Customer Success Manager

Posted 7 Days Ago
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Hong Kong
Junior
Fintech
The Role
The Customer Success Manager at IPC will manage customer experiences through the Quote to Cash process, assist in upselling and driving new business, mitigate attrition, and provide strategic consultations. They will also be responsible for customer training, troubleshooting during cutover, and maintaining customer data while collaborating across departments to optimize revenue.
Summary Generated by Built In

IPC is a fintech company that focuses on the human element. Having global presence, we support local markets with cutting edge cloud-based trading communications and managed connectivity.

Through our portfolio of communications and connectivity solutions, we focus on solving business challenges and adapting to regulatory changes in the fast-paced global financial markets. This enables our clients to maintain consistent market access, a strong competitive advantage, and enhanced operational efficiency.

At IPC, we are committed to attracting, nurturing and promoting diverse talent across our workforce and fostering a sense of belonging within our employee family. We don't just accept differences - it's one of our core values. We recognize that diverse teams make the strongest teams, and we encourage people from all backgrounds to apply.

Come be part of the new team that delivers ground-breaking products for our clients.

www.IPC.com

Job Responsibilities:

  • Maintain and Grow Base
    • Manage the customer experience - Quote to Cash and order processes
      • Provide quotations
      • Process orders
      • Implement and complete the billing process
    • Account Realization - Increasing Sales
      • Upsell and conduct consultative pre-selling
      • Assist Sales to drive new business through time and Customer management
    • Base Change Management
      • Mitigate Attrition - risk analysis and management
      • Minimize credits and re-rates
    • Provide strategic consultations for the Customer base to uncover new opportunities
      • Work with Sales, Marketing and Product to help implement compelling sales and marketing programs targeted to specific financial market segments
    • Track base performance and develop strategies and tactics to continuously improve base growth
    • Collaborate with cross functional departments to optimize overall revenue. \
  • Account Maintenance.
    • Review and process controls for issuing credits
    • Secure financial awareness of Customer profiles (e.g. Billing Audits, Spend, Billing Reports)
    • Interface with IPC Finance Collections and Customers
    • Work with IPC Legal Department to ensure a high level of business acumen in respect of customer contracts
    • Understand customer’s standard and bespoke contractual obligations, Service Level Agreements (SLA’s), Pricing and Discount Structures
    • Manage customer reporting and visibility of service performance through the IPC Xchange Portal
    • Oversee the development and enhancement of customer reporting improvement initiatives
    • Ensure Customers are registered and educated on the IPC Xchange Customer Portal
    • Ensure Customers are registered to the IPC University (Unigy E-learning, ILT & DLT)
  • Training & Cutover
    • Interface with Project Management, Sales and Installation Departments to assist with user training and cutover coverage.
    • Schedule and perform customer user training on the features and functionality of all IPC turret platforms.
      • User Training to be performed during standard business hours
      • Responsible for providing the customer with customized training material for new products and features
    • Present on Go Live Day, assist with issues encountered at cutover and follow up with Project Manager and service technician to perform resolution of trouble
  • Administration
    • Work closely with internal IPC departments and the customer to resolve complaints & issues
    • Assist with maintaining customer-related data within internal IPC systems.
    • Support special requirements and provide feedback to IT for eventual automation

Job Requirements:

  • Minimum 2 years Customer Success/ Account Management Experience in Commercial
  • Customer oriented & able to handle escalations & complaints.
  • Intermediate level PC skills required, MS Office Suite, PowerPoint knowledge required.
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The Company
HQ: Jersey City, NJ
1,125 Employees
On-site Workplace
Year Founded: 1973

What We Do

IPC is a dedicated Fintech company focused on providing our clients with connectivity, security and flexible solutions to reach financial markets everywhere since 1973.
IPC has over 7,000 customers around the globe. From our award-winning communications platforms to our suite of compliance and network connectivity solutions, we focus on solving business challenges and meeting changing regulatory requirements, so our clients can:

▶ Maintain constant market access and liquidity
▶ Capture a competitive advantage, control costs and improve return on equity
▶ Improve operational speed, productivity and efficiency

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