Customer Success Manager

AI overview

Lead and develop a team of Customer Success Specialists while enhancing customer satisfaction and driving business outcomes within the financial services industry.

Customer Service Assistant Manager

We are looking for an experienced, data-driven, and inspiring Customer Success Manager to build, lead, and motivate our team of Customer Success Specialists. You will be responsible for ensuring the team delivers exceptional service, drives key business outcomes in customer retention, expansion, and satisfaction. You are not only a people leader but also a strategist, process optimizer, and a key cross-functional collaborator.

Responsibilities

1. Team Leadership

  • Lead and manage a team of customer service representatives, providing direction, mentorship, and performance management.
  • Foster a positive and collaborative team environment to achieve high levels of customer satisfaction and enhance team effectiveness.

2. Client Engagement

  • Oversee escalated customer inquiries and complaints, ensuring timely and effective resolution.
  • Cultivate and maintain strong relationships with clients to understand their needs and concerns.
  • Analyze client feedback and implement strategies to drive improvements in customer satisfaction.
  • Analyze client interaction data and feedback not only to improve satisfaction but also to proactively identify potential opportunities for upsell, cross-sell, or product expansion, leading the team to drive these conversions.

3. Strategic Process Improvement

  • Identify and implement process improvements within the customer service department.
  • Develop and enforce best practices to streamline workflows and enhance operational efficiency.
  • Regularly review and update customer service policies and procedures to ensure alignment with industry standards and organizational goals.
  • Focus particularly on designing and optimizing end-to-end customer conversion pathways, such as workflows for lead identification from service interactions, best practices for value demonstration, and renewal/expansion procedures.

4. Training and Development

  • Design and deliver comprehensive training programs for customer service representatives to enhance their skills and knowledge. Provide ongoing coaching and performance feedback to promote continuous improvement and professional growth within the team.

5. Performance Reporting and Data Analysis

  • Prepare and analyze reports on key performance indicators (KPIs) related to customer service.
  • Utilize data analysis to identify trends and areas for improvement, making strategic recommendations to enhance service delivery and operational effectiveness.

6. Cross-Departmental Collaboration

  • Collaborate with other departments, such as operations, compliance, and sales, to address client concerns and resolve issues efficiently.
  • Communicate effectively with internal stakeholders to ensure a cohesive and seamless customer experience.

7. Regulatory Compliance

  • Ensure that all customer service activities comply with relevant regulations and company policies.
  • Stay informed about industry regulations and updates related to customer interactions, and proactively implement changes to maintain compliance.

Requirements

  • Bachelor's degree in business, finance, or a related field.
  • Minimum 5 years of relevant experience, including at least 2 years of directly managing customer success, customer service, or sales support team.
  • Experience in customer service within the stockbroking industry.
  • Required language(s): Mandarin, English, Thai (both spoken and written)
  • Strong leadership and team management skills.
  • Excellent communication and interpersonal skills.
  • Knowledge of financial markets and stockbroking processes.
  • Ability to handle stressful situations and resolve conflicts effectively.
  • Proficiency in customer service software and CRM systems.
  • Adaptability to handle rotational shifts, catering to both foreign and domestic market requirements.

Benefits

We offer a comprehensive and holistic work experience and package as follows:

  • Competitive compensation and benefits.
  • Fun loving and diverse work environment
  • Business casual work attire everyday

 Please note that only short-listed candidates will be contacted.

Moomoo is an investment and trading platform that empowers global investors with pro-grade, easy-to-use tools, data, and insights.We believe investing is a transformative and long-term journey. That's why moomoo empowers investors with the tools and data they need to help unlock their financial potential today and in the future. Whether you're a beginner or a pro, moomoo is here to power your investment journey. With access to a wide range of both user-friendly and advanced features, including real-time market data, technical analysis tools, and in-depth order book data moomoo users can potentially enhance their trading strategies to pursue their goals.Our mission is built on three core values: transparency, innovation, and community. By using these values to guide us, we deliver a comprehensive investment experience for individuals across all trading levels.

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