Account Management Support Analyst (Intern)

Job Title : Account Management Support Analyst (Intern) 

Location: Singapore 

Department: Account Management 

Reports to: Head of Client Success 

About Tookitaki 

Tookitaki is redefining the financial landscape by creating collaborative-intelligence solutions for fighting financial crime. As a pioneer in building a federated, AI-powered Anti Financial Crime (AFC) Ecosystem, Tookitaki helps leading financial institutions stay protected from evolving risks through collective intelligence. With operations across Singapore, India, the UK, and the US, and clients including GXS, Tencent, Maya, and Boost, Tookitaki is recognized by global bodies such as the World Economic Forum and Forbes. 

Role Overview 

We are seeking a motivated and detail-oriented Intern / Account Management Support Analyst to assist the Account Management and Client Success teams in managing client portfolios, maintaining accurate reporting, and ensuring smooth operational execution across Tookitaki's customer lifecycle. This is a full-time internship role based in Singapore, ideal for candidates aspiring to grow in account management, client success, or business analytics within the fintech or regtech domain. The candidate will work closely with Account Managers, Pre-Sales, Finance, and Legal teams to support daily client operations, reporting, and documentation processes. 

Roles & responsibilities:

 1. Account Management & Client Success Support

• Assist in managing client data across the Account Management (AM) and Client Success (CS) Portals.
• Perform initial uploads of client data, contracts, and implementation details.
• Ensure data accuracy between contract terms, ARR, and license duration.
• Validate dashboard correctness and report discrepancies.
• Maintain ongoing updates for client and opportunity records. 

2. Operational Reporting & Planning 

• Prepare and update weekly CS meeting plans and reports.
• Maintain dashboards and trackers for progress, risks, escalations, and action items.
• Support quarterly and monthly management decks (GMM/QBR).
• Update "Plan on a Page" portals and ensure alignment with client deliverables. 

3. Cross-functional Coordination 

• Collaborate with Customer Experience (CE), Client Success (CS), and Account Management (AM) teams to track and close cross-functional action items.
• Maintain and update progress trackers with priorities and timelines.
• Support coordination on escalations and ensure timely resolution tracking.

4. Pre-Sales & Client Collateral

• Assist in preparing client proposals, RFI/RFP responses, and value realization documents.
• Support client deck creation, case studies, and marketing collaboration for success stories.
• Coordinate with the Pre-Sales and Marketing teams for content consistency and data accuracy. 

5. Contract Management

• Draft SOWs and contracts using base templates.
• Coordinate with Legal for internal approvals and track client sign-offs.
• Maintain contract repository and ensure documentation completeness. 

6. Billing & Finance Coordination

• Review contract milestones and verify PO availability for invoicing.
• Maintain AR monitoring sheets to track payments and license milestones.
• Coordinate with Finance for payment follow-ups and client reminders. 

7. Analytics & Reporting

• Maintain internal dashboards for client health, contract status, and financial tracking.
• Support ad-hoc data analysis for QBRs, ARR validation, and client reporting.
• Contribute to testing and validating new AM tools and process automation features.

 Key Performance Indicators (KPIs)

• Timeliness and accuracy of data entry and reporting
• Dashboard correctness and quality of updates
• Adherence to contract and billing timelines
• Quality of decks and reports (QBRs, GMM, CS plans)
• Responsiveness and support to cross-functional teams 

Requirements: 

Education: 

Pursuing or completing a Bachelor's degree (BBA, MBA, or equivalent) in Business, Finance, or related field. 

Language: Proficiency: English and Chinese (bilingual preferred).

Experience: 1–2 years of work or internship experience in finance, technology, or software solutions preferred. 

Skills:

• Strong communication and client-facing skills.
• Proficiency in PowerPoint, Excel, and Word.
• Data-driven and analytical mindset with attention to detail.
• Ability to multitask and manage deliverables across teams.
• Good organizational and time management abilities. 

Tools Exposure:

• Account Management and Client Success Portals
• CRM systems (e.g., Salesforce, HubSpot)
• Excel/Google Sheets for reporting
• Powerpoint/Google Slides slides presentation 

Why Join Tookitaki?  

• Work at a visionary RegTech pioneer creating real-world impact in fight against financial crime.
• Join a diverse global team that embraces customer-first thinking and continuous innovation. 
• Enjoy a high-growth, agile environment that encourages ownership, creativity, and speed.
• Get access to world-class learning, cross-functional exposure, and a chance to shape the future of financial crime prevention.