Client Success Manager

2 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China Canopy Full time
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:
  • 6+ 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

Mid-Senior level

Employment type

Full-time

Industries

IT Services and IT Consulting

#J-18808-Ljbffr

  • Hong Kong, Central and Western District, Hong Kong SAR China Hazeltree Full time

    About the Role:Hazeltree is seeking an experienced Client Success Strategist to join our growing team in Hong Kong. As a key member of our client success team, you will be responsible for developing and executing strategies to drive client satisfaction and retention. Your primary focus will be on building strong relationships with clients, identifying...


  • Hong Kong, Central and Western District, Hong Kong SAR China Hazeltree Full time

    About Hazeltree Fund Services Inc.: Hazeltree is a global leader in cloud-based treasury solutions, providing hedge funds and private equity firms with innovative technology to optimize liquidity, manage cash, and mitigate risk.Job Overview: This is a unique opportunity to play a pivotal role in client success, combining project management, relationship...


  • Hong Kong, Central and Western District, Hong Kong SAR China Hazeltree Full time

    About Hazeltree Fund Services Inc.Hazeltree is a global leader in cloud-based treasury solutions, providing innovative technology to optimize liquidity, manage cash, and mitigate risk. As we continue to expand our global presence, we are looking for a dynamic professional to join our growing team in Hong Kong.This is a unique opportunity to play a pivotal...


  • Hong Kong, Central and Western District, Hong Kong SAR China Hazeltree Full time

    About Treasury Operations at HazeltreeWe are seeking a highly skilled professional to lead client onboarding and success initiatives, leveraging their expertise in project management, relationship management, and financial services. As the primary point of contact for new clients, you will guide them through the onboarding and implementation process,...


  • Hong Kong, Central and Western District, Hong Kong SAR China Checkout Full time

    We are seeking an ambitious Enterprise Client Success Advocate to join our team. As a key member of our Enterprise Technical Account Management (TAM) team, you will be instrumental in building and maintaining strategic relationships with key clients in the Crypto and iGaming space, driving revenue growth, and delivering exceptional customer...


  • Hong Kong, Central and Western District, Hong Kong SAR China Marvelsoft Full time

    About UsMarvelsoft has been serving the global financial sector for over a decade, providing practical and dependable software solutions for trading and data analysis.Our team of experienced engineers, quants, and algo experts combine their knowledge to design and deliver cutting-edge technology. We specialize in creating solutions that help our partners...


  • Hong Kong, Central and Western District, Hong Kong SAR China Success Base Engineering Ltd Full time

    Job DescriptionAs a Site Agent at Success Base Engineering Ltd, you will play a critical role in the success of our facade curtain wall/metal works projects. Your primary responsibilities will include:Project Management SupportCollaborate with the Project Manager to ensure timely project delivery.Contribute to project planning, budgeting, and...


  • Hong Kong, Central and Western District, Hong Kong SAR China Hazeltree Full time

    What We OfferA competitive salary and performance-based incentives.Opportunities for professional growth, training, and career advancement in a dynamic and collaborative work environment.A chance to be part of a growing team shaping the future of treasury management in Asia.Required Skills and QualificationsTechnical & Industry Knowledge:Experience in...


  • Hong Kong, Central and Western District, Hong Kong SAR China S&P Global, Inc. Full time

    About the Role: Grade Level (for internal use): 10 The Role: Customer Success Manager, Greater China The Location: Hong Kong This position serves and supports business growth and customer retention, specifically in customer success, ensuring that the customer receives maximum value and benefit from our products and services. The position is also...


  • Hong Kong, Central and Western District, Hong Kong SAR China SPS UK&I Limited Full time

    Job SummaryWe are seeking an experienced Customer Success Strategist to join our team at SPS UK&I Limited. As a key member of our organization, you will play a crucial role in driving customer success and delivering exceptional results.As a Customer Success Strategist, you will be responsible for developing and sustaining a high-quality well-motivated team....


  • Hong Kong, Central and Western District, Hong Kong SAR China LinkedIn Full time

    Company Description LinkedIn is the world's largest professional network, built to create economic opportunity for every member of the global workforce. Our products help people make powerful connections, discover exciting opportunities, build necessary skills, and gain valuable insights every day. We're also committed to providing transformational...


  • Hong Kong, Central and Western District, Hong Kong SAR China Hornby Chapman Full time

    A leading Financial Institution with offices in multiple jurisdictions is looking for a Client Service Manager with a proven track record to join as a senior member of the client service team based in Hong Kong. Working in a team, the successful candidate, fluent in Cantonese, English and Mandarin will be tasked with managing a number of large clients in...


  • Hong Kong, Central and Western District, Hong Kong SAR China LinkedIn Full time

    At LinkedIn, we're committed to empowering professionals and businesses through our products and services. We're seeking a skilled Customer Success Strategist to partner with our customers and help them achieve their business objectives.The ideal candidate will have a strong understanding of customer success principles and be able to develop strategies that...


  • Hong Kong, Central and Western District, Hong Kong SAR China Tag Full time

    Senior People & Culture Business Partner HK & TW at Tag At Tag, we bring big ideas to life. As a leading creative production and sourcing partner, we work with some of the world's biggest brands and agencies, delivering content at scale to create campaigns that are more impactful, more effective and more efficient. We believe that the combination of...


  • Hong Kong, Central and Western District, Hong Kong SAR China Ogilvy Full time

    Ogilvy is a global advertising and marketing agency that has been creating impact for brands through iconic, culture-changing ideas since its founding 75 years ago.The company builds on this legacy through Borderless Creativity – innovating at the intersections of its capabilities with experts collaborating seamlessly across over 120 offices in nearly 90...


  • Hong Kong, Central and Western District, Hong Kong SAR China LinkedIn Full time

    The role of a Senior Customer Success Manager at LinkedIn involves partnering with customers to drive business success with our Hiring Solutions. The ideal candidate will have 5+ years of experience in customer success, account management, or a related field, and will be proficient in presenting to both small and large audiences. They will also have...


  • Hong Kong, Central and Western District, Hong Kong SAR China Octus Full time

    At Octus, we're a leading global provider of credit intelligence, data, and analytics. Our mission is to empower professionals with the insights they need to make informed decisions in the fast-paced credit markets.We're seeking a Customer Success Specialist who can provide top-notch service to our clients, ensuring their satisfaction and driving adoption of...


  • Hong Kong, Central and Western District, Hong Kong SAR China ITPro2 Limited Full time

    Job DescriptionWe are seeking a highly skilled Customer Success Coordinator Lead to join our team at ITPro2 Limited. As a key member of our customer success team, you will be responsible for driving business growth through strategic relationship management and customer engagement.Your primary focus will be on coordinating between CXOs and technical teams to...

  • Site Engineer

    3 days ago


    Hong Kong, Central and Western District, Hong Kong SAR China Success Base Engineering Ltd Full time

    Job SummarySucceed in a challenging role as a Site Agent at Success Base Engineering Ltd, leading facade curtain wall/metal works projects and overseeing in-house technicians and contractors. Key responsibilities include technical responsibility for structural aspects, project management assistance, and supervision of site operations.Key...


  • Hong Kong, Central and Western District, Hong Kong SAR China Inspectorio Full time

    Job Title: Strategic Customer Success Implementation ExpertWe are looking for a highly experienced professional to join our Customer Success team as a Strategic Customer Success Implementation Expert. In this role, you will be responsible for owning the entire implementation process, ensuring a seamless transition for Inspectorio clients.This is an excellent...