Customer Success Engineer

Quant Reports; Denpasar; On-site; IDR 167,400,000 - 279,000,000; Full time

Benefits offered by this job

Hybrid work

Learning stipend

Equipment budget

Flexible holidays

Job summary

Quant Reports is a fintech reporting platform that helps asset and wealth managers create branded, QR-coded factsheets, advice documents, and client communications at scale. Quant Reports is seeking a mid-level Customer Success/Onboarding specialist to own onboarding journeys, configure tenant settings, user roles, and brand assets, ensuring fast adoption across client teams.

You will collaborate with Product, Data, and Support, produce tutorials, and monitor 90-day KPIs including

Qualifications

• 2–4 years in Customer Success, Onboarding, Design Ops, or Marketing Ops (SaaS/fintech).
• Understanding of investments, asset classes, and performance metrics (m/m, YTD, 1Y p.a.).
• Strong written English and documentation skills.
• Attention to detail, visual taste, proactive problem-solving, service mindset.

Responsibilities

• Lead onboarding by configuring tenant settings, user roles, and brand assets.
• Configure and QA report templates including covers, tables, charts, DISCLAIMERS, and QR codes.
• Localize copy to match client tone and brand guidelines.
• Produce sample factsheets/advice docs and verify data integrity and QR links.
• Create tutorials: checklists, short videos, and GIFs for self-serve success.
• Coordinate with Product, Data, and Support to resolve activation issues.
• Track adoption metrics such as time-to-first-value and weekly active users.

Skills

Customer Success

Onboarding

Design Ops

Marketing Ops

English writing

Tools

Figma

Canva

Adobe

CSS

HTML

Google Sheets

Excel

CMS/Brand asset mgmt

Job description

Own the onboarding journey for asset and wealth managers and guide them to their first published QR-coded factsheet or advice document. You will combine light design skills, basic front-end styling, and crisp client communication to drive fast adoption.

Location: Denpasar, Hybrid or Remote (Indonesia-based preferred)

Seniority: Mid-level (2-4 years)

What you will do

• Lead onboarding: configure tenant settings, user roles, and brand assets (logos, colors, fonts).
• Configure and QA report templates: covers, tables, charts, DISCLAIMERS, and QR codes.
• Localize and refine copy to match client tone and brand guidelines.
• Produce sample factsheets/advice docs; verify data integrity and QR links.
• Create tutorials: checklists, short videos, and GIFs for self-serve success.
• Coordinate with Product, Data, and Support to resolve activation issues.
• Track adoption metrics (time-to-first-value, week-1/week-4 actives).

What you bring

• 2-4 years in Customer Success, Onboarding, Design Ops, or Marketing Ops (SaaS/fintech).
• Understanding of investments: asset classes, performance metrics (m/m, YTD, 1Y p.a.), benchmarks.
• Strong written English and documentation skills.
• Attention to detail, visual taste, proactive problem-solving, service mindset.

Technical skills

• Design tools: Figma, Canva, or Adobe (foundational).
• Web basics: CSS and HTML for styling QR components and templates.
• Data hygiene: Google Sheets/Excel (percentages, dates, VLOOKUP).
• Familiar with client portals/CMS/brand asset management.

Tools / stack

• Figma, Canva, Google Workspace, basic code editors (HTML/CSS).
• Slack, Jira/Asana, screen-recording tools.

90-day KPIs

• Median time-to-first-value for QR-coded reports <= 10 days.
• = 80% of new customers publish >= 1 QR-integrated report.
• Onboarding CSAT >= 4.5/5.

About Quant Reports

Quant Reports is a fintech reporting platform that helps asset and wealth managers create branded, QR-coded factsheets, advice documents, and client communications at scale.

Benefits

• In-office / Hybrid
• Learning stipend and equipment budget.
• Flexible public holiday policy.