Client Success Officer

• Participate in demos where the Point Nine Solution is showcased to potential clients.
  


• Assist new clients with the onboarding processes and procedures and with the functionality of the Point Nine regulatory Reporting Portal.
  


• Understand clients’ requirements and deliver solutions to facilitate the clients’ business requirements and specifications.
  


• Collect all necessary information based on the relevant regulatory reporting regime.
  


• Perform Gap Analysis of client’s data.
  


• Provide all necessary business rules/analysis/documents to our Software Developers for implementation.
  


• Overview of the whole project until the final delivery of the product to the client.
  


• Provide daily support to clients with their reporting process to ensure all their regulatory reporting obligations are met in a timely manner.
  


• Ensure that all clients receive their daily reports and investigate any errors/breaks in collaboration with the relevant internal department.
  


• Lead and prioritize product/customer projects, ensure all deadlines are met using the relevant project management systems.
  


• Assist clients with any questions or queries they may have regarding the regulatory reporting regulations.
  

Requirements

• University degree in Finance, Accounting, Informatics, Engineering, Mathematics, or any other related field.
  


• At least 2 years of experience in the financial services industry, ideally with a middle/back office or regulatory reporting background.
  


• Knowledge of trade and transaction reporting (EMIR MiFIR, SFTR etc.) and a good understanding of the reporting regulations per regime.
  


• Good Excel-based spreadsheet / data management skills / SQL will be considered an advantage.
  


• Excellent verbal and written knowledge of the English language.
  


• Excellent time management, organization, and planning skills are essential.
  


• Able to set priorities and manage clients’ expectations.
  

• Excellent analytical and problem-solving skills.
  


• Strong Communicator – Professional verbal and written communication skills; articulation, grammar, and business writing.
  


• Positive – Has a positive attitude, optimistic.
  


• Confident – Has self-confidence that instills sureness in the prospect/client.
  


• Trustworthy – Comes across as someone that the client/prospect trusts and wants to work with.
  


• Problem Solver – Can identify clients’ needs/wants/problems and direct the sales message to the service offerings.
  


• Proactive – Takes time to prepare, takes responsibility and acts.
  


• Prioritizes Efforts – Discerns the value of the deal versus the time and effort spent.
  


• Team player – actively contributes and supports the team to achieve a common goal.
  

Benefits

• Competitive remuneration package
  


• Medical Insurance
  


• Provident Fund
  


• Flexible work schedule - Work from home policy
  


• 22 days of annual leave
  


• Professional Development: In-house and external training
  


• Workplace perks