Job Description

We are seeking a Customer Success Manager to join our team who can assist in the Australian financial B2B market.

Responsibilities:

• The CSM is the Trusted Advisor and manages deployment and product adoptions for customer accounts
• Develop and maintain long-term relationships with stakeholders within assigned accounts
• Conduct ongoing account meetings to communicate best practices, develop plans for expanded functional usage, provide use case examples for leveraging key product functionality and communicate new feature releases
• Plan and conduct onboarding and training for new customers
• Closely manage and nurture accounts to identify and eliminate risk attribution
• Create and deliver monthly reports to highlight customer successes and provide ongoing recommendations for further optimization
• Analyze customer account trends and provide feedback to internal stakeholders to ensure quality standards, customer requirements, and features are properly deployed and addressed
• Collaborate with key internal stakeholders with demonstrated ability to take direction and produce required results

• Minimum of 3+ years experience and a proven track servicing strategic accounts
• Previous experience working in a Client or Customer Success role within one of these industries: cloud/SAAS, Technology Services, or Finance.
• Ability to demonstrate account portfolio planning competency, ability to prioritize work, and strong time management skills are required
• Possess excellent verbal and written communication skills, including the ability to present to executive and key decision-makers
• CRM experience with Hubspot preferred
• Ability to deliver customized presentations and demonstrations via web conference
• BA/BS degree or equivalent work experience
• Great interpersonal skills with a positive attitude
• High level of verbal and written English