Document day-to-day client services operations and support change management as the team transitions onto HubSpot
Provide client support across APAC and European time zones under a follow-the-sun ticketing model
Support client migration from our legacy platform to KYBIX by delivering client training and developing educational materials
Lead the phased rollout of HubSpot CRM, working with Marketing, Sales, Technology, Product and Operations to define pipeline structure and lifecycle stages
Audit and clean existing CRM data (e.g., misclassified contacts, account discrepancies) to establish a reliable single source of truth
Business Operations
Map internal processes, identify automation opportunities, and scope work with external HubSpot consultants
Develop internal documentation, training materials and branded company presentations to keep teams aligned and consistent
Sales Support
Design and map end-to-end pricing and conversion workflows
Build CRM-integrated lead-capture mechanisms (e.g., demo waitlist) to qualify prospects before product access is granted
Support business development in APAC and Europe by networking, identifying qualified prospects and delivering product demonstrations
Lead the phased rollout of HubSpot CRM, working with Marketing, Sales, Technology, Product and Operations to define pipeline structure and lifecycle stages
Audit and clean existing CRM data (e.g., misclassified contacts, account discrepancies) to establish a reliable single source of truth
Marketing Support
Support go-to-market execution ahead of product launch
Execute launch campaigns across social channels in partnership with the CMO, including multi-week LinkedIn content programmes on the KYB/KYC market
Ensure brand consistency across all external materials
Requirements
Bachelor's degree or equivalent professional experience
2–4 years of experience in customer success, account management, business operations or a similar client-facing role, ideally in SaaS or financial services
Fluency in English is required. Proficiency in a European language (e.g., French, Spanish, German) is an advantage for supporting our European clients
Experience in management consulting, a Big 4 firm or a technology company is preferred
Proven ability to build and maintain long-term relationships with enterprise or strategic clients
Strong stakeholder management skills and a customer-centric mindset
Hands-on experience with HubSpot or a comparable CRM is an advantage
Advanced proficiency in PowerPoint and Excel, with the ability to produce professional client-facing presentations, reports and data-driven business updates
Self-driven and adaptable, comfortable with ambiguity, and able to work both independently and within cross-functional teams
