Client Success Analyst

Location: Hong Kong - Central Hong Kong

As a Client Success Analyst reporting to the Head of APAC Client Success, you'll play a critical role in helping institutional investors and investment managers unlock the full value of Dasseti's platform — supporting ESG data collection, sustainability reporting, and portfolio-level insights at every stage of the investment lifecycle.

You'll thrive in this position if you're client-focused, analytically minded, and bring a genuine passion for ESG and sustainable finance to a fast-paced, high-impact fintech environment. While this role will cover a broad range of clients within the investment management industry, there will be a focus on ESG clients.

Key Responsibilities

• Guide clients through onboarding and platform adoption, configuring end-to-end workflows (entity management, questionnaires, portfolio structures, data analytics and reporting).
• Advise clients on how to align platform configuration with key ESG frameworks and regulations, including TCFD, SFDR (PAI indicators), EDCI, and PCAF financed emissions methodologies.
• Act as the primary point of contact for functional and technical queries, bridging client needs and internal data, reporting, and product teams.
• Lead investigation and resolution of data incidents, tracing root causes across system logs, audit trails, and portfolio imports.
• Contribute to client retention and growth by participating in business reviews, identifying expansion opportunities, and proactively managing client health.

Required Qualifications

• Bachelor's degree in Business, Finance, Economics, Environmental Science, Sustainability, or a related field, or equivalent practical experience.
• 3-5 years of experience in Client Success, Account Management, or a similar client-facing role within a SaaS environment.
• Demonstrable experience with ESG and sustainability data, carbon accounting, or sustainability reporting frameworks (e.g., TCFD, SFDR, EDCI, GHG Protocol, PCAF).
• Strong analytical and problem-solving skills, with the ability to translate complex client requirements into practical platform solutions.
• Advanced proficiency in Microsoft Excel for data analysis and reporting.
• Clear communicator with excellent organizational skills and the ability to manage multiple priorities in a global, fast-moving environment.

Preferred Qualifications

• Experience with Power BI or similar business intelligence tools, including data dictionaries and data models.
• Familiarity with industry classification systems (e.g., NACE, GICS) and investment structures (funds, entities, look-through).
• A relevant ESG qualification (e.g., CFA Certificate in ESG Investing) or experience supporting institutional investors and senior client stakeholders.
• This position will be located in Hong Kong and offers the opportunity for a hybrid work environment at least 3 days a week in-office, subject to change.

Benefits & Rewards

• We offer a competitive, well-rounded rewards package designed to support the financial, physical, and emotional well-being of our employees and their families (where applicable).
• We utilize a structured job architecture and career framework to ensure growth opportunities are transparent, fair, and accessible to all employees.
• Come as You Are
• Nasdaq is an equal opportunity employer. We welcome applications from candidates of all backgrounds and identities.
• We are committed to fostering an inclusive workplace where diverse perspectives, experiences, and identities are valued and celebrated.
• We ensure that individuals with disabilities are provided with reasonable accommodation throughout the hiring process.