Customer Success Manager

Hong Kong

Applications have closed
Sentieo Inc. logo

Sentieo Inc.

Get insights that win. Sentieo combines financial document search, data extraction, modeling, market data, and research management in one platform. Start your free trial today.
Find more jobs like this

Sentieo is a disruptive SaaS platform on a mission to revolutionize investment and corporate research. Our next generation technology empowers knowledge professionals to rapidly discover insights so they can make smarter investments and execute winning strategies. Sentieo enables over 1000 clients worldwide to research investment opportunities, competitors, and markets with ease and accuracy. Join our team as we reimagine the future of research.
The Customer Success Team is the key liaison and point of contact for Sentieo users; from top asset managers and Fortune 500 corporations, to consultants and serious individual investors. Your team is obsessed with ensuring that our users are able to easily leverage and navigate through the Sentieo platform successfully, by continuously driving value for our clients with each interaction. From seamless onboarding, to 24/7 customer service and customer advocacy, to driving contract renewals and upsell campaigns, the Customer Success Team spearheads the happiness and success of all Sentieo users.
The success of both our clients and Sentieo is heavily dependent on your ability to help our users to make better decisions in less time through our platform. As a Customer Success Manager, you’ll be in the unique position of guiding our clients through an improved method of accessing information and data via Sentieo. With your initiative of and contribution to the Customer Success Team, Sentieo will continue to grow into the leading equity research platform for finance professionals.
This is a remote position based out of Hong Kong.


  • Developing a strong understanding of the Customer Journey within Sentieo to drive more value for our clients
  • Managing a book of business, overseeing renewals and closing upsells
  • Building clear learning plans for a wide array of clients and use cases
  • Performing our onboarding process while working with our team to continually improve and refine our customer onboarding experience
  • Identifying common customer challenges to help us build better solutions and processes
  • Partnering closely with our Product and Sales teams to explain our customers’ needs and shaping our product to meet them
  • Generating customer references and case studies


  • 3-5 years of experience in customer success, strategic consulting, or project management role
  • Experience overseeing the full lifecycle of strategic projects
  • Ability to interface with multiple internal and external business units in an organized way
  • Self-motivated, proactive team player with a natural curiosity and passion for learning
  • Strong interpersonal skills and experience building relationships
  • Ability to deal with high-pressure situations with poise, diplomacy, and tact
  • Consistent track record of highly professional customer service in a fast-paced, dynamic environment
  • Highly process-oriented mindset, with a love of telling stories with data
  • Excellent ability to empathize and identify with customer needs to solve their problems


  • Background in finance (buy-side or sell-side), and/or background in financial services
  • Interest in personal investing
  • Client-facing background
- Join a passionate and collaborative team that is committed to achieving our mission- Comprehensive compensation and equity package- Opportunity for career development and vertical movement within the company
Our company values diversity and believes diverse teams make innovation possible. We work on complex, difficult problems with no linear or clear solutions. We believe that a diverse team can bring different perspectives and approaches, and whose experiences reflect the full set of clients we seek to serve. As such, Sentieo is committed to a diverse representation among our employees.
Job perks/benefits: Career development Equity
Job region(s): Asia/Pacific
Job stats:  18  3  0

Explore more Remote Work and WFH career opportunities