40 Customer Management jobs in Hong Kong

Reporting to Customer Segment Management head under Consumer Financial Services Division, the role helps manage customer proposition development of Personal Banking and Premier Banking. The incumbent will conduct target customer and market studies, and develop best-in-class propositions that cater to different segment needs and that meet the Bank’s strategic directives. He/she will also design marketing campaigns that can help grow target customer and revenue growth. The person is responsible for meeting customer and revenue targets under the annual operating plan. Most imperatively, all programs should comply with Group and regulatory requirements, ensuring satisfactory audit results.

What you will be doing:

• Formulate and implement high-net-worth segment strategies to lead proposition development, acquisition and related digital transformation initiatives.
• Collaborate with different stakeholders (HK & regional office – Marketing, Products, Legal, Compliance Sales and Distribution) to drive segment campaigns , identity potential partnership (concierge, life and wellness) and deliver best-in-class value proposition for high-net-worth segment.
• Formulate Customer Life Cycle management strategies to grow customer value (upgrade from Premier to Premier Private Client) and deepen wealth penetration.
• Oversee Workplace Banking to acquire quality payroll accounts for portfolio upgrade.
• Refine journey and process by incorporating Customer-Centric Strategy to enrich portfolio growth, optimize customer engagement & experience.
• Analyze customer portfolio and performance for regular management updates
• Understand market landscape, conduct competitor study, focus group and customer survey to ensure market competitiveness of our offerings.
• identify performance gap, develop and deploy training inputs to build strong sales functional competencies at all levels.
• Develop marketing campaigns for client engagement and deepening opportunities

What we are looking for:

• Minimum 10-15 years’ experience in Segment (affluent) management, Marketing, Products, Customer Experience or related experience.
• Bachelor Degree or above, preferably in Business Administration, Management, Marketing or finance related field.
• Deep understanding of segment strategy (affluent is preferred), customer experience principles, customer lifecycle management, customer journey mapping, and customer-centric design thinking methodologies.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills, with the ability to effectively engage and influence stakeholders to champion customer-centric initiatives.
• Fluent in English / good at PowerPoint presentation is an advantage.
• Passion for delivering exceptional customer experiences and a customer-first mindset.
• Knowledge of regulatory compliance requirements in the banking industry is highly desirable.

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Analyst
• Industries Banking

Referrals increase your chances of interviewing at OCBC by 2x

Wan Chai District, Hong Kong SAR 3 weeks ago

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Join to apply for the Head of CRM (Customer Relationship Management), APAC role at Invesco Asia Pacific

Join to apply for the Head of CRM (Customer Relationship Management), APAC role at Invesco Asia Pacific

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About Invesco

As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

About Invesco

As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

What's in it for you?

Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive

compensation and benefit offerings including:

• Generous annual leave plus flexible paid time off
• Hybrid work schedule
• Learning and development programs
• Health & wellbeing benefits
• Parental Leave benefits
• Employee stock purchase plan (if applicable in your region)
  
  

• Define and execute the regional CRM strategy in alignment with global roadmaps
• Act as the strategic CRM lead for APAC, collaborating with global counterparts to influence platform direction and advocate for regional priorities
• Serve as the primary CRM liaison between APAC and global technology teams, and build strong ties with EMEA and NA CRM teams. ensuring seamless integration of global initiatives into the regional context.
  
  

• Define and execute a forward-looking CRM strategy that drives operational efficiency and business growth across APAC.
• Champion the transformation of CRM processes, identifying opportunities to streamline workflows and enhance user experience.
  
  

• Act as a CRM evangelist, promoting platform adoption and showcasing the value of CRM-driven insights across the organization.
• Diagnose current state issues, lead change management efforts for new features and enhancements, ensuring high adoption and minimal disruption.
• Design and deliver targeted training programs and enablement materials tailored to diverse user groups.
• Foster a data-driven culture by promoting the use of dashboards, reports, and actionable insights to support strategic decision-making.
  
  

• Lead the design and implementation of scalable, integrated CRM solutions, ensuring alignment with enterprise architecture and data governance standards.
• Oversee end-to-end architecture and integration of Salesforce with internal systems (e.g., client, contact, and financial data platforms), ensuring data consistency and operational efficiency.
• Translate business needs into clear, actionable user stories and manage the full delivery lifecycle, including UAT and stakeholder sign-off.
• Act as the escalation point for complex CRM issues, coordinating resolution with global teams.
  
  

• Serve as a data steward for CRM in APAC, ensuring data is structured, governed, and maintained to the highest standards.
• Define and enforce data governance policies, including data quality, cleansing, transformation, and lifecycle management.
• Collaborate with global data teams to ensure regional data practices align with enterprise-wide standards and compliance requirements.
  
  

• Build trusted relationships with senior APAC business leaders, acting as a strategic advisor on CRM capabilities and opportunities.
• Effectively communicate complex CRM concepts and value propositions to executive stakeholders.
  
  

• Manage and mentor a high-performing CRM team, fostering a culture of innovation, accountability, and continuous improvement.
• Define and implement new CRM capabilities that drive business value, from ideation through to delivery and adoption.
• Prioritize and manage the regional CRM backlog, balancing quick wins with strategic initiatives.
• Work in collaboration with Experience, Platform and Analytics leaders within the Digital Experience team – collaborating in order to bridge Marketing and Distribution functions using Salesforce as the conduit
  
  

• University qualification in Business, Information Systems, or related field.
• 8+ years of hands-on Salesforce experience in a global organization, from financial services, technology, consulting or relevant industries.
• Salesforce Administrator Certification advantageous; additional certifications (e.g., Advanced Admin, Platform App Builder) are also a plus.
• Proven experience in regional strategy development, solution architecture, and global stakeholder engagement.
• Demonstrated success in leading teams, managing backlogs, and delivering new CRM capabilities.
• Strong understanding of data architecture, relational databases, and integration frameworks.
• Experience in data governance and stewardship, with a focus on maintaining high data quality and compliance.
• Familiarity with Agile/Scrum/SDLC methodologies; certifications like PMP, ITIL, or Six Sigma are advantageous.
• Strategic thinker with a strong sense of ownership and a passion for enabling business success through technology.
• Excellent communicator and influencer, capable of navigating complex stakeholder environments.
• Proactive, organized, and adaptable, with a strong focus on outcomes and continuous improvement.
• High integrity and a collaborative mindset.
  
  

• Seniority level Not Applicable

• Employment type Full-time

• Job function Business Development and Sales
• Industries Investment Management and Financial Services

Referrals increase your chances of interviewing at Invesco Asia Pacific by 2x

Get notified about new Head of Customer Relationship Management jobs in Hong Kong, Hong Kong SAR .

Hong Kong, Hong Kong SAR HK$90,000.00-HK$120,000.00 2 days ago

Central & Western District, Hong Kong SAR 4 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Join to apply for the Head of CRM (Customer Relationship Management), APAC role at Invesco Asia Pacific

Join to apply for the Head of CRM (Customer Relationship Management), APAC role at Invesco Asia Pacific

Get AI-powered advice on this job and more exclusive features.

About Invesco
As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

About Invesco
As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.
What's in it for you?
Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive
compensation and benefit offerings including:

• Generous annual leave plus flexible paid time off
• Hybrid work schedule
• Learning and development programs
• Health & wellbeing benefits
• Parental Leave benefits
• Employee stock purchase plan (if applicable in your region)
  

• Define and execute the regional CRM strategy in alignment with global roadmaps
• Act as the strategic CRM lead for APAC, collaborating with global counterparts to influence platform direction and advocate for regional priorities
• Serve as the primary CRM liaison between APAC and global technology teams, and build strong ties with EMEA and NA CRM teams. ensuring seamless integration of global initiatives into the regional context.
  

• Define and execute a forward-looking CRM strategy that drives operational efficiency and business growth across APAC.
• Champion the transformation of CRM processes, identifying opportunities to streamline workflows and enhance user experience.
  

• Act as a CRM evangelist, promoting platform adoption and showcasing the value of CRM-driven insights across the organization.
• Diagnose current state issues, lead change management efforts for new features and enhancements, ensuring high adoption and minimal disruption.
• Design and deliver targeted training programs and enablement materials tailored to diverse user groups.
• Foster a data-driven culture by promoting the use of dashboards, reports, and actionable insights to support strategic decision-making.
  

• Lead the design and implementation of scalable, integrated CRM solutions, ensuring alignment with enterprise architecture and data governance standards.
• Oversee end-to-end architecture and integration of Salesforce with internal systems (e.g., client, contact, and financial data platforms), ensuring data consistency and operational efficiency.
• Translate business needs into clear, actionable user stories and manage the full delivery lifecycle, including UAT and stakeholder sign-off.
• Act as the escalation point for complex CRM issues, coordinating resolution with global teams.
  

• Serve as a data steward for CRM in APAC, ensuring data is structured, governed, and maintained to the highest standards.
• Define and enforce data governance policies, including data quality, cleansing, transformation, and lifecycle management.
• Collaborate with global data teams to ensure regional data practices align with enterprise-wide standards and compliance requirements.
  

• Build trusted relationships with senior APAC business leaders, acting as a strategic advisor on CRM capabilities and opportunities.
• Effectively communicate complex CRM concepts and value propositions to executive stakeholders.
  

• Manage and mentor a high-performing CRM team, fostering a culture of innovation, accountability, and continuous improvement.
• Define and implement new CRM capabilities that drive business value, from ideation through to delivery and adoption.
• Prioritize and manage the regional CRM backlog, balancing quick wins with strategic initiatives.
• Work in collaboration with Experience, Platform and Analytics leaders within the Digital Experience team – collaborating in order to bridge Marketing and Distribution functions using Salesforce as the conduit
  

• University qualification in Business, Information Systems, or related field.
• 8+ years of hands-on Salesforce experience in a global organization, from financial services, technology, consulting or relevant industries.
• Salesforce Administrator Certification advantageous; additional certifications (e.g., Advanced Admin, Platform App Builder) are also a plus.
• Proven experience in regional strategy development, solution architecture, and global stakeholder engagement.
• Demonstrated success in leading teams, managing backlogs, and delivering new CRM capabilities.
• Strong understanding of data architecture, relational databases, and integration frameworks.
• Experience in data governance and stewardship, with a focus on maintaining high data quality and compliance.
• Familiarity with Agile/Scrum/SDLC methodologies; certifications like PMP, ITIL, or Six Sigma are advantageous.
• Strategic thinker with a strong sense of ownership and a passion for enabling business success through technology.
• Excellent communicator and influencer, capable of navigating complex stakeholder environments.
• Proactive, organized, and adaptable, with a strong focus on outcomes and continuous improvement.
• High integrity and a collaborative mindset.
  

• Seniority level Not Applicable

• Employment type Full-time

• Job function Business Development and Sales
• Industries Investment Management and Financial Services

Referrals increase your chances of interviewing at Invesco Asia Pacific by 2x

Get notified about new Head of Customer Relationship Management jobs in Hong Kong, Hong Kong SAR .

Hong Kong, Hong Kong SAR HK$90,000.00-HK$120,000.00 2 days ago

Central & Western District, Hong Kong SAR 4 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Join to apply for the Head of Insurance Customer Lifecycle Management (CLCM) (HK) role at Hang Seng Bank

2 days ago Be among the first 25 applicants

Join to apply for the Head of Insurance Customer Lifecycle Management (CLCM) (HK) role at Hang Seng Bank

Job Description

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.

Job Description

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.

Insurance

Hang Seng Bank was one of Hong Kong's bancassurance pioneers with insurance business footprint started since 1965. Over the years, Hang Seng Bank has been committed to serve its customers by providing full spectrum of insurance products including Life Insurance manufacturing, distribution of General Insurance and Medical products, and MPF business.

Insurance is a fast-growing business and is one of the key drivers of Hang Seng Bank. As a well-established insurance entity, we take care of every need of our customers with an optimized service excellence through the Bank’s retail and commercial network, with a dedicated team of professionals in place.

We are currently seeking a high caliber professional to join our department as Head of Insurance Customer Lifecycle Management (CLCM), reporting to Chief Commercial Officer, Insurance.

Key Responsibilities

• Strategy Development and Execution
• Develop and implement a comprehensive Customer Lifecycle Management strategy tailored to the insurance business.
• Work with digital and manned channel team to drive customer acquisition, engagement, retention, recapturing, and cross-selling initiatives to maximize customer value.
• Define and monitor KPIs to measure the success of CLCM initiatives.
• Align CLCM strategies with overall business objectives and KPIs.
• Customer Insights and Segmentation
• Analyze customer data to identify behavioral patterns, preferences, and pain points.
• Develop segmentation strategies to create personalized and targeted customer journeys.
• Use insights to design customer centric initiatives and journeys.
• Proactively address risks associated with customer data handling and communication.
• Stakeholder Collaboration
• Collaborate closely with product teams, channel teams, marketing team and analytic team to ensure seamless customer experiences.
• Build strong relationships across functional teams to drive customer-first initiatives.
• Stay closely with legal, compliance and risk team to keep up standards and ensure the compliance to regulatory requirement.
  
  
  

• Proven experience in insurance products, markets, and customer behavior.
• Expertise in data analytics, segmentation, and customer journey mapping.
• Proficient in CRM platforms, digital tools, and marketing automation solutions.
• Strong leadership, communication, and interpersonal skills.
• Analytical mindset with a focus on delivering data-driven results.
• Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.
  
  
  

• Seniority level Executive

• Employment type Full-time

• Job function Sales and Business Development
• Industries Banking

Referrals increase your chances of interviewing at Hang Seng Bank by 2x

Get notified about new Head of Insurance jobs in Hong Kong, Hong Kong SAR .

Central & Western District, Hong Kong SAR 2 weeks ago

Wan Chai District, Hong Kong SAR 4 days ago

Wan Chai District, Hong Kong SAR 1 week ago

Wan Chai District, Hong Kong SAR 1 week ago

Wan Chai District, Hong Kong SAR 4 weeks ago

Wan Chai District, Hong Kong SAR 1 month ago

Wan Chai District, Hong Kong SAR 1 month ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Join to apply for the Head of Insurance Customer Lifecycle Management (CLCM) (HK) role at Hang Seng Bank

2 days ago Be among the first 25 applicants

Join to apply for the Head of Insurance Customer Lifecycle Management (CLCM) (HK) role at Hang Seng Bank

Job Description

Some careers have more impact than others.
If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.

Job Description
Some careers have more impact than others.
If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.
Insurance
Hang Seng Bank was one of Hong Kong's bancassurance pioneers with insurance business footprint started since 1965. Over the years, Hang Seng Bank has been committed to serve its customers by providing full spectrum of insurance products including Life Insurance manufacturing, distribution of General Insurance and Medical products, and MPF business.
Insurance is a fast-growing business and is one of the key drivers of Hang Seng Bank. As a well-established insurance entity, we take care of every need of our customers with an optimized service excellence through the Bank’s retail and commercial network, with a dedicated team of professionals in place.
We are currently seeking a high caliber professional to join our department as Head of Insurance Customer Lifecycle Management (CLCM), reporting to Chief Commercial Officer, Insurance.
Key Responsibilities

• Strategy Development and Execution
• Develop and implement a comprehensive Customer Lifecycle Management strategy tailored to the insurance business.
• Work with digital and manned channel team to drive customer acquisition, engagement, retention, recapturing, and cross-selling initiatives to maximize customer value.
• Define and monitor KPIs to measure the success of CLCM initiatives.
• Align CLCM strategies with overall business objectives and KPIs.
• Customer Insights and Segmentation
• Analyze customer data to identify behavioral patterns, preferences, and pain points.
• Develop segmentation strategies to create personalized and targeted customer journeys.
• Use insights to design customer centric initiatives and journeys.
• Proactively address risks associated with customer data handling and communication.
• Stakeholder Collaboration
• Collaborate closely with product teams, channel teams, marketing team and analytic team to ensure seamless customer experiences.
• Build strong relationships across functional teams to drive customer-first initiatives.
• Stay closely with legal, compliance and risk team to keep up standards and ensure the compliance to regulatory requirement.
  

• Proven experience in insurance products, markets, and customer behavior.
• Expertise in data analytics, segmentation, and customer journey mapping.
• Proficient in CRM platforms, digital tools, and marketing automation solutions.
• Strong leadership, communication, and interpersonal skills.
• Analytical mindset with a focus on delivering data-driven results.
• Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.
  

• Seniority level Executive

• Employment type Full-time

• Job function Sales and Business Development
• Industries Banking

Referrals increase your chances of interviewing at Hang Seng Bank by 2x

Get notified about new Head of Insurance jobs in Hong Kong, Hong Kong SAR .

Central & Western District, Hong Kong SAR 2 weeks ago

Wan Chai District, Hong Kong SAR 4 days ago

Wan Chai District, Hong Kong SAR 1 week ago

Wan Chai District, Hong Kong SAR 1 week ago

Wan Chai District, Hong Kong SAR 4 weeks ago

Wan Chai District, Hong Kong SAR 1 month ago

Wan Chai District, Hong Kong SAR 1 month ago

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Direct message the job poster from Checkout.com

Checkout.com is actively looking for an enthusiastic and inventive Account Management Specialist to nurture and maintain long-term relationships with our Tier 3 and 4 merchants and partners. This is an excellent opportunity to join one of the most successful FinTech companies at a turning point of its global expansion.

You will be the business advisor and main point of contact to a merchant's post live process. You will act as the voice of our product and ambassador of our brand, delivering expertise, education, and mentorship to our merchants. The key for success here will be the ability to use your business savvy knowledge and the required gravitas to effectively communicate and influence at all levels to achieve mutually beneficial scenarios and promote our value proposition.

The ideal candidate is an independent, high-achieving individual, able to stand out in an ambitious environment and excel through self-motivation and personal drive. If you are eager to join a thriving, fast-paced, start-up company and contribute to shaping its future, this is the role for you to make a difference.

Qualifications

2+ years’ experience in a B2B Account Management, Relationship Management, Customer Success role or relevant roles (bonus if in the FinTech, Payments industry and/or payment team from a merchant side)

A strategic problem solver with excellent project management skills

Self-motivated learner and excellent organizational skills

Strong commercial sense and able to establish robust relationship with internal and external stakeholders at all levels

Multifaceted approach adapting to changing requirements with the ability to balance multiple opportunities concurrently

Passionate about learning new things and working on wide portfolio of accounts

Good negotiation, communication and presentation skills

Fluent in English and Mandarin Cantonese

• Seniority level Associate

• Employment type Full-time

• Job function Product Management

Referrals increase your chances of interviewing at Checkout.com by 2x

Get notified about new Account Management Specialist jobs in Hong Kong, Hong Kong SAR .

Eastern District, Hong Kong SAR 1 week ago

Southern District, Hong Kong SAR 1 week ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Get AI-powered advice on this job and more exclusive features.

Direct message the job poster from Checkout.com

Checkout.com is actively looking for an enthusiastic and inventive Account Management Specialist to nurture and maintain long-term relationships with our Tier 3 and 4 merchants and partners. This is an excellent opportunity to join one of the most successful FinTech companies at a turning point of its global expansion.

You will be the business advisor and main point of contact to a merchant's post live process. You will act as the voice of our product and ambassador of our brand, delivering expertise, education, and mentorship to our merchants. The key for success here will be the ability to use your business savvy knowledge and the required gravitas to effectively communicate and influence at all levels to achieve mutually beneficial scenarios and promote our value proposition.

The ideal candidate is an independent, high-achieving individual, able to stand out in an ambitious environment and excel through self-motivation and personal drive. If you are eager to join a thriving, fast-paced, start-up company and contribute to shaping its future, this is the role for you to make a difference.

Qualifications

2+ years’ experience in a B2B Account Management, Relationship Management, Customer Success role or relevant roles (bonus if in the FinTech, Payments industry and/or payment team from a merchant side)

A strategic problem solver with excellent project management skills

Self-motivated learner and excellent organizational skills

Strong commercial sense and able to establish robust relationship with internal and external stakeholders at all levels

Multifaceted approach adapting to changing requirements with the ability to balance multiple opportunities concurrently

Passionate about learning new things and working on wide portfolio of accounts

Good negotiation, communication and presentation skills

Fluent in English and Mandarin Cantonese

• Seniority level Associate

• Employment type Full-time

• Job function Product Management

Referrals increase your chances of interviewing at Checkout.com by 2x

Get notified about new Account Management Specialist jobs in Hong Kong, Hong Kong SAR .

Eastern District, Hong Kong SAR 1 week ago

Southern District, Hong Kong SAR 1 week ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Join to apply for the Client Account Management Associate role at YipitData

5 days ago Be among the first 25 applicants

Join to apply for the Client Account Management Associate role at YipitData

Get AI-powered advice on this job and more exclusive features.

About Us:

YipitData is the leading market research and analytics firm for the disruptive economy and recently raised up to $475M from The Carlyle Group at a valuation over $B.

About Us:

YipitData is the leading market research and analytics firm for the disruptive economy and recently raised up to 475M from The Carlyle Group at a valuation over 1B.

We analyze billions of alternative data points every day to provide accurate, detailed insights on ridesharing, e-commerce marketplaces, payments, and more. Our on-demand insights team uses proprietary technology to identify, license, clean, and analyze the data many of the world’s largest investment funds and corporations depend on.

For three years and counting, we have been recognized as one ofInc’s Best Workplaces . We are a fast-growing technology company backed by The Carlyle Group and Norwest Venture Partners. Our offices are located in NYC, Austin, Miami, Denver, Mountain View, Seattle, Hong Kong, Shanghai, Beijing, Guangzhou, and Singapore. We cultivate a people-centric culture focused on mastery, ownership, and transparency.

About The Role:

We are looking for an entrepreneurial and motivated Client Account Management Associate (official title: Client Strategy Associate) to join our team and support our growing client base across the Asia Pacific market. You will become a core contributor of our team and help our clients maximize the value of our product offering.

As our APAC Client Strategy Associate , you will be interacting with some of the most sophisticated investors in the market to identify engagement opportunities, and cultivate meaningful client relationships by mastering various account management skills including, but not limited to:

• Finding new and creative ways to drive value and grow user engagement
• Becoming a trusted resource for our clients by ensuring they are getting the most value from our research
• Being experts on our products and the associated investment narratives
• Identifying and executing expansion opportunities, risk mitigation and engagement strategies
  
  

• You have professional fluency (oral and written) in English and Mandarin
• Strong positive if you have 1 to 3 years of experience working in the expert network or financial industry
• You are a true believer of our data-powered product and have a genuine interest in the financial markets
• You are resourceful, resilient, excited to learn, and have strong oral and written communication - including great questioning skills
• You are effective at clearly communicating complex ideas to a wide range of audiences
• You are a master of judgment when handling a wide variety of client situations and communications
• You are sensitive to clients’ needs and can build strong relationships
• You can manage a high-touch, high-volume client base
• You are positive, a self-starter and a team player
  
  

• Our compensation package includes highly competitive salary & commission plan
• Your growth at YipitData is determined by the impact that you are making, not by tenure, unnecessary face-time, or office politics. Everyone at YipitData is empowered to learn, self-improve, and master their skills in an environment focused on ownership, respect, and trust.
• To learn more about our culture and values, check out our Company page!
  
  

• Seniority level Entry level

• Employment type Full-time

• Job function Sales and Business Development
• Industries Market Research

Referrals increase your chances of interviewing at YipitData by 2x

Wan Chai District, Hong Kong SAR 1 week ago

Hong Kong SAR HK$12,000.00 HK 13,999.00 3 months ago

Hong Kong, Hong Kong SAR HK 240,000.00-HK 300,000.00 3 months ago

Hong Kong, Hong Kong SAR HK 240,000.00-HK 300,000.00 3 months ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Join to apply for the Client Account Management Associate role at YipitData

5 days ago Be among the first 25 applicants

Join to apply for the Client Account Management Associate role at YipitData

Get AI-powered advice on this job and more exclusive features.

About Us:
YipitData is the leading market research and analytics firm for the disruptive economy and recently raised up to $475M from The Carlyle Group at a valuation over $B.

About Us:
YipitData is the leading market research and analytics firm for the disruptive economy and recently raised up to 475M from The Carlyle Group at a valuation over 1B.
We analyze billions of alternative data points every day to provide accurate, detailed insights on ridesharing, e-commerce marketplaces, payments, and more. Our on-demand insights team uses proprietary technology to identify, license, clean, and analyze the data many of the world’s largest investment funds and corporations depend on.
For three years and counting, we have been recognized as one ofInc’s Best Workplaces . We are a fast-growing technology company backed by The Carlyle Group and Norwest Venture Partners. Our offices are located in NYC, Austin, Miami, Denver, Mountain View, Seattle, Hong Kong, Shanghai, Beijing, Guangzhou, and Singapore. We cultivate a people-centric culture focused on mastery, ownership, and transparency.
About The Role:
We are looking for an entrepreneurial and motivated Client Account Management Associate (official title: Client Strategy Associate) to join our team and support our growing client base across the Asia Pacific market. You will become a core contributor of our team and help our clients maximize the value of our product offering.
As our APAC Client Strategy Associate , you will be interacting with some of the most sophisticated investors in the market to identify engagement opportunities, and cultivate meaningful client relationships by mastering various account management skills including, but not limited to:

• Finding new and creative ways to drive value and grow user engagement
• Becoming a trusted resource for our clients by ensuring they are getting the most value from our research
• Being experts on our products and the associated investment narratives
• Identifying and executing expansion opportunities, risk mitigation and engagement strategies
  

• You have professional fluency (oral and written) in English and Mandarin
• Strong positive if you have 1 to 3 years of experience working in the expert network or financial industry
• You are a true believer of our data-powered product and have a genuine interest in the financial markets
• You are resourceful, resilient, excited to learn, and have strong oral and written communication - including great questioning skills
• You are effective at clearly communicating complex ideas to a wide range of audiences
• You are a master of judgment when handling a wide variety of client situations and communications
• You are sensitive to clients’ needs and can build strong relationships
• You can manage a high-touch, high-volume client base
• You are positive, a self-starter and a team player
  

• Our compensation package includes highly competitive salary & commission plan
• Your growth at YipitData is determined by the impact that you are making, not by tenure, unnecessary face-time, or office politics. Everyone at YipitData is empowered to learn, self-improve, and master their skills in an environment focused on ownership, respect, and trust.
• To learn more about our culture and values, check out our Company page!
  

• Seniority level Entry level

• Employment type Full-time

• Job function Sales and Business Development
• Industries Market Research

Referrals increase your chances of interviewing at YipitData by 2x

Wan Chai District, Hong Kong SAR 1 week ago

Hong Kong SAR HK$12,000.00 HK 13,999.00 3 months ago

Hong Kong, Hong Kong SAR HK 240,000.00-HK 300,000.00 3 months ago

Hong Kong, Hong Kong SAR HK 240,000.00-HK 300,000.00 3 months ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.