Account & Success Manager – Fintech, Securities Specialist

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🔥 0 minutes ago

🇮🇩 Indonesia – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

👻 Ghost score 25%

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Logo of IBMC

IBMC

51 - 200 employees

Founded 2022

⚖️ Legal

📣 Marketing

📦 Logistics

Legal • Marketing • Logistics

IBMC is a Indonesia-focused business services firm that helps local and international companies enter and operate in Indonesia. They provide HR outsourcing and recruitment (including customer support, tech, and healthcare staffing), employer-of-record services, consulting, tax and accounting, incorporation assistance, market research, business licensing, and certification support (e. g. , Halal, GMP, export). IBMC emphasizes local regulatory expertise, tailored B2B services, and client-focused support to simplify compliance and accelerate growth in the Indonesian market.

📋 Description

• Act as the main point of contact for international fintech/securities accounts and execute tailored Success Plans aligned with business objectives. • Participate in pitch meetings and strategy calls with prospective new clients alongside the business development team. • Translate client needs into agency solutions. • Serve as the first responder for day-to-day client inquiries, technical requests, and operational escalations. • Ensure fast, accurate, and professional resolutions. • Lead seamless onboarding for newly signed clients and translate sales promises into actionable service delivery workflows. • Monitor account health metrics and conduct Monthly/Quarterly Business Reviews (MBRs/QBRs). • Identify upsell/cross-sell opportunities within existing accounts. • Partner with PR, content, and media teams to ensure campaign deliverables meet financial compliance and quality standards.

🎯 Requirements

• Minimum 3–5 years of professional experience in Account Management, Customer Success, or Client Relations within a Marketing/PR agency or a fintech/financial services firm. • Direct experience or deep familiarity with Fintech, Securities/Brokerages, Trading Platforms, or Capital Markets is required. • Exceptional verbal and written English communication skills; comfortable presenting to C-level executives and international stakeholders. • Proven ability to participate in new business discovery calls, handle client inquiries on the spot, and build trust quickly. • Strong organizational skills using CRM software (HubSpot/Salesforce), project tools (Asana/Monday.com), and data presentation suites. • High emotional intelligence, problem-solving agility, and a strong sense of ownership over client outcomes.

🏖️ Benefits

• Competitive salary aligned with agency standards and experience. • Full social security coverage (BPJS Kesehatan & BPJS Ketenagakerjaan). • 100% Fully Remote Work: Work from anywhere with a stable internet setup. • Global exposure working with high-profile international fintech brands and a multicultural team.

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