Customer Success Manager (RFI Support), SME & Growth, CN

Reposted 2 Months Ago
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Guangzhou, Guangdong, CHN
In-Office
Junior
Artificial Intelligence • Fintech • Payments • Business Intelligence • Financial Services • Generative AI
Do the most ambitious work of your career. Airwallex is building the future of global banking.
The Role
Manage and onboard target B2B customers for Airwallex: drive activation to initial transactions, handle daily funds inquiries and KYC/KYB workflows, proactively service existing customers to improve satisfaction and product usage, collaborate with sales, marketing, risk, operations, compliance and product teams to identify risks and product needs, and update/track cases in Salesforce/internal systems to meet SLAs.
Summary Generated by Built In
About Airwallex

Airwallex is the AI-native financial operating system for a real-time, intelligent economy. More than 675,000 businesses, including McLaren Racing, Qantas, SHEIN, and TikTok, use us, directly or through our platform partners, to run their financial operations or build and monetize financial products of their own.

We started in Melbourne in 2015 to build the infrastructure global commerce runs on. We're the regulated backbone behind global payments: not by accident, but by design. A decade plus, 85+ licenses, and a financial infrastructure spanning North America, Europe, the Middle East, and Asia-Pacific.

We're co-headquartered in San Francisco and Singapore, with more than 2,300 people across 27 offices. We hire builders with founder-level energy, people who move fast with good judgment, dig in with real curiosity, and make calls from first principles rather than waiting to be told what to do. Read our operating principles to see it in full.

 

主要职责

1.根据公司市场战略,负责对目标客户进行深度维护,包括新客前期服务及存量客户维护。

2.负责新客户从激活到前3单的服务跟进,让客户了解并习惯使用公司的产品,能根据客户需求处理资金查询及内部审核等日常工作。

3.通过高效服务流程,能对存量客户提供主动服务,并高效响应客户咨询,提升服务效率、客户满意度和产品使用体验

4.协同市场、销售团队,培育挖掘沉睡、高潜客户,提升客户价值

5.协同运营、风控、合规团队,识别潜在业务风险,协同战略、产研团队,挖掘客户需求痛点,推动产品优化

6. 在 Salesforce / 内部系统中查看、更新和推进 KYC、Ongoing KYC、TM、KYB 等 RFI case。与 Ops、Risk、Sales、AM、客服等团队协作,推动 case 按 SLA 完成对客户提交的资料进行基础完整性检查,确保信息准确、清晰、可用。

任职要求

1· 本科及以上学历,中英文流利

2· 2年以上客户服务、客户体验、客户成功相关工作经验,同类跨境支付领域B2B业务服务/运营/风控审核,KYC/KYB相关经验者优先。

3·具备良好的学习能力,数据分析能力和总结概括能力

4·结果导向,具有成长性和好奇心,有团队合作精神和跨团队协作沟通能力

Applicant Safety Policy: Fraud and Third-Party Recruiters

To protect you from recruitment scams, please be aware that Airwallex will not ask for bank details, sensitive ID numbers (i.e. passport), or any form of payment during the application or interview process. All official communication will come from an @airwallex.com email address. Please apply only through careers.airwallex.com or our official LinkedIn page.

Airwallex does not accept unsolicited resumes from search firms/recruiters. Airwallex will not pay any fees to search firms/recruiters if a candidate is submitted by a search firm/recruiter unless an agreement has been entered into with respect to specific open position(s). Search firms/recruiters submitting resumes to Airwallex on an unsolicited basis shall be deemed to accept this condition, regardless of any other provision to the contrary.

Equal opportunity

Airwallex is proud to be an equal opportunity employer. We value diversity and anyone seeking employment at Airwallex is considered based on merit, qualifications, competence and talent. We don’t regard color, religion, race, national origin, sexual orientation, ancestry, citizenship, sex, marital or family status, disability, gender, or any other legally protected status when making our hiring decisions. If you have a disability or special need that requires accommodation, please let us know.

Skills Required

  • Bachelor's degree and fluency in Chinese and English
  • 2+ years customer service, customer experience, or customer success experience
  • Experience in cross-border payments B2B services, operations, or risk review
  • KYC/KYB related experience
  • Good learning ability, data analysis and summarization skills
  • Result-oriented, curious, growth mindset, team player with cross-team communication skills
  • Experience using Salesforce or internal CRM/systems to manage KYC/KYB and case workflows

What the Team is Saying

Airwallex Compensation & Benefits Highlights

  • Healthcare Strength — Available descriptions highlight medical, dental, vision, life, disability, and mental‑health/EAP coverage for U.S. employees, with Modern Health/Rula noted in eligible markets. Feedback suggests this comprehensive core health coverage is a standout element of the package.
  • Leave & Time Off Breadth — U.S. postings cite 20 vacation days plus 12 company holidays, alongside birthday leave and three volunteer days in some locations. These policies are portrayed as generous and complemented by flexible remote‑work options in approved locations.
  • Equity Value & Accessibility — Eligible employees may receive RSUs or stock options in many markets, with U.S. materials noting RSUs via Carta and performance‑based bonuses. Feedback suggests this ownership component is a key part of total compensation.

Airwallex Insights

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The Company
HQ: San Francisco, CA
2,700 Employees
Year Founded: 2015

What We Do

Airwallex is the only unified payments and financial platform for global businesses. Powered by our unique combination of proprietary infrastructure and software, we empower over 250,000+ businesses worldwide – including Brex, Navan, Qantas, SHEIN, McLaren and many more – with fully integrated solutions to manage everything from business accounts, payments, spend management and treasury, to embedded finance at a global scale. Proudly founded in Melbourne, we have a team of over 2,300 of the brightest and most innovative people in tech across 27 offices around the globe. Valued at US$11 billion and backed by world-leading investors including T. Rowe Price, Visa, Mastercard, Robinhood Ventures, Sequoia, Salesforce Ventures, DST Global, and Lone Pine Capital, Airwallex is leading the charge in building the global payments and financial platform of the future. If you’re ready to do the most ambitious work of your career, join us.

Why Work With Us

Airwallex was founded by people told their idea was unreasonable, and we've hired that way ever since. We move fast, think globally, and give you ownership from day one. If you want to pioneer global finance at scale alongside the ambitious, let's talk.

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About our Teams

Airwallex Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

At a global level, we have a strong in-office culture. We’ve invested in world-class office space in hub cities around the world. We see the benefits of in-person conversation, mentoring, and knowledge-transfer as vital to our long-term success.

Typical time on-site: Not Specified
HQSan Francisco, US
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HQSingapore
Hong Kong, CN
Tokyo, JP
Sydney, AU
Bangalore, IN
Amsterdam, NL
Auckland, NZ
Kuala Lumpur, MY
Paris, FR
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London, UK
Melbourne, VIC
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Vilnius, LT
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