Canopy
Veridate (HK)

Veridate (HK) - Customer Success Manager

Entry Level
Hong Kong
Customer Success Manager
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About Us

Delivering the newest client management, SaaS platform, Veridate enables organisations to onboard their clients quickly, efficiently and at a low cost. By collecting all of the required client KYC information through a user friendly UI per client type, Veridate automatically performs ID authentication checks, KYC background checks, AML client risk profiling, monitoring of ongoing regulatory obligations, and much more! By providing the tools and technology, our customer’s clients are provided with a superior onboarding experience while our customers can manage their client engagement and KYC in a highly efficient way.

Who we're looking for

Working closely with the Head of Business Development, you will act as the primary customer liaison for implementation and ongoing operations for customers. Additionally, you will assist in driving new sales to completion, directing technical service improvements and manage customer service relationships to build on our success.

What you will be doing
  • Continually update and log all customer communication in the Veridate CRM system
  • Assist Head of Business Development to drive new sales leads to signing by interacting with prospects
  • Ensure retention and customer satisfaction through regular communication throughout the customer lifecycle
  • Build, maintain and execute training plans for customers
  • Conduct demos to prospects and manage access to Veridate demo environment for trials where necessary
  • Regularly check in with customers and manage their expectations
  • Provide technical support for customers to keep customers satisfied with Veridate
  • Review and manage the Veridate knowledge base and grant customers access to the online helpdesk
  • Discuss customer feedback and queries with Head of Business Development
  • Meet with the CTO and Product Manager to discuss outstanding tasks for customers and priorities for the week
  • Ensure a timely and well managed development pathway for customers and their expectations
  • Report back to customers on updates with their platform during implementation
Who you are
  • Graduate, preferably in science, technology or business
  • 2 years’ experience in a sales and/or customer services role although fresh graduates will be considered
  • Previous experience in professional services (accounting, company secretary, audit) would be advantageous but notessential
  • Excellent communication skills
  • English and Cantonese a must
  • Ability to work in an unstructured environment
  • Quick to learn on the job, typical of the startup environment
  • Driven, motivated and impeccable ability to use initiative
  • Must be able to think outside the box and willingly take on new tasks
  • Professional and confident in driving product delivery for customers
  • Passion for new technology and maintain knowledge on this moving industry
  • Must qualify to work in Hong Kong
What we offer
  • A fast paced, fun and energetic company that is disrupting the financial services and professional services markets.

Veridate is an equal opportunities company and provides a pathway for all employees to participate in our success throughour Equity Participation Scheme (EPS).

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19 Wyndham Street, Central, Hong Kong
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