokeret Fintech Solutions; Tangerang; On-site; IDR 279,000,000 - 558,000,000; Full time

Job summary

PT Brokeret Fintech Solutions is seeking a Client Success Manager to own a portfolio of brokerage clients from go-live and throughout the engagement. You will detect risks early, keep systems healthy, and coordinate the right teams to act when issues arise.

You will monitor health checks, run reviews, manage incidents, drive cross‑functional improvements, and maintain dashboards and SLAs for clients and internal stakeholders.

Qualifications

• 3+ years in client success, operations, or technical account management in fintech/financial services.
• Familiarity with trading platforms and integration workflows.
• Clear communicator who can manage technical and non-technical stakeholders.

Responsibilities

• Own end-to-end relationship for an assigned set of brokerages after handover from onboarding.
• Regular health checks and structured reviews covering platform, connectivity, and operations.
• Coordinate incident management and drive resolutions with defined owners and timelines.
• Capture client feedback and track change requests with product/engineering.
• Maintain dashboards, SLAs, and concise status reports for clients and internal stakeholders.

Skills

Client success

Operations

Technical account management

Tools

MT5

cTrader

APIs

Job description

You will own a portfolio of brokerage clients from go‑live and throughout the life of the engagement. Your role is to detect risks early, keep systems and processes healthy, and coordinate the right team to act when things need to move.

What you'll own

• Full end-to-end relationship for an assigned set of brokerages after handover from onboarding.
• Regular health checks and structured monthly/quarterly reviews covering platform, connectivity, and operations.
• Incident coordination and escalation: drive incidents to resolution with clear owners and timelines.
• Ongoing improvements: capture client feedback, submit change requests, and track delivery with product/engineering.
• Reporting: maintain dashboard metrics, SLAs, and concise status reports for internal and client stakeholders.

A typical week

• Review monitoring dashboards, open tickets, and priority alerts first thing each day.
• Run one-to-one client check-ins and prepare material for scheduled reviews.
• Coordinate cross-functional response for incidents, including post-incident reviews and action items.
• Triage and prioritise change requests with product and engineering; update clients on timelines.
• Keep runbooks, onboarding checklists, and client documentation current.

What we look for

• 3+ years in client success, operations, or technical account management in fintech/financial services.
• Familiarity with trading platforms (MT5, cTrader), APIs, and integration workflows.
• Clear communicator who can manage technical and non-technical stakeholders.
• Proven incident-management, prioritisation, and process-improvement skills.