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Ping An Insurance Group · 上海市

# 客户管理岗

上海市 

Listed on Ping An Insurance Group’s official careers site. Posted September 22, 2026. Check that it is still open and apply there.
[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=9C2EAD7275A9448697373C06EC63DAA1)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 客户管理岗

## Job description

岗位职责

### 专业管理能力
- 有财务管理基础经验，能看懂业务逻辑；

### 需求与预算管理
- 了解集团内各专业公司业务需求，负责年度预算沟通、定价谈判，对业务量与收入持续追踪预测。

### 客户关系管理
- 建立稳固的客户关系，动态掌握客户声音；开展满意度调研，找到痛点并跟进定制化解决方案落地。

### 一体化方案落地
- 识别业务承接与变更中的风险，制定从“存量改进”到“增量实现”的全流程一体化解决方案，并推动总分联动落地。 任职资格

### 背景要求
- 财务相关专业，本科及以上学历。

### 专业能力
- 熟悉财务共享中心建设，具备清晰逻辑思维与卓越的复杂问题解决能力。

### 实战经验
- 具有大型企业客户开发/维护经验，独立跟进客户全生命周期；有一体化解决方案经验或500强售前方案经验者优先。

### 软性素质
- 具备极强的语言表达与沟通协调能力，责任心强，能适应出差安排。

## At a glance
- Posted by the employer: Sep 22, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 28 days
- Location: 上海市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=9C2EAD7275A9448697373C06EC63DAA1)

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Dates come from the employer where stated; “first seen” and “last checked” are our own observations.

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