Customer Success (Financial Services)

Jakarta Utara, Indonesia

Description:

SabiKerja is a curated headhunter agency based in Jakarta that is well-known as a one-stop talent solution in which we connect curated quality talent with the institution or company that partners with us.

Our client is a leading digital invoicing and payment solutions provider that helps businesses automate billing, collections, and financial workflows. We are supporting them in recruiting a dedicated professional to join their Indonesia team.

As a Customer Success, you will play a key role in managing and growing existing customer accounts by driving cross-selling opportunities and ensuring long-term client satisfaction. You will be responsible for converting supplied leads into successful closures while maintaining strong relationships with customers through proactive engagement, high mobility, and continuous support. This role requires a customer-focused mindset, adaptability, and a strong willingness to learn and grow within the organization.

Key Responsibilities:

  • Manage existing customer accounts with a strong focus on cross-selling additional products and services across the client’s business units.

  • Convert company-supplied leads into successful deals by understanding customer needs and offering appropriate solutions.

  • Build and maintain strong, long-term relationships with customers to drive loyalty and repeat business.

  • Conduct regular customer visits, meetings, and attend events to strengthen engagement and identify new opportunities.

  • Collaborate closely with internal teams to ensure smooth execution and delivery of customer solutions.

  • Monitor customer feedback and proactively address issues to improve customer satisfaction and retention.

  • Maintain accurate records of customer interactions, activities, and opportunities.

Qualifications:

  • Bachelor’s degree in Business, Management, Marketing, or a related field.

  • Experience in account management, customer success, sales, or a related role is preferred.

  • Strong ability to convert leads into closures with a results-oriented mindset.

  • High willingness to learn, adaptable, and open to being developed through coaching and training.

  • Willing to work with high mobility, including frequent customer visits and participation in events.

  • Strong sense of commitment, responsibility, and loyalty to the organization.

  • Excellent communication, interpersonal, and relationship-building skills.

  • Proactive, resilient, and able to work well in a fast-paced environment.

Customer Success (Financial Services)

Job description

Customer Success (Financial Services)

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