Total 3 customer experience manager job vacancies in Singapore, Central Singapore

Business Development & Sales:

• Proactively prospect, identify, and target potential Canopy clients through various channels, including personal network, cold outreach, partnerships and referrals and bring them to a close
• Attend relevant business networking events and conferences where Canopy’s clientele will be at, engaging in new conversations with potential Canopy clients to expand our footprint within the wealth management tech sector.
• Canopy's clientele are Family Offices, Wealthy Families / Individuals, Wealth Managers, External / Independent Asset Managers, Private Bankers, Trustees, Fiduciaries
• Effectively manage and update the sales pipeline. Accurately forecast sales revenue and provide regular reports on sales performance and progress towards targets.
• Identify growth opportunities and areas for improvement in the sales process

Client Segmentation/ Market Research:

• Build a deep understanding of the product, client’s pain points, client journey, target markets, and competing alternatives
• Collaborate with internal teams to ensure a smooth sales process and successful implementation of our solution
• Stay abreast of industry trends and market developments to effectively position our offerings and drive value for clients.
• Any ad hoc project and task as assigned by the management

• Hunter sales; Proven experience in business development, sales, or account management, preferably in the Financial Services/ Wealth Management or FinTech sector
• Understanding of the enterprise software market, particularly within the financial services industry
• Excellent communication and interpersonal skills, with the ability to build rapport and establish credibility with clients
• Instinctually able to connect and engage with a diversity of personalities to advance commercially oriented conversations
• High energy, adaptable, positive, empathetic, with a strong moral compass
• Fluent proficiency in Mandarin and business proficiency in English is preferred to liaise with stakeholders both in China and globally.

• Ability to work in a fast paced, startup team environment
• Strong commercial acumen with a demonstrated ability to drive revenue growth
• Strong customer-facing and presentation skills with the ability to establish credibility with senior financial executives
• Excellent technical skills or ability to quickly learn and communicate technical concepts
• Self-Motivation, the ability to make a high volume of calls and touches, the ability to close, persistence, consistency and great time-management
• Familiarity with the systems development life cycle is advantageous

• Learning and self-development opportunities through online courses and knowledge sharing sessions
• Medical Benefits (Inpatient, Outpatient (GP & SP), Dental, GPA)
• Life Insurance and AD&D coverage
• Team lunches and social events
• Be part of a globally distributed team of high-performing individuals
• Opportunity to work closely with senior stakeholders and
• Positive environment, attractive incentive structure OTE

Business Development & Sales:

• Proactively prospect, identify, and target potential Canopy clients through various channels, including personal network, cold outreach, partnerships and referrals and bring them to a close
• Attend relevant business networking events and conferences where Canopy’s clientele will be at, engaging in new conversations with potential Canopy clients to expand our footprint within the wealth management tech sector.
• Canopy's clientele are Family Offices, Wealthy Families / Individuals, Wealth Managers, External / Independent Asset Managers, Private Bankers, Trustees, Fiduciaries
• Effectively manage and update the sales pipeline. Accurately forecast sales revenue and provide regular reports on sales performance and progress towards targets.
• Identify growth opportunities and areas for improvement in the sales process

Client Segmentation/ Market Research:

• Build a deep understanding of the product, client’s pain points, client journey, target markets, and competing alternatives
• Collaborate with internal teams to ensure a smooth sales process and successful implementation of our solution
• Stay abreast of industry trends and market developments to effectively position our offerings and drive value for clients.
• Any ad hoc project and task as assigned by the management

• Hunter sales; Proven experience in business development, sales, or account management, preferably in the Financial Services/ Wealth Management or FinTech sector
• Understanding of the enterprise software market, particularly within the financial services industry
• Excellent communication and interpersonal skills, with the ability to build rapport and establish credibility with clients
• Instinctually able to connect and engage with a diversity of personalities to advance commercially oriented conversations
• High energy, adaptable, positive, empathetic, with a strong moral compass
• Fluent proficiency in Mandarin and business proficiency in English is preferred to liaise with stakeholders both in China and globally.

• Ability to work in a fast paced, startup team environment
• Strong commercial acumen with a demonstrated ability to drive revenue growth
• Strong customer-facing and presentation skills with the ability to establish credibility with senior financial executives
• Excellent technical skills or ability to quickly learn and communicate technical concepts
• Self-Motivation, the ability to make a high volume of calls and touches, the ability to close, persistence, consistency and great time-management
• Familiarity with the systems development life cycle is advantageous

• Learning and self-development opportunities through online courses and knowledge sharing sessions
• Medical Benefits (Inpatient, Outpatient (GP & SP), Dental, GPA)
• Life Insurance and AD&D coverage
• Team lunches and social events
• Be part of a globally distributed team of high-performing individuals
• Opportunity to work closely with senior stakeholders and
• Positive environment, attractive incentive structure OTE

Client Relations:

• Own the relationship with clients by engaging and providing value to our clients at every stage of their journey: onboarding, training, adoption, support and contract renewal
• Build a strong and productive relationship with new clients to ensure client satisfaction, engagement and retention
• Initiate and maintain interactive client engagement and address ad-hoc client queries and requests, providing a positive client experience
• Review client feedback and concerns and seek to improve the client experience

Client Analytics:

• Actively analyse client usage and behaviour to better understand how our clients use our platform and generate insights
• Develop and execute account plans to ensure the client is gaining value from Canopy’s products and services
• Comprehend the client's needs and how determine how Canopy can offer value-added services to meet those requirements.

Business Analytics and Expansion:

• To gather insights on the client's usage of Canopy and ensure that Canopy's profitability and product relevance remain aligned with the client's needs.
• Identify cross-sell and up-sell opportunities that makes sense for the client and drive account expansion, increasing customer lifetime value
• Identify at-risk clients, proactively engage and develop an action plan to address that risk

Product Development Input:

• Collaborate cross-functionally with internal teams (Sales, Data, Product) to feedback, address and resolve client issues and consistently provide feedback on how to improve the product
• Provide input into the product development cycle and feature prioritisation
• Conduct User Acceptance Testing ("UAT") for new product releases to ensure they are ready for our clients
• Contribute to and maintain relevant post-sales educational and marketing materials, leaflets, and websites

We're keen to speak with Banking Relationship Managers or Fintech Account Managers/ Client Success Managers who are looking for a change and interested in exploring new opportunities in a setting that values work-life balance while still leveraging their financial expertise. If you're ready to transition to a more structured working environment without compromising on your career growth, we'd love to connect with you.

• Bachelor degree in Business or Finance related field
• Proven experience in Fintech Client Success Manager roles/ Account Manager/ Client Relationship Managers
• Strong written and verbal communication to explain complex financial information to clients
• Strong customer-facing and presentation skills with the ability to establish credibility with senior financial executives, including C-Suite levels
• Exceptional interpersonal skills to build rapport and maintain strong client relationship
• Empathy to understand clients’ concerns and needs, supporting and reassuring them when necessary
• Problem-solving skills and strong analytical skills so they can proactively identify and address financial challenges
• Understanding of the enterprise software market, particularly within the financial services industry.
• Familiarity with the systems development life cycle is advantageous
• Fluent proficiency in Mandarin and business proficiency in English is preferred to liaise with stakeholders both in China and globally.

• Learning and self-development opportunities through online courses and knowledge sharing sessions
• Medical Benefits (Inpatient, Outpatient (GP & SP), Dental, GPA)
• Life Insurance and AD&D coverage
• Team lunches and social events

• Be part of a globally distributed team of high-performing individuals
• Opportunity to work closely with senior stakeholders and
• Positive environment, attractive incentive structure OTE