Client Success Manager (Nasdaq eVestment) at Nasdaq

Hong Kong, Hong Kong SAR, Hong Kong SAR

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Investment ManagementIndustries

Requirements

Shown experience of Customer Success, Account Management, or Relationship Management at a financial software company, an asset management or asset owner, including endowments, foundations, family office, pension funds, fund-of-funds and investment consultants
In-depth understanding of the unique dynamics, cultural nuances, and business landscapes within the APAC institutional investment industry
Bilingual (inferred from "Bil" in description)

Responsibilities

Developing a trusted advisor relationship with customer partners and executive sponsors to ensure they are using the Nasdaq eVestment platform to achieve full business value
Covering all new and expanded clients in APAC region
Building and maintaining effective long-term relationships, platform usage with key senior-level decision makers of customer accounts
Serving as the voice of the customer, tracking the pulse of your clients and helping them get the most out of our products and services
Monitoring and recommending strategies to increase user usage and adoption
Coordinating internal implementation, reporting needs, training and product resource as needed
Partnering with the Sales and Relationship Manager Team to identify client upsell opportunities
Conducting strategic business reviews to gauge progress, identifying areas for improvement, gathering and maintaining key client metrics to achieve both client and company objectives
Handling multiple projects, responsibilities and competing priorities
Tracking client information in Salesforce
Reviewing contracts to ensure all activities are within the terms of the contract
Preparing various reports to help handle and understand your clients, such as top clients, clients at risk, quality of success, and stage of implementation
Building and maintaining effective long-term relationships and a high level of satisfaction with key users and decision makers
Creating new and expanded demand for the Nasdaq eVestment products and services with customers
Achieving revenue targets by increasing revenue spend per account
Conducting regular status and strategy meetings with the customer's senior management to understand their needs and link them to the organization's product/service strategies

Skills

Client Success

Account Management

Relationship Management

Revenue Growth

Strategy Meetings

APAC

Asset Management

Investment Consulting

Nasdaq

Operates electronic stock exchange and financial services

About Nasdaq

Nasdaq operates one of the largest electronic stock exchanges in the world, providing a platform for buying and selling securities. It caters to a wide range of clients, including individual and institutional investors, as well as corporations. Nasdaq offers various financial products and services, such as the Nasdaq Smart Portfolio, which uses advanced analytics to help investors optimize their stock portfolios. Additionally, Nasdaq supports non-financial marketplaces and is recognized for its efforts in sustainable investment practices. The company earns revenue through transaction and listing fees, along with subscription services for its products. Nasdaq aims for global expansion and innovation, with nearly 40 offices around the world.

New York City, New YorkHeadquarters

1971Year Founded

$9,370.5MTotal Funding

IPOCompany Stage

Data & Analytics, Fintech, Financial ServicesIndustries

5,001-10,000Employees

Risks

Adenza acquisition's high price may affect shareholder confidence and stock performance.

Integration of Metrio's ESG software may face challenges, delaying expected benefits.

Nasdaq's secondary stock offering could lead to stock dilution, affecting shareholder value.

Differentiation

Nasdaq operates one of the world's largest electronic stock exchanges.

Nasdaq offers advanced analytics through its Smart Portfolio for investment optimization.

Nasdaq is a pioneer in sustainable investment practices with a focus on ESG solutions.

Upsides

Nasdaq's acquisition of Adenza expands its financial technology capabilities.

Nasdaq's secondary stock offering could provide capital for strategic investments.

Nasdaq Private Market's Series B financing indicates strong investor confidence.

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