Account & Success Manager – Fintech, Securities Specialist

This is a fully remote position, open to applicants in Indonesia.

📋 Description

• Serve as the primary liaison for international fintech and securities accounts while implementing customized Success Plans that align with business goals.

• Engage in pitch presentations and strategic discussions with potential new clients alongside the business development team.

• Convert client requirements into effective agency solutions.

• Act as the first point of contact for daily client inquiries, technical issues, and operational escalations.

• Ensure swift, precise, and professional resolution of client concerns.

• Oversee a smooth onboarding process for newly acquired clients and convert sales commitments into actionable service delivery workflows.

• Track account health indicators and conduct Monthly/Quarterly Business Reviews (MBRs/QBRs).

• Recognize upsell and cross-sell opportunities within current accounts.

• Collaborate with PR, content, and media teams to guarantee that campaign outputs adhere to financial compliance and quality benchmarks.

⛳️ Requirements

• At least 3–5 years of relevant professional experience in Account Management, Customer Success, or Client Relations within a Marketing/PR agency or a fintech/financial services organization.

• Direct experience or thorough understanding of Fintech, Securities/Brokerages, Trading Platforms, or Capital Markets is essential.

• Outstanding verbal and written communication skills in English; confident in presenting to C-level executives and international stakeholders.

• Proven track record in participating in new business discovery calls, addressing client inquiries on the spot, and rapidly establishing trust.

• Strong organizational skills utilizing CRM software (HubSpot/Salesforce), project management tools (Asana/Monday.com), and data presentation software.

• High emotional intelligence, problem-solving agility, and a strong sense of responsibility for client outcomes.

🏝️ Benefits

• Competitive salary in line with agency norms and experience.

• Comprehensive social security coverage (BPJS Kesehatan & BPJS Ketenagakerjaan).

• 100% Fully Remote Work: Operate from anywhere with reliable internet connectivity.

• Global exposure collaborating with esteemed international fintech brands and a diverse team.