Client Success Manager
1 week ago
Melbourne
Asset Management
Permanent
Our client provides a white label technology platform that can be utilised by third party capital raisers to facilitate investor aggregation and provide administration services across the full lifecycle of their investment.
They're a rapidly growing organization with a vision to make alternative assets more accessible to investors by using their market leading technology and highly adept team. They are an alternative asset platforms, providing wholesale investors direct access to a diversified range of alternative investments across a broad range of asset classes.
The Client Success Manager is required to form strategic relationships with an identified group of clients to deliver increasing revenue growth and high levels of customer satisfaction from the utilisation of their service and technology offering.
The Client Success Manager is also required to develop strong internal relationships and knowledge of the key processes within the Operations, Client & Platform Solutions teams to create efficiencies for the benefit of them and their clients.
They are seeking to hire two Client Success Managers – one more senior and one less senior – the senior will likely step into a Team Manager role
This role can be based in either Melbourne or Sydney and offers a hybrid WFH model.
Key Responsibilities:
- Be the single point of contact for all client related requests and resolve all inquiries / problems in a timely manner.
- Create an Account Plan that includes a stakeholder management plan, the client's 1-3 year business strategy and identified areas for collaboration that will create a stronger partnership .
- Identify ways to improve process efficiencies between the client & business including ways for the client to self service.
- Frequently upskill on technology and service offering and identify ways to upsell those capabilities to clients.
- Ensure the business delivers against its contractual commitment and prepare and host quarterly governance meetings to review performance against SLA's and other contractual requirements.
- Obtain commitment from customers to participate in round table discussions, case studies, whitepapers and when appropriate press releases for significant achievements.
- Develop a Voice of the Customer survey to obtain independent client feedback on technology and service offering.
Desired Qualifications
- 5+ years experience in a Client Account Management, CSM, RM or similar role – ideally from within Asset or Wealth Management or financial services Vendors witha Buy Side client focus
- A proven track record of building collaborative and trusted relationships with customers and internal stakeholders.
- Experienced in dealing with all commercial aspects related to clients, strong negotiation skills.
- Demonstrated experience in developing and implementing plans to ensure all client commitments are met and projects are delivered on schedule.
-
Client Success Manager
1 week ago
Melbourne, Victoria, Australia Edrolo Full timeClient Success ManagerSummaryOur Client Success Managers (CSMs) work with our school partners to build and foster strong relationships. CSMs ensure partner schools are set up for success and see the value in Edrolo's products. As a CSM you will work with schools throughout the school year; from setting them up with specific school strategies and training,...
-
Client Success Manager
1 week ago
Melbourne, Victoria, Australia Anton Murray Consulting Full timeMelbourne- Asset Management- PermanentOur client provides a white label technology platform that can be utilised by third party capital raisers to facilitate investor aggregation and provide administration services across the full lifecycle of their investment.They're a rapidly growing organization with a vision to make alternative assets more accessible to...
-
Client Success Manager
1 week ago
Melbourne, Victoria, Australia ReadyTech Group Full timeAbout the role:ReadyTech's VETtrak Student Management Software has played a significant part in the Australian VET journey for 20+ years. In fact, many of our customers have been trusting our software and services to power their student management and compliance requirements from the very beginning.As a Client Success Manager you will develop long-lasting...
-
Client Success Manager
1 week ago
Melbourne, Victoria, Australia Edrolo Full timeSummaryOur Client Success Managers (CSMs) work with our school partners to build and foster strong relationships. CSMs ensure partner schools are set up for success and see the value in Edrolo's products. As a CSM you will work with schools throughout the school year; from setting them up with specific school strategies and training, checking in and...
-
Client Success Manager
1 week ago
Melbourne, Victoria, Australia Centorrino Technologies Full timeAre You Ready for an Exciting New Tech Challenge? Look no further than Centorrino TechnologiesAt Centorrino Technologies, we're not just another tech company - we're a community that thrives on excellence. We're thrilled to announce our certifications as a Great Place to Work for 2023, Best Places to Work for 2022 and 2023, and Best Places to Work in Tech...
-
Client Success Manager
1 week ago
South Melbourne, Victoria, Australia Megantic Full timeLOCATION:Melbourne VICAccount & Relationship Management (Sales)Join a market leading, award winning SEO agency in an exciting stage of growth, with a newly created leadership role reporting to our Head of SEO as Client Success Manager. Megantic has over 10 years of SEO experience with a team of over 130 in four countries globally continuing to offer...
-
Client Success Manager
1 week ago
Melbourne, Victoria, Australia Accesso Full timePosition Overview: Do you love tech, but have a passion for people too? As a Client Success Manager you will be responsible for owning and developing the relationship with clients and promoting the use of_accesso_ services and products. As a part of the_accesso_ Ticketing Group, you will contribute to helping our clients sell more tickets, streamline...
-
Client Success Manager
1 week ago
Melbourne, Victoria, Australia affix Full timeWe're deee-lighted to be helping our pals at a long-standing and successful agency on Brisbane's Northside to find the missing piece in their puzzle - A brand spanking NEW Client Success Manager.This beaut little agency has been kicking goals since 2006, and despite funky market conditions, they have encountered some really steady growth, in fact, they've...
-
Client Success Manager
1 week ago
Melbourne, Victoria, Australia Epsilon Full timeCompany Description About Epsilon Retail Media Network**Epsilon Retail Media is the first platform to couple AI with person-first identity in the ad server, bringing people-based intelligence to retail media, enabling retailers and advertisers to exponentially grow their ability to drive sales while increasing brand loyalty.Built on Epsilon's core strengths,...
-
Client Success Manager
1 week ago
Melbourne, Victoria, Australia Epsilon Full timeJob DescriptionWhy join us?We are one global company made up exclusively of knowledgeable, passionate, and creative individuals with expansive experience coming together to reach shared goals.Above all, we are committed to promoting diversity and inclusivity within the workplace. We want to ensure that no job applicant, temporary worker or employee receives...
-
Client Success Manager
1 week ago
Melbourne, Victoria, Australia MPC Moving Picture Company Full timeCompany Description About Epsilon Retail Media Network Epsilon Retail Media is the first platform to couple AI with person-first identity in the ad server, bringing people-based intelligence to retail media, enabling retailers and advertisers to exponentially grow their ability to drive sales while increasing brand loyalty. Built on Epsilon's core...
-
Client Success Manager
1 week ago
Melbourne, Victoria, Australia Lightspeed Commerce Full timeHi there Thanks for stopping by:Are you actively looking for a new opportunity? Or just checking the market? Wellyou might just be in the right placeWe're looking for a Client Success Manager to join our NuORDER team in Melbourne. You will responsible for overall customer satisfaction, reference-ability, building and managing long-term business relationships...
-
Client Success Administrator
1 week ago
Melbourne, Victoria, Australia YepHome Full timeCompany DescriptionFounded in 2020, YepHome is committed to revolutionising the real estate industry to connect developers, agencies and customers seamlessly in one single platform and create a bridge between the real world and virtual world.Job Description:We are seeking a dedicated and proactive Client Success Administrator to join our team. As a Client...
-
Client Success Manager, Melbourne
1 week ago
Melbourne, Victoria, Australia Ogury Full timeOgury, the global leader in personified advertising, has created a breakthrough advertising engine that delivers comprehensive audience interests, brand performance, privacy protection and sustainability within one technology stack, built and optimised for mobile. Advertisers working with Ogury benefit from fully visible impactful ads, future-proof targeting...
-
Client Success Specialist
1 week ago
Melbourne, Victoria, Australia FCB Full timeWhat's on offer in this role? High growth journey with leaders who are 100% supportive Guaranteed career development as you make your mark Recognised Employer of Choice; real sense of purpose, valuesdriven & 'people first' mindsetAbout the roleWe currently have 6,000+ clients contracted to Citation HR (formerly known as HR Assured) and enableHR and with...
-
Head of Client Success
1 week ago
Melbourne, Victoria, Australia Creative Natives Full timeJoin Ziplet as Head of Client Success - Make an Impact in Education Ready to be part of a groundbreaking Australianbased startup that's revolutionising education? They're on a mission to become the world leader in student checkins and are seeking an exceptional Head of Client Success to help them achieve that goal As one of Australia's fastestgrowing EdTech...
-
Client Success Consultant Css
1 week ago
Melbourne, Victoria, Australia AmerisourceBergen Full timeWhat you will be doing:The Client Success Consultant's(CSC) top priority is to ensure local clients are serviced successfully by delivering high-quality, speedy and personalized support during any stage of their CSS experience. To be successful in this position, the CSC must effectively establish and develop strong loyal client relationships.The CSC is...
-
Client Success Lead
1 week ago
Melbourne City Centre, Victoria, Australia Sustainability Victoria Full timeVPS- Fixed Term 2 yearsAbout the roleThis role will also be responsible for onboarding new clients, as well as managing helpdesk, maintenance requests and development schedules, including documenting and communicating changes to users.About youTo be successful in this role you will need to provide excellent contract management and customer service, to ensure...
-
Client Success Engineer
1 week ago
Melbourne, Victoria, Australia Abacus Full timeWe are the fastest growing i Pad Point Of Sale System in Australia and are looking to hire a technician experienced in the installation and support of POS systems.We are looking for someone who is eager to keep up to date with industry trends and will be supported to grow with our company.You will assist with the software and hardware deployment, customer...
-
Customer Success Manager
1 week ago
Melbourne, Victoria, Australia Campaign Monitor Full timeMarigold helps brands foster customer relationships through the science and art of connection. Marigold Relationship Marketing is a suite of world-class martech solutions that help marketers create long term customer love and loyalty. Marigold's products address the Messaging, Loyalty and Experiences marketing offerings, to a customer base that is...
