Responsibilities

• Build and maintain positive relationships with clients in the financial sector (banks, investment firms, insurance companies).
• Support clients by understanding their needs and helping match them with suitable solutions.
• Act as a reliable point of contact for day-to-day client questions and requests.
• Coordinate with internal teams (development, support, financial) to ensure smooth delivery of services.
• Translate client requirements into clear inputs for product and technical teams.
• Identify opportunities to introduce additional features or services to existing clients.
• Help resolve client concerns by escalating to the right teams when necessary.
• Keep track of industry updates and share relevant insights with the team.

Requirements

• Bachelor’s degree in Business, Marketing, or related field (or equivalent experience).
• 1+ years of experience in account management, customer success, or client-facing role (experience in tech/financial industry is a plus).
• Strong communication skills in English, both verbal and written.
• Basic understanding of financial services or willingness to learn.
• Comfortable using CRM tools (e.g., Salesforce) and Microsoft Office/Google Workspace.
• Ability to organize work, manage priorities, and handle multiple clients in a busy environment.
• Team player with a proactive attitude and focus on customer satisfaction.
  
  

Nice to Have

• Basic knowledge of software development concepts (e.g., APIs, databases, Agile process) to improve communication with technical teams.
• Prior experience in SaaS, fintech, or technology companies.
• Familiarity with regulatory requirements in the financial sector.
• Japanese language skills (reading, writing, or speaking) for communication with regional clients and partners.