Relationship Development Specialist

3 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Canopy Full time
About the Role
We're seeking a highly skilled Client Success Manager 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.

Main Responsibilities:
  • 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.

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.


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