Job Responsibilities

Account Management & Client Servicing

Manage and nurture an assigned portfolio of existing B2B clients and partners.

Serve as the main point of contact for all client inquiries, escalations, and support needs.

Conduct regular business reviews to understand client goals, performance, product usage, and satisfaction.

Ensure timely resolution of issues by coordinating with support, product, and operations teams.

Maintain strong, professional relationships with stakeholders at all levels (C-level, operations, product, finance, etc.).

Sales Growth & Revenue Expansion

Identify and pursue upsell and cross-sell opportunities across assigned accounts.

Develop account growth strategies tailored to each partner’s business model.

Work with clients to drive adoption and usage of fintech products and services.

Meet and exceed monthly, quarterly, and annual revenue and retention targets.

Negotiate contract renewals, pricing, and commercial terms where necessary.

Portfolio Management & Strategy

Analyze client portfolio performance, trends, and KPIs to propose strategic improvements.

Monitor partner activity to anticipate risks and opportunities for expansion.

Maintain accurate documentation of account activities, sales pipelines, and forecasts in CRM systems.

Prepare presentations, proposals, and reports to support client engagement and internal planning.

Manage, service and grow the existing portfolio of B2B partners and maintaining existing clients' relationships.

Liaise with external providers/ business partners (e.g. Fund Houses, ETF providers etc.) on investment trainings, seminars, and conduct marketing events.

Identify new business opportunities through implementing new strategies to grow the business.

Involve in the process of UAT testing to increase the user experience.

Collaboration & Cross-Functional Alignment

Work closely with Marketing, Operations, Product, and Compliance teams to deliver value to clients.

Provide client feedback to internal teams to influence product enhancements and solution designs.

Participate in onboarding processes for new clients transitioning from sales to account management.

Support internal projects and initiatives aimed at improving partner/merchant experience.

Job Requirements

Bachelor’s Degree in Business, Finance, Business, Information System or related field (or equivalent experience).

3-5 years of experience in sales experience in B2B or account management, sales, or partnerships, preferably within fintech, payments, financial services, or SaaS.

Excellent communication skills in English and Bahasa Malaysia. Able to speak in Mandarin will be an added advantage.

Sales Oriented and Account Management, knowledge of mutual funds and other financial products.

Proven success in managing key accounts and generating revenue growth.

Strong oral, written, and interpersonal communication skills.

Ability to present ideas to various audiences and facilitate active engagement with clients.

Experience in IT project development (e.g. providing user requirements, conducting UAT, and etc.).

Skills & Competencies

Strong understanding of fintech products, digital payments, financial APIs, or related technologies.

Excellent relationship-building and negotiation skills.

Strong communication and presentation abilities.

Ability to manage multiple accounts, priorities, and deadlines effectively.

Analytical mindset with the ability to interpret data and client performance metrics.

Proficiency with CRM systems (e.g., Salesforce, HubSpot).

High level of professionalism, ownership, and customer-centricity.

Key Attributes

Proactive and results-oriented

Strategic thinker with problem-solving capabilities

Team player with cross-functional collaboration skills

Tech-savvy and adaptable to fast-changing fintech environments

Strong business acumen