Client Success Manager (Family Office Solution)

Canopy; Singapore; On-site; SGD 70,000 - 90,000; Full time

Job summary

A wealth management technology firm in Singapore is seeking a highly motivated Client Success Manager. This role involves developing key client relationships, overseeing contract renewals, and identifying upselling opportunities. The ideal candidate will have 3-5 years in account management within the financial services or SaaS industry. The position offers a full-time employment opportunity with a focus on client retention and growth through strategic account planning.

Qualifications

• 3-5+ years of experience in account management, client success, or sales.
• Strong negotiation, communication, and relationship-building skills.
• Proficiency in CRM tools and client management platforms.

Responsibilities

• Develop and nurture relationships with key stakeholders.
• Drive client contract renewals and identify upselling opportunities.
• Track and report on client metrics and conduct quarterly business reviews.

Skills

Account management

Client relationship management

Negotiation skills

Analytical abilities

Communication skills

Tools

CRM tools

Job description

Client Success Manager (Family Office Solution)

Client Success Manager (Family Office Solution)

Canopy is a Singapore-headquartered wealth data aggregation and insights platform that helps high-net-worth individuals (HNWIs) and wealth professionals make better investment decisions with anonymized financial data.

Our cutting-edge wealth management technology enables seamless account aggregation, portfolio analytics, and client reporting, delivering value to Family Offices, HNWIs, Wealth Managers, External/Independent Asset Managers, Private Bankers, Trustees, and Fiduciaries.

We specialize in:

Data aggregation & standardization – Collecting financial data from custodians, banks, brokers (PDFs, CSVs, APIs, SWIFT).

Reconciliation & enrichment – Ensuring accurate, cleansed, and structured data for analysis.

Analytics & reporting – Providing real-time insights into asset allocation, portfolio performance, and risk management.

Our vision is to become a world-class financial digital enabler in wealth management, empowering clients globally. We make financial data aggregation effortless and provide deep insights that drive informed decision-making.

Backed by leading global VCs and family offices, Canopy secured fresh funding in 2023 and 2024 and is now on the cusp of exponential growth. We're looking for entrepreneurial talents to join us on this journey.

Client Success Manager (Family Offices)

We are seeking a highly motivated and strategic CSM to drive client renewals, upsells, and commercial negotiations. This role requires strong relationship management skills, a deep understanding of client needs, and the ability to identify growth opportunities within existing accounts.

Client Relationship Management

• Develop and nurture strong relationships with key stakeholders, serving as the primary contact for business discussions.
• Develop a deep understanding of client goals, organisational structure, and decision-making processes.
• Maintain regular communication with clients through email, calls, and in-person meetings.
• Proactively manage and drive client contract renewals, ensuring high retention rates.
• Identify and close upselling and cross-selling opportunities with the sales team.
• Negotiate commercial terms and pricing structures to optimize client value and business revenue.

Strategic Account Planning

• Develop and implement account plans to align client objectives with Canopy’s solutions.
• Monitor account performance metrics, including financial trends, product usage, and engagement.
• Identify at-risk accounts and work with internal stakeholders to implement mitigation strategies.

Collaboration & Internal Advocacy

• Advocate for client needs internally, providing feedback to product, marketing, and operations teams.
• Partner with the data operations team to ensure accurate and timely delivery of solutions.

Reporting & Analytics

• Track and report on client metrics, including revenue, usage, and satisfaction scores.
• Conduct quarterly business reviews (QBRs) to present value delivered and align on future opportunities.

Requirements:

• 3-5+ years of experience in account management, client success, or sales within the financial services or SaaS industry.
• Strong negotiation, communication, and relationship-building skills.
• Ability to identify growth opportunities and drive revenue expansion.
• Analytical ability to assess client data and identify trends.
• Proficiency in CRM tools and client management platforms.
• Experience working with financial institutions, wealth managers, or family offices is a plus.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

• Industries

  IT Services and IT Consulting

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