Analyst/Associate - Customer Success & Client Acquisitions
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This role sits at the intersection of performance marketing and client acquisitions operations. You will work with both the Marketing and Commercial teams to execute how Keenai generates, converts, and onboards clients, from campaign and event-led lead generation through to funnel conversion and compliant onboarding, while ensuring the Sales team adheres to the relevant regulatory and compliance requirements across jurisdictions. You will support a data-driven client acquisition engine: helping set channel and campaign strategy, tracking performance against acquisition metrics, and partnering closely with the Marketing and Commercial teams, RMs, Legal, and Compliance to generate, convert, and onboard clients into active, well-onboarded accounts.
Key Responsibilities
Acquisition Strategy & Performance Marketing: Support the end-to-end client acquisition funnel strategy. Help define and prioritise channels (campaigns, events, partnerships, referrals) based on CAC, conversion rate, and pipeline quality. Track targets and report on acquisition performance to leadership. Campaign & Event-Led Lead Generation: Plan, coordinate, and measure client-facing events, roadshows, and acquisition campaigns as strategic lead-generation channels. Manage logistics, guest and vendor management, and post-event follow-up, and track ROI and lead-to-client conversion for each initiative. Funnel & Conversion Analytics: Build and maintain reporting on the acquisition funnel from lead to onboarded client. Identify drop-off points and friction, and recommend process or channel changes that improve conversion and time-to-onboard. Client On-boarding: Conduct thorough customer due diligence, analyse customer activities, and keep the company's KYC records current per internal standards and regulatory guidelines, ensuring onboarding operations keep pace with acquisition volume. Document Analysis: Assess customer identity documents, source of wealth documentation, adverse screening, company registries, business structures, beneficial ownership, and other sources and collaterals needed to make the assessment. RM Enablement: Support RMs' acquisition efforts by coordinating prospect documentation, expediting onboarding turnaround, and removing friction that could delay a lead from converting into an active client. Liaise with RMs to collect, verify, and follow up on required client documents; flag gaps or discrepancies before submission. Risk & Compliance Oversight: Ensure adherence to internal SOPs, regulatory requirements, and audit standards throughout the onboarding lifecycle. Conduct periodic reviews of client transaction history and
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