Client Success Manager (Remote)

A truly cross functional role, the successful candidate will be able to integrate their breadth and depth of knowledge in trade finance and managing incoming client queries & requests with speed and tact. In this role, the candidate is expected to collaborate closely with the client and demonstrate our platform’s capabilities.

Responsibilities

• Provide world class client servicing to our client
• Manage expectations and communication lines between internal and external stakeholders
• Implement solutions to continuously improve Turn Around Time, Accuracy, and all productivity related KPIs as provided by the Chief Operating Officer
• Test the Traydstream platform for new features or modified functions added to our products as per our client’s expectations
• Measure, monitor, and record data related to our clients’ transaction efficiency or efficacy on the Traydstream platform
• Research and recommend creative ideas to address the root cause of functional platform problems
• Propose workable solutions to improve trade document processing times and quality of our client’s transactions within our platform
• Manage checklists and action plans for clients by coordinating and supporting cross functional teams based on urgency and criticality
• Coach and manage clients through the customer life cycle by initiating their trade transactions sets into the platform
• Incorporate trade documentation best practices for our trade officers and clients

Requirements

Qualifications & Skills

• 4 – 6 Years in Trade Transaction Processing
• Undergraduate or Postgraduate Degree (BBA, BCOM, MBA or equivalent)
• Certified Documentary Credit Specialist (CDCS) – Good to have
• UCP-600, ISBNP
• Knowledge of UCP 600, ISBP 821, URR 725, URC 522 and Incoterms 2020
• Well versed with Trade Finance Products such as Letter of Credit & Documentary Collections, Open account
• Knowledge of SWIFT messages
• Excellent Interpersonal skills including communication, client servicing, and influence & negotiation
• Excellent Interpersonal skills including communication, client servicing, and influence & negotiation
• Superior Problem-Solving Ability
• Strong Understanding of Data Collection & Analysis Techniques
• Ability to multi-task in a fast-paced environment with fluctuating priorities and deadlines
• Ability to work without direct supervision, and efficiently manage tasks and time
• Proficiency in Microsoft Office Suite
• Proficiency in English

Preferred Abilities

• Involved in Automation/ Digitization of Trade Processing
• Basic understanding of Technology concepts i.e., Artificial Intelligence. Machine Learning and Cloud Infrastructure
• Shifts flexibility: We have clients from US /UK / Australia /Japan and other countries. So, depending on client’s time zone we will have to coordinate

Benefits

Benefits of working at Traydstream

We’re a company on an ambitious mission. We work hard, and we’re proud to offer our team generous benefits to support them both professionally and personally.

• Comprehensive health plans
• Generous leave policy
• Flexible remote working
• Unlimited learning and development programmes
• Cross-functional learning paths