Bali Capital Group
Account & Success Manager (Fintech & Securities Specialist - Remote)
1 нед. назад
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Account & Success Manager role at an international Marketing & PR Agency specializing in fintech, securities, and capital markets, fully remote with global client management and pre-sales responsibilities.
About the company
- Our client specializes in delivering high-impact marketing, media, and PR solutions for global firms, with a primary focus on the financial technology (fintech), securities, and capital markets sectors.
- They pride themselves on execution excellence and long-term client retention.
Responsibilities
- Act as the main point of contact for international fintech/securities accounts, executing tailored Success Plans aligned with their business objectives.
- Participate in pitch meetings and strategy calls with prospective new clients alongside the business development team, helping translate client needs into agency solutions.
- Serve as the first responder for day-to-day client inquiries, technical requests, and operational escalations, ensuring fast, accurate, and professional resolutions.
- Lead the seamless onboarding process for newly signed clients, translating sales promises into actionable service delivery workflows.
- Monitor account health metrics, conduct Monthly/Quarterly Business Reviews (MBRs/QBRs), and identify upsell/cross-sell opportunities within existing accounts.
- Partner with PR, content, and media teams to ensure campaign deliverables meet financial compliance and quality standards.
Requirements
- Minimum 3–5 years of professional experience in Account Management, Customer Success, or Client Relations within a Marketing/PR agency or a fintech/financial services firm.
- Direct experience or deep familiarity with Fintech, Securities/Brokerages, Trading Platforms, or Capital Markets is required.
- Exceptional verbal and written English communication skills; comfortable presenting to C-level executives and international stakeholders.
- Proven ability to participate in new business discovery calls, handle client inquiries on the spot, and build trust quickly.
- Strong organizational skills using CRM software (HubSpot/Salesforce), project tools (Asana/Monday.com), and data presentation suites.
- High emotional intelligence, problem-solving agility, and a strong sense of ownership over client outcomes.
Conditions
- Competitive salary aligned with agency standards and experience.
- Full social security coverage (BPJS Kesehatan & BPJS Ketenagakerjaan).
- 100% Fully Remote Work: Work from anywhere with a stable internet setup.
- Global exposure working with high-profile international fintech brands and a multicultural team.