Client Success Manager

5 days ago

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

About Hazeltree Fund Services Inc.

We are a global leader in cloud-based treasury solutions, helping hedge funds and private equity firms optimize liquidity, manage cash, and mitigate risk. As we expand globally, we seek a skilled professional to join our team in Hong Kong.

This role offers a unique blend of project management, relationship management, and financial expertise, driving client success and strategic growth.

Key Responsibilities:

  1. Onboard Clients: Serve as a trusted advisor, guiding clients through the implementation of Hazeltree's treasury solutions.
  2. Manage Projects: Develop and execute project plans, manage timelines, and ensure seamless delivery of solutions.
  3. Build Relationships: Foster strong relationships with key decision-makers at hedge funds and private market firms, understanding their unique needs.
  4. Growth Opportunities: Identify upsell and cross-sell opportunities to expand Hazeltree's footprint within existing accounts.
  5. Client Success: Provide expert training, proactive support, and ongoing engagement to maximize client retention and satisfaction.
  6. Cross-Functional Collaboration: Work closely with Product Development, Engineering, and Client Services teams to enhance our solutions and advocate for client needs.
  7. Financial Expertise: Apply your knowledge of financial instruments, cash management, and treasury operations to support clients effectively.

Qualifications & Requirements:

Technical & Industry Knowledge:

  • Experience in project management and/or account management, ideally within financial services, fintech, or SaaS solutions.
  • Strong understanding of financial instruments, cash management, and treasury operations.
  • Familiarity with hedge funds, private equity, and alternative investments is a plus.

Soft Skills:

  • Analytical & Problem-Solving: Ability to analyze client needs and develop strategic solutions.
  • Communication: Strong verbal and written communication skills to engage with both technical and non-technical stakeholders.
  • Collaboration: Ability to work cross-functionally with internal teams and clients.
  • Time Management: Strong multitasking and prioritization skills in a fast-paced environment.
  • Proactive Mindset: A self-starter attitude with a passion for client success and continuous improvement.

Education & Experience:

  • Bachelor's degree in Finance, Business, Economics, or a related field.
  • 3+ years of experience in project management, client onboarding, or account management.
  • Experience in fintech, SaaS, or financial services is highly preferred.

What We Offer:

  • Competitive salary and performance-based incentives.
  • Opportunities for professional growth, training, and career advancement.
  • A dynamic, collaborative, and entrepreneurial work environment.
  • A chance to be part of a growing team shaping the future of treasury management in Asia.

  • Client Success Manager

    13 hours 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...

  • Client Success Manager

    5 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China ConnectedGroup Full time

    Merchant Relationship ExecutiveOur client seeks an experienced Merchant Relationship Executive to drive business growth and development. The successful candidate will be responsible for building and maintaining strong relationships with existing merchants, identifying new business opportunities, and delivering exceptional customer service.Key...

  • Enterprise Client Success Manager

    2 days ago

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

    Job Summary">We're seeking a skilled Enterprise Client Success Manager to join our team at Checkout. As a key member of our sales organization, you will play a critical role in building and maintaining strong relationships with key clients in the Crypto and iGaming space.">Key Responsibilities">">Client Relationship Management">You will establish and...

  • Client Success Manager

    4 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Links International Full time

    The Client Success Manager - Asia role at Links International is an exciting opportunity for a seasoned professional to lead our wealth management efforts in Asia. As a key member of our team, you will be responsible for driving business growth, developing strategic relationships, and providing exceptional service to clients.About the Role:Develop and...

  • Greater China Client Success Manager

    2 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Meta Full time

    About the RoleThe Greater China Client Success Manager is a strategic and enthusiastic solution-driver and business consulting specialist who puts our customers at the core. This role is embedded in the sales team to build executional and functional partnerships, use data and analytics to devise comprehensive solutions for our clients, and drive revenue by...

  • Client Onboarding and Success Manager

    2 days ago

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

    Job OverviewThis is an exceptional opportunity to combine project management, relationship management, and financial expertise in a dynamic environment.As the primary point of contact for new clients, you will guide them through the onboarding and implementation process, ensuring a seamless transition to Hazeltree's cutting-edge treasury management...

  • Client Success Advocate

    7 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China KV Technology Full time

    Job Summary:We are seeking a dedicated Product Expert to join our client support team. The ideal candidate will possess in-depth knowledge of our product offerings and excel in delivering exceptional support to our clients.

  • Client Success Manager, Apps

    7 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Meta Full time

    About This Opportunity:We are seeking a skilled Client Solutions Manager to join our Greater China team. As a strategic business consultant, you will put our customers at the core and drive revenue growth by negotiating and optimizing opportunities that deliver on our client's business objectives.In this role, you will be responsible for building executional...

  • Client Success Specialist

    5 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China iCapital Full time

    The Role">We are seeking a Client Delivery Specialist Associate to join our Data Solutions team in Hong Kong. This role will be responsible for setting up and maintaining financial software applications, assisting clients with issues, working on special projects, and performing ad-hoc tasks associated with building an innovative company.This role combines...

  • Client Success and Growth Strategist

    2 days ago

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

    Take your career to the next level as a Client Account Manager at SPS UK&I Limited in Hong Kong. This exciting opportunity allows you to drive business growth, develop strategic partnerships, and lead cross-functional teams. Join our team of innovators and make a real impact!About the Job:Develop and expand business through strategic partnerships and joint...

  • Customer Success Manager

    4 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China TransUnion Full time

    About the Role: We are seeking a highly skilled and experienced professional to join our Member Engagement and Support team as a Customer Success Manager. This role will be responsible for providing excellent customer support, ensuring client satisfaction, and collaborating with other departments to deliver a seamless member experience. About Us: TransUnion...

  • Customer Success Manager Architect

    4 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Avature Full time

    A Customer Success Manager Architect (CSM) career in IBM means a career where you're helping clients fully realise the value of their existing IBM products, whilst growing their adoption of next-generation technologies from across IBM's wider portfolio. It means being a trusted strategic advisor to some of the world's most transformational enterprises and...

  • Customer Success Strategist

    2 days ago

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

    Transformative Role in Customer SuccessThe Senior Customer Success Manager plays a pivotal role in driving the growth and success of LinkedIn's customers. This position requires a skilled professional to partner closely with assigned sales partners, ensuring that customers achieve significant returns on investment (ROI) and drive business success with their...

  • Associate, Client Management

    2 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Coleman Research Full time

    Associate - Client Management About Us At VISASQ/COLEMAN, we connect businesses with hard-to-find expertise through our extensive global network of subject matter experts. VISASQ/COLEMAN is a partnership formed by VisasQ Inc., Asia's leading expert network and the only publicly traded company in our field. Through VisasQ's merger with Coleman Research, a...

  • Client Experience Manager

    7 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China BCD Meetings & Events Full time

    Job Overview:As a Client Experience Manager, you will play a critical role in building and maintaining strong relationships with our clients. The ideal candidate will have exceptional communication skills, attention to detail, and the ability to work well under pressure.Key Responsibilities:Main point of contact with clients, providing consultative approach...

  • Client Relationship Manager

    4 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Williams Lea Full time

    At Williams Lea, we are seeking a seasoned professional to take on the role of Client Relationship Manager. This individual will be responsible for fostering strong relationships with our clients, driving service enhancement opportunities, and ensuring seamless delivery of our services.The ideal candidate will possess excellent communication skills, be able...

  • Customer Success Program Manager

    7 days ago

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

    We're looking for a skilled Customer Success professional to join our team as a Senior Customer Success Manager. In this role, you'll work closely with sales partners to ensure our customers achieve significant returns on investment (ROI) and drive business success with our Hiring Solutions.">About the RoleYou'll be responsible for partnering with various...

  • Client Relationship Manager

    4 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Classy Wheeler Limited Full time

    Classy Wheeler Limited is seeking a Client Relationship Manager to join our team. The successful candidate will be responsible for building and maintaining strong relationships with clients and driving sales growth.Job Description:Key Responsibilities:Develop and implement sales strategies to achieve business objectivesBuild and maintain strong relationships...

  • Customer Success Strategist

    4 days ago

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

    Company Overview">At LinkedIn, we're committed to empowering professionals and helping businesses succeed. Our platform provides unparalleled opportunities for networking, skill-building, and economic growth.">Job Description">We're seeking a Senior Customer Success Manager (CSM) to partner with our sales teams and ensure our customers achieve significant...

  • Client Relationship Manager

    5 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Meta Full time

    As a Client Relationship Manager at META, you will play a critical role in building and maintaining strong relationships with our clients in Greater China. You will be responsible for analyzing client situations, devising integrated marketing and advertising strategies, and developing comprehensive solutions that deliver on their business objectives.Key...