Intern - SGX FX - Customer Success Management (Fall 2026, Jul to Dec)

Job Summary

Join the customer success management team, which includes account management and project management responsibilities. Learn from CSMs on the daily tasks they perform to service clients and upsell/cross-sell to existing clients.

What the Intern Can Learn During the Internship

• Develop an in-depth understanding of the FX market microstructure and marketplace dynamics.
• Prepare regular weekly and monthly write-ups of SGX FX Asia client meetings and new client details for field sales.
• Create monthly sales and account management presentation materials.
• Review and data-mine current client trading volumes, trends, inactivity, and opportunities for sales and revenue generation.
• Conduct competitive analysis (spreads, volume, clients, product differences) across competitors.
• Gain exposure to sales and marketing through account management, sales, face-to-face or digital conferences, client interactions, and marketing events.
• Analyze profitability of customer segments by product.
• Develop technological, product, and functional FX understanding.
• Learn how to upsell/cross-sell products to clients.
• Understand the workflows of different clients and provide value-add to various segments by identifying opportunities.
• Develop a critical thinking mindset.

Job Responsibilities

• Monitor rejections and coordinate with liquidity providers accordingly.
• Assist in creating marketing materials and pitch documents, or adapt them for the local region.
• Help prepare regional meetings for the regional team.
• Assist the team in setting up new users.
• Onboard LPs and new accounts for new or existing clients.
• Support the team in managing large client projects by coordinating with internal stakeholders.
• Assist CSMs with upselling features and related projects.
• Learn about the Foreign Exchange market, our clients, and their current and future requirements, and the functions within SGX FX.
• Provide functional/technical support (L1/L2) for all SGX FX clients.

Job Requirements

• Strong command of English; Mandarin is a plus but not required.
• Understanding of SaaS Cloud computing knowledge.
• Proficiency in Microsoft tools, including reporting, Power Pivot, and attention to detail.
• VBA skills, SQL skills, and Python scripting are an added advantage.
• Good customer service skills.