Onsite Customer Success Manager

Posted 6 minutes ago

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About the role

  • Customer Success Manager at HUB24 responsible for driving customer outcomes and implementing best practices with myprosperity portal. Collaboration with clients to achieve business goals for retention and growth.

Responsibilities

  • Lead clients through end‑to‑end implementation, from signed‑off implementation plans through to launch.
  • Establish a clear understanding of client goals, objectives, and success criteria.
  • Drive a structured and effective handover from Sales to Customer Success.
  • Own implementation completion and client sign‑off.
  • Prepare clients for transition into the Customer Success managed pool.
  • Respond to client enquiries across agreed channels in a timely manner.
  • Reinforce portal adoption and utilisation by guiding customers on best‑practice workflows.
  • Proactively identify common usage challenges or friction points.
  • Monitor and analyse portal utilisation and adoption trends.
  • Conduct annual business reviews with clients.

Requirements

  • Experience working in SaaS, financial services, or technology‑enabled service environments (preferred).
  • Exposure to pooled or shared servicing models is advantageous.
  • Experience in Customer Success, Implementation, Customer Support, Client Services, or a similar customer facing role.
  • Strong written and verbal communication skills with a customer first approach.
  • Ability to explain product features and workflows clearly and practically.
  • Strong problem solving skills and attention to detail.
  • Ability to manage multiple customer requests in a fast paced environment.
  • Collaborative mindset and comfort working as part of a shared ownership model.

Benefits

  • Learn more about our employee benefits HERE.

Job title

Customer Success Manager

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

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