Customer Success and Operations Specialist

About 6Estates: www.6estates.com

Founded in 2014, 6Estates is a pioneering Enterprise GenAI solution provider based in Singapore, specializing in domain-specific Large Language Model (LLM)-backed solutions. As a spin-off from an AI Research Centre by the National University of Singapore and Tsinghua University, we empower enterprise customers with mature, business-ready AI technologies.

We are a team of deep tech specialists passionate about leveraging AI to empower enterprise growth and efficiency, while also elevating experiences for their end customers.

Our flagship software offerings are our AI-powered Intelligent Document Processing (IDP) platform and Lender Workflow Automation suite (‘FAAS’).

We also provide one-stop access to hardware, infrastructure, models, training and applications for enterprise customers seeking tailored, on-premise AI solutions.

We are supported by seasoned investors and technology partners, and our solutions are trusted by financial institutions and logistics companies across Asia.

Title: Customer Success and Operations Specialist

Location: Jakarta, Indonesia

Job Overview:

As a Customer Success and Operations Specialist, you will be our clients’ primary point of contact, ensuring they derive maximum value from our solutions. You will be responsible for presenting our platform to prospective clients, onboarding new customers, and providing ongoing support to existing clients. Your financial expertise and customer-centric approach will be critical in building strong relationships and driving customer satisfaction.

Key Responsibilities:

1) Client Presentations and Demonstrations:

• Present and demonstrate our LLM based financial solutions to prospective clients, showcasing how our platform addresses their needs.
• Tailor presentations to align with the client’s financial operations and goals.

2) Customer Onboarding:

• Guide new clients through onboarding, ensuring a smooth and efficient implementation of our solutions.
• Provide training and resources to help clients fully understand and utilize the platform.

3) Customer Support and Success:

• Serve as the main point of contact for existing clients, addressing their questions, concerns, and technical issues.
• Proactively monitor customer usage and engagement to identify opportunities for improvement or upselling.
• Develop and maintain strong, long-lasting relationships with clients to ensure high satisfaction and retention levels.

4) Financial Expertise:

• Leverage your financial background to understand client needs and provide tailored solutions.
• Stay updated on industry trends and regulations to serve financial clients better.

5) Operations Support:

• Collaborate with internal teams (e.g., product, sales, and engineering) to relay customer feedback and drive product improvements.
• Assist in developing and refining customer success processes and best practices.

6) Reporting and Analytics:

• Track and report on customer success metrics, such as adoption rates, satisfaction scores, and retention rates.
• Use data to identify trends and recommend strategies for improving customer outcomes.

Qualifications:

• Bachelor’s degree in Finance, Business, Economics, or a related field.
• 2+ years of experience in customer success, account management, or a similar role, preferably within the financial industry or SaaS solution sector.
• Strong understanding of financial concepts, products, and services.
• Excellent communication and presentation skills, with the ability to explain complex solutions in a clear and concise manner.
• Proven ability to build and maintain strong client relationships.
• Problem-solving mindset with a focus on delivering exceptional customer experiences.
• Financial knowledge and experience is a plus.
• Self-motivated, organized, and able to manage multiple priorities in a fast-paced environment.

About 6Estates: www.6estates.com

Founded in 2014, 6Estates is a pioneering Enterprise GenAI solution provider based in Singapore, specializing in domain-specific Large Language Model (LLM)-backed solutions. As a spin-off from an AI Research Centre by the National University of Singapore and Tsinghua University, we empower enterprise customers with mature, business-ready AI technologies.

We are a team of deep tech specialists passionate about leveraging AI to empower enterprise growth and efficiency, while also elevating experiences for their end customers.

Our flagship software offerings are our AI-powered Intelligent Document Processing (IDP) platform and Lender Workflow Automation suite (‘FAAS’).

We also provide one-stop access to hardware, infrastructure, models, training and applications for enterprise customers seeking tailored, on-premise AI solutions.

We are supported by seasoned investors and technology partners, and our solutions are trusted by financial institutions and logistics companies across Asia.

Title: Customer Success and Operations Specialist

Location: Jakarta, Indonesia

Job Overview:

As a Customer Success and Operations Specialist, you will be our clients’ primary point of contact, ensuring they derive maximum value from our solutions. You will be responsible for presenting our platform to prospective clients, onboarding new customers, and providing ongoing support to existing clients. Your financial expertise and customer-centric approach will be critical in building strong relationships and driving customer satisfaction.

Key Responsibilities:

1) Client Presentations and Demonstrations:

• Present and demonstrate our LLM based financial solutions to prospective clients, showcasing how our platform addresses their needs.
• Tailor presentations to align with the client’s financial operations and goals.

2) Customer Onboarding:

• Guide new clients through onboarding, ensuring a smooth and efficient implementation of our solutions.
• Provide training and resources to help clients fully understand and utilize the platform.

3) Customer Support and Success:

• Serve as the main point of contact for existing clients, addressing their questions, concerns, and technical issues.
• Proactively monitor customer usage and engagement to identify opportunities for improvement or upselling.
• Develop and maintain strong, long-lasting relationships with clients to ensure high satisfaction and retention levels.

4) Financial Expertise:

• Leverage your financial background to understand client needs and provide tailored solutions.
• Stay updated on industry trends and regulations to serve financial clients better.

5) Operations Support:

• Collaborate with internal teams (e.g., product, sales, and engineering) to relay customer feedback and drive product improvements.
• Assist in developing and refining customer success processes and best practices.

6) Reporting and Analytics:

• Track and report on customer success metrics, such as adoption rates, satisfaction scores, and retention rates.
• Use data to identify trends and recommend strategies for improving customer outcomes.

Qualifications:

• Bachelor’s degree in Finance, Business, Economics, or a related field.
• 2+ years of experience in customer success, account management, or a similar role, preferably within the financial industry or SaaS solution sector.
• Strong understanding of financial concepts, products, and services.
• Excellent communication and presentation skills, with the ability to explain complex solutions in a clear and concise manner.
• Proven ability to build and maintain strong client relationships.
• Problem-solving mindset with a focus on delivering exceptional customer experiences.
• Financial knowledge and experience is a plus.
• Self-motivated, organized, and able to manage multiple priorities in a fast-paced environment.