Customer Success Manager

Location: Hong Kong

Job Type: Full Time
 
Overview
Experienced Customer Success Manager responsible for fostering strong, long-term client relationships and driving growth through cross-selling opportunities and strategic account management within the electronic trading and financial technology space.
Key Responsibilities

• Serve as the main point of contact for a portfolio of institutional clients in the electronic trading domain
• Identify and communicate cross-selling and upselling opportunities to the sales team to drive revenue growth
• Plan and conduct onsite client visits for relationship development, product training, and strategic reviews
• Build trusted advisor relationships with senior stakeholders and executive sponsors within client firms
• Ensure solutions are delivered in line with client objectives and timelines
• Communicate the progress of ongoing initiatives to internal and external stakeholders
• Track and forecast key account metrics, including monitoring client usage and engagement with the trading platform
• Take ownership of client requests and contribute to enhancing the team's reputation through exceptional service delivery
• Collaborate with Sales to onboard new clients and nurture existing relationships

Requirements

• Solid experience in client success or account management roles within financial services, brokerage, or financial technology providers
• Strong communication and presentation skills, with proven ability to influence senior and executive-level stakeholders
• Track record of delivering customer-centric solutions aligned with business needs
• Ability to manage multiple projects simultaneously with attention to detail
• Comfortable engaging clients in both virtual and onsite settings
• Excellent verbal and written communication skills
• In-depth knowledge of electronic foreign exchange (eFX); multi-asset class knowledge is a plus
• Highly motivated and goal-oriented, with a results-driven mindset
• Relationship-focused with a strong sense of integrity and reliability
• Strong prioritization, critical thinking, and problem-solving abilities
• Commitment to continuous improvement and professional development

Interested applicants please contact Cornelius.kang@trevosepartners.com