Client Success Manager (Family Office Solution)

About Canopy

Canopy is a Singapore-headquartered wealth data aggregation and insights platform that helps high-net-worth individuals (HNWIs) and wealth professionals make better investment decisions with anonymized financial data.

Our cutting-edge wealth management technology enables seamless account aggregation, portfolio analytics, and client reporting, delivering value to Family Offices, HNWIs, Wealth Managers, External/Independent Asset Managers, Private Bankers, Trustees, and Fiduciaries.

We specialize in:

Data aggregation & standardization Collecting financial data from custodians, banks, brokers (PDFs, CSVs, APIs, SWIFT).

Reconciliation & enrichment Ensuring accurate, cleansed, and structured data for analysis.

Analytics & reporting Providing real-time insights into asset allocation, portfolio performance, and risk management.

Our vision is to become a world-class financial digital enabler in wealth management, empowering clients globally. We make financial data aggregation effortless and provide deep insights that drive informed decision-making.

Backed by leading global VCs and family offices, Canopy secured fresh funding in 2023 and 2024 and is now on the cusp of exponential growth. We're looking for entrepreneurial talents to join us on this journey.

Client Success Manager (Family Offices)

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.

Requirements:

• 3-5+ 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.