Job Description
About the Client
The Client is a fast-growing FinTech innovator transforming the landscape of capital markets. Their platform streamlines trading and post-trade workflows across Repo, Securities Finance, and Equity Derivatives, empowering financial institutions with cutting-edge technology and seamless integration.
Role Overview
The Client is seeking a dynamic and client-focused Client Success Manager to join their team. This role is pivotal in ensuring clients-ranging from global banks to hedge funds-derive maximum value from the platform. The successful candidate will act as the bridge between clients and internal teams, ensuring smooth onboarding, ongoing support, and long-term relationship success.
Key Responsibilities
Client & Trader Support:
- Serve as the first point of contact for client and trader queries, ensuring timely resolution and proactive communication.
Client Onboarding & Integration:
- Lead the onboarding process for new clients, including platform configuration, user training, and integration with internal systems (e.g., OMS, EMS, back-office platforms).
Relationship Management:
- Build and maintain strong, long-term relationships with key stakeholders across client organisations. Regularly engage clients to understand their evolving needs and ensure satisfaction.
Cross-Functional Collaboration:
- Work closely with Product, Engineering, and Operations teams to relay client feedback, influence product development, and ensure delivery of client requirements.
Client Advocacy:
- Champion the voice of the client internally, ensuring their needs are represented in product roadmaps and service enhancements.
Ideal Candidate Profile
- Proven experience in a Customer Success, Client Services, or Operations role within a FinTech or Capital Markets environment.
- Alternatively, experience in a client-facing role at a bank, asset manager, or hedge fund, with exposure to Securities Finance, Repo, or Equity Derivatives.
- Strong understanding of front-to-back trade lifecycle and post-trade processes.
- Excellent communication, problem-solving, and relationship-building skills.
- Ability to thrive in a fast-paced, client-centric environment.
Nice to Have
- Familiarity with FIX protocol, SWIFT messaging, or other financial integration standards.
- Experience with SaaS platforms or enterprise software in financial services.
