FundApps is a SaaS scale-up that helps investment managers monitor and comply with worldwide regulations. We were one of the world\'s first "RegTechs" and we\'re shaking up an entire industry. Our clients love what we do (as proved by our Net Promoter Score of 45) and this has led to phenomenal, consistent revenue growth. Scottish Equity Partners completed a significant growth equity investment in May 2021 and became minority investors in FundApps.


Our first area of focus was to help managers with Shareholding Disclosure, a complex regulatory problem without a decent solution in the market. We were first to license legal information from aosphere, an affiliate of Allen & Overy, which underpins our rules. Since that time, our product has become the undisputed market leader for the management of Shareholding Disclosure. We have also added new ground-breaking services - Sensitive Industries and Position Limits - and in 2020, introduced Rapportr to make reporting simple for our clients.


In 2018, we became a Certified B Corporation and in 2019 were recognised as a B Corp \'Best for the World\' Honoree - highlighting our commitment to doing good by our people, the environment and the community. We\'ve also won multiple accolades from organisations such as Wired, The Financial Technologist, World Economic Forum and Deloitte. In total we monitor over $14 trillion in assets under management every single day - this represents ca. 15% of global assets - for clients ranging from hedge funds to some of the world\xe2\x80\x99s largest asset managers, and we\'re just getting started!


We\'re a growing team of smart, friendly people with over 30 nationalities at last count. We have offices in London, New York and Singapore and remote employees spread across the globe. Keep scrolling to learn more!


The role


The Client Implementation & Success team sits within the broader Client Services team and has overall responsibility for ensuring clients are getting as much value as possible, and as quickly as possible, from our products and services.


The key focus of this role is client outcomes and ensuring our clients believe they\xe2\x80\x99ve achieved a significant return on investment. This is a hybrid role, including both the implementation of FundApps products and services, as well as day to day client success responsibilities.


You can expect each day to be different, thanks to the constantly evolving nature of our business but the responsibilities will always remain the same: helping clients obtain value from our services by ensuring a smooth implementation whilst enhancing understanding, adoption and usability.


Commercial responsibility for client renewals and retention lies with the Account Management team, but the Client Implementation and Success Manager\xe2\x80\x99s job is to ensure maximum client satisfaction from an operational perspective, so that clients won\xe2\x80\x99t even consider leaving FundApps. Turning more and more clients into loyal promoters, as measured by our exceptional Net Promoter Score (currently 45) is the ultimate goal.

What you\'ll be working on

• • Creating a bespoke implementation plan based on agreed services and client objectives, both for new and existing clients
  • Owning a portfolio of clients from initial phases (implementation) through to \xe2\x80\x98go-live\xe2\x80\x99 and being their \xe2\x80\x98go-to\xe2\x80\x99 person at FundApps from a day-to-day/operational perspective
  • Ensuring clients have the best possible experience of FundApps from the moment they kick off the implementation and guiding the client through the data and technical requirements to build out XML/CSV files and configure APIs
  • Guiding them through the aggregation structure set up during implementation phases
  • Gaining a deep understanding of each client in your portfolio, how they use our products and ensuring they get the most value from them
  • Establishing appropriate governance of the client relationship \xe2\x80\x93 including recurring project management calls, quarterly business reviews, monthly calls and running training modules
  • Working closely with internal stakeholders across Product, Engineering and Regulatory content teams to ensure smooth onboarding and improvement of features/functionality and product enhancement requests
  • Managing larger, more complex incoming client issues for your portfolio of clients, including the interpretation of market specific rules
  • Identifying gaps and potential issues for each client, before they become a problem
  • Acting as an escalation point for incidents that impact your portfolio of clients
  • Ongoing deep dive sessions with clients to help them understand functionality and features
  • Proactively monitoring client environments to check for anything problematic or to help them get more value from our services
  • Sharing knowledge with the rest of the CS team either in terms of product, industry or best practice
  • Helping train new team members
  • Promoting our client community and encouraging participation from clients
  • Organising regular and ad hoc client events

What you\'ll bring to the team

• • Bilingual in Japanese and English
  • Relevant experience in a similar role, preferably within a financial SaaS or RegTech company
  • Proven track record of successfully managing simultaneous implementation projects as well as the ability to demonstrate a good understanding of project scheduling, scope and resource management, issue tracking and escalation management
  • Experience of working with asset managers, hedge funds, pension funds and/or banks
  • Experience of managing a portfolio of clients with a focus on value add
  • Financial industry knowledge and experience
  • Financial regulation and compliance knowledge and experience
  • Excellent communication skills, both written and oral
  • Excellent organisational skills
  • A strong understanding of client management systems, processes and metrics
  • An ability to advocate for clients, whilst balancing it with \xe2\x80\x9cwhat\xe2\x80\x99s best for FundApps and the broader client base\xe2\x80\x9d
  • A passionate, dedicated and solutions-focused attitude
  • Ability to adapt to change quickly and handle a fast-paced, challenging environment
  • A proactive, resourceful mindset focused on delivering value and enhancing client relationships
  • Ability to prioritise effectively, including managing conflicting priorities
  • Ability to adopt new systems and processes quickly and effectively

Bonus Points

• • An understanding of Shareholding Disclosure regulation
  • A financial qualification such as the Investment Management Certificate or similar
  • Experience of using any of the following would be helpful: Slack, ClientSuccess, Monitoring & Analytics tools (DataDog, Splunk), Source control (Github), Notion and project management systems (e.g. ShortCut, Jira)

We don\'t expect you to tick every box; if you get warm fuzzy feelings about what we\'re trying to achieve at FundApps, then we want to hear from you!


Salary: $110,000-129,000 SGD per annum dependent on skill and experience.


Check us out on Glassdoor here!



" FundApps fully empowered me to take control of my career" -Engineer


Benefits
Life at FundApps
\xc2\xa31,000 (equivalent SGD) learning budget each year and unlimited professional development leave

• \xef\xb8\x8f Private Health Insurance

Peer micro-bonuses through Bonusly
Flexible working - 90% of our team do it regularly
25 days holiday leave + an extra day next year if you use it all + an extra day after 3 & 5 years
5 Years @ FundApps - additional 4 week paid holiday leave during your 5th year as a FundApper
Birthday off
\xe2\x9d\xa4\xef\xb8\x8f Unlimited volunteering leave
26 weeks leave for all new parents regardless of gender, location or family structure
Unlimited sick and compassionate leave
Peer-led \xe2\x80\x98Brown-bag lunch\xe2\x80\x99 learning sessions


We are proud of the diversity of all FundAppers - it makes us strong. You will find flexibility around religious observances, our national flags all around the office, a monthly \xe2\x80\x98Laydeez who lunch\xe2\x80\x99 and a Pride celebration with some epic Cher and RuPaul playlists! If you\xe2\x80\x99re looking for a workplace where you can just be yourself, you\xe2\x80\x99re in the right place.


Your privacy
Any information you submit through our job application process will be used for the purposes of assessing your fit for a role at FundApps. We may also retrieve and store information from your public social media profiles for the same purpose. You can find out more about how your data is used and your rights in our privacy policy.