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Financial Services Strategist

3 weeks ago

Hong Kong, Central and Western District, Hong Kong SAR China Canopy Full time
Our Vision
We aim to become a world-class financial digital enabler in wealth management, providing seamless account aggregation, portfolio analytics, and client reporting solutions to our clients globally.

Job Description
This role involves developing and implementing strategic account plans to drive client renewal, upsell, and commercial negotiations. The successful candidate will have a strong background in account management, client success, or sales within the financial services or SaaS industry.

Key Accountabilities:
  • Develop and execute account plans to align client objectives with CANOPY's solutions.
  • Maintain regular communication with clients through various channels.
  • Proactively identify growth opportunities and work with internal stakeholders to implement mitigation strategies.
  • Negotiate commercial terms and pricing structures to optimize client value and business revenue.

Essential Skills:
  • 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.