Customer Success Manager (Onboarding Specialist)

Join a leading fintech organisation supporting institutional FX trading clients across APAC. This role offers a unique career development opportunity, beginning with a strong focus on client onboarding and implementation before progressing into full customer success and account management responsibilities.

You will lead client onboarding projects, deliver training, coordinate implementations, and help clients achieve value from our solutions.

Key Responsibilities

• Lead new client onboarding projects from project kick-off to successful go-live.
• Coordinate and deliver client training sessions.
• Work closely with Sales, Product, and Technical teams to ensure seamless implementations.
• Configure initial system setups and support onboarding activities.
• Monitor onboarding progress and client adoption.
• Develop and improve onboarding processes and best practices.
• Provide ongoing support during implementation.
• Build strong client relationships and maintain excellent stakeholder communication.
• Identify opportunities to improve client experience and adoption.
• Progressively develop into managing a portfolio of customer accounts.

Requirements

• Experience in client onboarding, implementation, project management, customer success, financial services, or technology.
• Strong communication and stakeholder management skills.
• Excellent organisational and project coordination abilities.
• Ability to manage multiple priorities and meet deadlines.
• Strong problem-solving and analytical skills.
• Client-focused mindset with attention to detail.
• Experience within financial markets, fintech, or electronic trading environments is advantageous.
• Knowledge of FX markets, eFX platforms, BidFX, MaxxTrader, FIX protocols, or APIs would be beneficial.

Why Join Us

• Structured career progression into Customer Success and Account Management.
• Exposure to institutional FX markets and trading technology.
• Opportunity to work with international clients across APAC.
• Collaborative and high-performing team environment.
• Ongoing training and professional development opportunities.