Quantios is a leading provider of software solutions for the trust administration and corporate services industry. With over 30 years of experience, we empower our clients with innovative technology that enhances governance, operations, and investment on a global scale. At Quantios, we are committed to fostering a diverse and inclusive workplace where creativity, learning, and collaboration drive success.
As a Customer Experience Intern (Tech / SaaS), you will support the Customer Success team in helping our customers get value from Quantios products. Your role focuses on learning how to work with customers, gaining product knowledge, and assisting the team with day to day tasks.
You will help ensure customers receive good service, understand their basic needs, and contribute to internal processes that keep the team running smoothly.
Job Responsibilities:
Customer Engagement & Support
- Assist Customer Success Managers in preparing for customer meetings and follow ups.
- Sit in on customer calls and take notes to support internal awareness.
- Help maintain customer profiles and product usage data in HubSpot.
- Support communication with customers under the guidance of a CSM.
Internal Coordination
- Work with teams such as Support, Product, and Account Management by gathering information or preparing documentation.
- Help track customer issues and ensure updates are properly logged.
- Assist CSMs with organising Service Reviews and basic engagement activities.
Operational Tasks
- Keep records and materials (meeting notes, documents, customer data) organised and updated.
- Support the creation of QBR materials by gathering inputs and preparing slides.
- Update trackers for customer health, risks, and activities as directed by a CSM.
Product & Industry Learning
- Develop an understanding of Quantios products and how customers use them.
- Learn to identify basic customer needs and challenges.
Commercial & Administrative Support
- Help CSMs with administrative tasks related to renewals, quotes, and contracts (no direct ownership of commercial decisions).
- Assist with identifying potential opportunities and logging leads into HubSpot for the Account Manager.
Continuous Improvement
- Share ideas for how team processes or customer materials can be improved.
- Support documentation updates for internal CSM procedures.
Job Requirements:
- Bachelor's degree in Business/ Finance Tech or related studies.
- Be eager to learn about customer success and SaaS environments.
- Have strong communication skills and enjoy working with people.
- Be organised, detail‑oriented, and comfortable handling multiple small tasks.
- Be collaborative and willing to help wherever needed.
- Have basic analytical skills and interest in understanding customer data.
- Have a proactive attitude and strong willingness to grow.
- Previous exposure (through school, internship, or projects) to customer‑facing work or technology is helpful but not required.
Occasional support for customer events or internal meetings may require limited travel.
Top Skills
What We Do
Quantios is a global SaaS provider to the Wealth, Trust, and Corporate Services (TCSP) industry. As a market leader, Quantios is committed to leading the digital transformation within the sector. Its technology ensures seamless global compliance and streamlined administration, empowering clients to focus on expanding their operations without the complexities typically involved. With 40 years of industry experience, Quantios deeply understands the diverse and complex needs of its customers. It uses this expertise to deliver comprehensive SaaS solutions that ensure robust data governance and simplify regulatory compliance. The company employs over 300 skilled professionals who are dedicated to meeting evolving customer needs. To date, Quantios has partnered with over 600 organisations worldwide, helping them achieve higher efficiency, scale, and growth through digital transformation. For more information, please visit www.quantios.com
