Job Description

Key Responsibilities

Client Services

. 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