Client Success Executive

About Canopy

Canopy, headquartered in Singapore, is an anonymous wealth data aggregation and insights platform that empowers high net worth individuals to make better investment decisions.

Our wealth management technology encompasses account aggregation, portfolio analytics, and client reporting that provides value to Family Offices, High Net Worth Individuals, Wealth Managers, External / Independent Asset Managers, Private Bankers, Trustees and Fiduciaries etc.

We aim to become a world-class financial digital enabler for wealth management, with empowered Canopy users globally. We achieve this by empowering clients to effortlessly aggregate financial data from any source, then enable them to be effective by offering insights on their data.

Canopy has raised new funding in both 2023 and 2024 from leading global VC and family offices, and is on the brink of exponential growth. We are looking for entrepreneurial team members to grow together.

Client Success Executive

We are looking for a proactive and service-oriented Client Success Executive to support our clients and ensure they receive maximum value from our platform. This role is ideal for someone who enjoys solving problems, building client relationships, and working cross-functionally in a dynamic environment.

Key Responsibilities:

1. Handle day-to-day client enquiries and product navigation questions with a proactive and service-oriented mindset.
2. Identify recurring issues, investigate and propose process or product improvements.
3. Track and maintain data on client usage and feature adoption.
4. Monitor and interpret client health metrics to:
1. Prepare for meaningful conversations with clients.
2. Identify potential churn risks.
3. Spot expansion or upsell opportunities.
5. Prepare reports and renewal materials for management and client reviews.
6. Assist in client onboarding and offboarding workflows, ensuring a smooth and structured experience.
7. Escalate technical or commercial issues to relevant owners, gather and report client feedback regularly, helping inform internal discussions with Product and Tech.
8. Maintain CRM hygiene and update internal trackers.

Requirements:

1. Open to Diploma or Bachelor Degree holders in Business/ Finance related.
2. 0-2 years of experience in client-facing, account management or client-support roles.
3. Strong communication and active listening skills.
4. Curious, empathetic, and eager to learn from data and client interaction.
5. Ability to manage multiple tasks in a fast-paced environment.
6. Problem-solving mindset with a sense of ownership.
7. Financial knowledge is a plus.
8. Proficient in using CRM and internal collaboration tools.