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Customer Success Manager - Index

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Customer Success Manager - Index

  • Location:

    Kuala Lumpur

  • Sector:

    Monroe Banking & Finance

  • Job type:


  • Salary:


  • Contact:

    Sebastian Freeland

  • Contact email:

  • Job ref:


  • Published:

    about 1 month ago

  • Expiry date:


  • Client:

    Monroe Consulting Group

Executive recruitment company Monroe Consulting Group's Professional Division is partnered with a leading organisation within Financial Services sector. Our distinguished client's expertise includes risk mitigation, global financial markets infrastructure, and data & analytics. Due to their rapid growth and expansion, they are currently seeking for an exceptional Customer Success Manager with 4-5 years of relevant experience (ideally in banking or corporate treasury) able to work on hybrid-model basis.


  • Build, maintain and leverage strong relationships with business decision makers and users within each account to increase usage.
  • Educate customers on how the use of our client's trading products can support their business objectives to generate dependable usage patterns.
  • Provide excellent customer service through regular, proactive, and valuable customer contact and by responding quickly to incoming queries.
  • Help our clients maximise the benefit from our trading platforms by developing a clear understanding of their trading needs and configuring the platform to best deliver them.
  • Monitor usage and competitor activity and react to threats.
  • Become the subject matter expert for our transactions services to support the rest of the in-country sales and account management team.
  • Help to grow the trading community by sourcing leads for new participants and then working with Proposition Sales colleagues on-board them.
  • Contribute to account plans with Account Managers and Client Success Managers as appropriate such that transactions activity can help drive retention and growth in the account.
  • Work with Market Development and front-line colleagues as appropriate to deliver campaigns for selling or promoting new capabilities to existing or new communities.
  • Collect customer intelligence and feedback and disseminate internally in a timely fashion.
  • Understand the whole scope of our client's product suite and continually look for new sales opportunities through close engagements with existing customers.
  • Provide transparency by regular reporting on community transactions activity.

Experience and Qualifications Required:

  • University / college degree.
  • Significant market and trading work-flow expertise ideally through direct work experience in banking or corporate treasury.
  • Proactive, results-oriented mindset.
  • Strong customer relationship skills.
  • Selling skills (identify, develop, & articulate proposition/ consultative selling)
  • Presentation skills (verbal & written); Strong interpersonal skills; ability to organise and execute a sales plan