Client Success Executive

Job description

• Support the Strategic Account Management Team after they have secured or initiated a business opportunity by assisting in drafting and coordinating agreements, proposals, and related documentation based on qualified sales discussions.
• Assist in developing and maintaining sales enablement materials, including guides, templates, and best practices, to support internal consistency.
• Manage administrative tasks and maintain accurate records of proposals, internal policy document, client access management and documentation to ensure compliance with internal processes and audit requirements.
• Prepare proposals as needed and work closely with Account Managers to understand data requirements, timelines, and client needs.
• Follow up on client consents and ensure all required documentation is completed accurately and on time.
• Coordinate and support existing client system upgrades and enhancements by working with internal teams to track progress, manage timelines, and communicate key updates to clients.
• Work closely with finance and internal stakeholders to resolve billing or payment-related issues.
• Prepare and deliver accurate sales performance reports and business review to Leadership Team. 
• Maintain and validate data integrity in Salesforce, including regular updates to ensure the Best Practice Score is maintained.
• Provide support to Sales Support teams in conducting Client Due Diligence (CDD) and assisting with client onboarding processes when needed.
• Ensure accuracy and attention to detail in all deliverables.

 

• Diploma or Bachelor of Degree in Business Studies/Administration/Management, Finance, Marketing or related field.
• 1 - 3 years’ working experience in client success, sales support, account support, or a similar client -facing coordination role.
• Familiarity with banking and finance industry or fintech industry will be an advantage.
• Excellent organizational skills and ability to manage tasks and follow up with internal teams.
• Detail-oriented mindset with accuracy in documentation and reporting.
• Clear written and verbal communication skills for internal coordination.
• Ability to prepare slides and presentation materials when necessary.
• Proficiency in MS Office (Word, Excel, PowerPoint)

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