Client Experience Analyst | Fintech / SaaS

Kureos; Mexico; On-site; PHP 480,000 - 720,000; Full time

Job summary

Kureos in the Philippines is hiring a Client Experience Analyst to support clients on a fintech SaaS platform across global markets, blending relationship management with technical product knowledge. You’ll build trusted client relationships, troubleshoot queries, deliver product demos and training, support onboarding and configuration, and collaborate with Sales, Product and Client Experience teams.

Fluency in English, Spanish and Portuguese is required; success comes from being proactive,

Qualifications

• Experience in a client-facing SaaS or fintech support environment.
• Strong communication and problem-solving skills.
• Willingness to learn and take ownership.

Responsibilities

• Build trusted client relationships and be the day-to-day contact.
• Troubleshoot client queries and develop product knowledge.
• Deliver product demos and client training.
• Support onboarding and platform configuration.
• Run client check-ins and drive engagement and adoption.
• Collaborate with Sales, Product and Client Experience teams.
• Identify ways to improve and automate processes.
• Gain exposure to fintech and global financial markets.

Skills

Client relationship management

Troubleshooting

Product demos

Training delivery

Onboarding

Cross-functional collaboration

Process improvement

Fintech exposure

Multilingual communication

Tools

CRM software

SaaS platforms

Helpdesk tools

Job description

Want to build a career combining client relationships, technology and financial markets?

We’re hiring a Client Experience Analyst to join a growing fintech business, supporting clients using a SaaS platform across global financial markets.

This is a great next step if you have a few years’ experience in client services, customer success, account management or support and want to broaden your skills while taking on more responsibility.

What you’ll get involved in:

• Build relationships with clients and become a trusted day-to-day contact
• Troubleshoot client queries and develop your technical product knowledge
• Deliver product demos and client training
• Support onboarding, platform setup and configuration
• Run client check-ins and help drive engagement and adoption
• Work closely with Sales, Product and Client Experience teams
• Identify ways to improve and automate processes
• Gain exposure to fintech and global financial markets

What we’re looking for:

You’ll be proactive, organised and comfortable speaking with clients. You’ll enjoy solving problems, learning how technology works and taking ownership rather than simply passing issues on.

Experience in a client-facing, SaaS, fintech or support environment would be valuable, but curiosity, communication skills and a desire to learn and progress are just as important.

Fluency in English, Spanish and Portuguese is required.

If you’re looking for a role where you can develop across account management, client success and technical support, this could be an excellent next move.

While establishing more heavily in Central and Southern America, candidates will be employed via Employment of Record with a trusted partner to the business.