Client Success Manager

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.

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.

We are seeking a highly motivated and strategic CSM to drive client renewals, upsells, and commercial negotiations. This role requires strong relationship management skills, a deep understanding of client needs, and the ability to identify growth opportunities within existing accounts.

Client Relationship Management

• Develop and nurture strong relationships with key stakeholders, serving as the primary contact for business discussions.
• Develop a deep understanding of client goals, organisational structure, and decision-making processes.
• Maintain regular communication with clients through email, calls, and in-person meetings.

Renewals & Revenue Growth

• Proactively manage and drive client contract renewals, ensuring high retention rates.
• Identify and close upselling and cross-selling opportunities with the sales team.
• Negotiate commercial terms and pricing structures to optimize client value and business revenue.

Strategic Account Planning

• Develop and implement account plans to align client objectives with Canopy’s solutions.
• Monitor account performance metrics, including financial trends, product usage, and engagement.
• Identify at-risk accounts and work with internal stakeholders to implement mitigation strategies.

Collaboration & Internal Advocacy

• Advocate for client needs internally, providing feedback to product, marketing, and operations teams.
• Partner with the data operations team to ensure accurate and timely delivery of solutions.

Reporting & Analytics

• Track and report on client metrics, including revenue, usage, and satisfaction scores.
• Conduct quarterly business reviews (QBRs) to present value delivered and align on future opportunities.

• 6+ years of experience in account management, client success, or sales within the financial services or SaaS industry.
• Strong negotiation, communication, and relationship-building skills.
• Ability to identify growth opportunities and drive revenue expansion.
• Analytical ability to assess client data and identify trends.
• Proficiency in CRM tools and client management platforms.
• Experience working with financial institutions, wealth managers, or family offices is a plus.