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.
About the role
- Customer Success Manager driving product adoption for enterprise clients. Proactively identifying risks and collaborating with stakeholders for long-term retention.
Responsibilities
- Own the full customer lifecycle post-sale
- Develop deep relationships with key stakeholders
- Understand customer business objectives and create success plans
- Proactively identify risks and opportunities
- Collaborate closely with your Account Manager counterpart on renewals and expansion deals
- Spot upsell and cross-sell opportunities and articulate the business case
- Ensure customers achieve their desired outcomes and see the client as an indispensable partner
- Collaborate closely with Sales, Product, Support, and Account Management partners
- Demonstrate ROI through data analysis and business reviews
Requirements
- 5+ years of experience in Customer Success, Account Management, or similar client-facing role
- Proven track record of driving adoption, reducing churn, and identifying expansion opportunities within your book of business (approx 35-40 accounts)
- Experience collaborating with Account Managers or Sales teams on renewal and expansion strategies
- Strong business acumen with the ability to understand customer needs and translate them into actionable strategies
- Experience managing a portfolio of enterprise accounts and conducting executive-level business reviews
- Excellent communication and presentation skills with the ability to influence stakeholders at all levels
- Data-driven mindset with experience using metrics to guide decision-making and demonstrate value
- Self-starter who thrives in a fast-paced, dynamic environment
- Basic HTML and CSS knowledge is a bonus but not required
Benefits
- Flexible work arrangements
- Professional development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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