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Client Advocate Expert

2 weeks ago

Hong Kong, Central and Western District, Hong Kong SAR China Canopy Full time
About Us
CANOPY is a cutting-edge fintech company dedicated to empowering clients globally through effortless financial data aggregation and deep insights that drive informed decision-making.

We have secured fresh funding in 2023 and 2024, positioning us for exponential growth. We're looking for entrepreneurial talents to join us on this exciting journey.

Job Summary
This role focuses on developing and implementing account plans to align client objectives with CANOPY's solutions. The ideal candidate will have a strong background in account management, client success, or sales within the financial services or SaaS industry.

Main Responsibilities:
  • Drive client renewals, upsells, and commercial negotiations.
  • Develop a deep understanding of client goals, organisational structure, and decision-making processes.
  • 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.

Key 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.