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.
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