Client Account Service Associate

Key Responsibilities

Client Services

• Document day-to-day client services operations and support change management as the team transitions onto HubSpot
• Provide client support across APAC and European time zones under a follow-the-sun ticketing model
• Support client migration from our legacy platform to KYBIX by delivering client training and developing educational materials
• Lead the phased rollout of HubSpot CRM, working with Marketing, Sales, Technology, Product and Operations to define pipeline structure and lifecycle stages
• Audit and clean existing CRM data (e.g., misclassified contacts, account discrepancies) to establish a reliable single source of truth

Business Operations

• Map internal processes, identify automation opportunities, and scope work with external HubSpot consultants
• Develop internal documentation, training materials and branded company presentations to keep teams aligned and consistent

Sales Support

• Design and map end-to-end pricing and conversion workflows
• Build CRM-integrated lead-capture mechanisms (e.g., demo waitlist) to qualify prospects before product access is granted
• Support business development in APAC and Europe by networking, identifying qualified prospects and delivering product demonstrations
• Lead the phased rollout of HubSpot CRM, working with Marketing, Sales, Technology, Product and Operations to define pipeline structure and lifecycle stages
• Audit and clean existing CRM data (e.g., misclassified contacts, account discrepancies) to establish a reliable single source of truth

Marketing Support

• Support go-to-market execution ahead of product launch
• Execute launch campaigns across social channels in partnership with the CMO, including multi-week LinkedIn content programmes on the KYB/KYC market
• Ensure brand consistency across all external materials

Requirements

• Bachelor's degree or equivalent professional experience
• 2–4 years of experience in customer success, account management, business operations or a similar client-facing role, ideally in SaaS or financial services
• Fluency in English is required. Proficiency in a European language (e.g., French, Spanish, German) is an advantage for supporting our European clients
• Experience in management consulting, a Big 4 firm or a technology company is preferred
• Proven ability to build and maintain long-term relationships with enterprise or strategic clients
• Strong stakeholder management skills and a customer-centric mindset
• Hands-on experience with HubSpot or a comparable CRM is an advantage
• Advanced proficiency in PowerPoint and Excel, with the ability to produce professional client-facing presentations, reports and data-driven business updates
• Self-driven and adaptable, comfortable with ambiguity, and able to work both independently and within cross-functional teams