Lead Customer Success Manager acting as a strategic partner for financial institutions in Australia. Driving engagement strategies to unlock value from data and tools across client organizations.
Responsibilities
Build and nurture relationships within financial institution, investment firms, and corporate finance teams across Australia and APAC
Lead and elevate Quarterly Business Reviews (QBRs), driving outcome-focused conversations centered on ROI and strategic alignment
Develop and refine scalable customer success playbooks aligned to client workflows and evolving priorities in the financials sector
Oversee onboarding and adoption strategies to ensure seamless integration of our solutions
Act as the voice of the customer, partnering cross-functionally with sales, product, research, and support teams to resolve challenges and identify growth opportunities
Requirements
2+ years of experience in customer success, account management, or client-facing roles
Bachelor's degree in Business, Finance, Economics, or a related field
Knowledge of Australia’s natural resources industry, including key commodities, market dynamics, major players, and investment trends
Comfortable explaining technical capabilities (e.g., data integrations, platforms, APIs) to diverse stakeholder audiences
Experience mentoring others or contributing to team-wide process improvements
Proficiency with Salesforce CRM for account management, opportunity tracking, health scoring, and reporting
Benefits
Equal Opportunities employer
Support for application process for disabled individuals
Customer Success Intern at Rue des Vignerons handling client relations and support duties. Collaborating on client satisfaction while working in a hybrid environment from Toulouse, France.
Junior Customer Success Manager at SUMM AI managing customer onboarding and support for government clients. Collaborating with leadership to enhance customer lifecycle management and satisfaction.
Intern in Customer Success Management at GreenPocket, a smart energy startup focused on sustainable energy solutions. Involve in user experience tracking, customer satisfaction surveys, and project management.
CRM Optimization Executive supporting CRM campaigns at Campeón Gaming in Athens, Greece. Working collaboratively with teams to enhance CRM effectiveness and customer engagement.
Customer Success Manager ensuring client satisfaction and success at Street Group. Supporting enterprise accounts in the rapidly growing property technology sector.
Leading the Customer Success area at Dunas Capital, focusing on client engagement and community management. Structuring processes and strategies for customer retention and satisfaction.
As a Customer Success Analyst, you'll ensure client satisfaction and achieve their goals through feedback and metric analysis. Join Track.co, a leader in client experience management.
Analista de CRM & Conteúdo at ONODERA ESTÉTICA focused on customer journeys and blog content creation while ensuring clear communication. Requires CRM experience and attention to detail in a hybrid environment.