Customer Success Manager

2 hours ago

North Sydney Council, Australia NextGen Full time
Customer Success Manager at NextGen

NextGen is a leader in Australian financial technology, providing innovative SaaS solutions to streamline mortgage processing and Open Banking for lenders, brokers, and customers. Find out more about us here.

What is the role and what team does it sit within?

We are seeking a Customer Success Manager to join our growing Customer Success team. This role focuses on relationship management, client retention, and helping our clients achieve their business objectives through our fintech solutions.

What does the Customer Success team do at NextGen?

The Customer Success team acts as the bridge between NextGen and our clients, driving customer engagement, support excellence, and long-term client success. The team manages the full customer journey from onboarding through renewals and ensures our SaaS solutions deliver maximum value to every client.

What does this Customer Success Manager role do within the team?

As our Customer Success Manager, you will lead the end-to-end customer journey for your assigned portfolio, proactively managing client relationships and tailoring solutions for long-term success. Your customer success expertise will drive:

  • Client relationship management — champion onboarding, product adoption, and engagement while understanding individual business needs
  • Strategic customer engagement — monitor usage metrics, facilitate educational sessions, and act on strategies for renewals and growth opportunities
  • Cross-functional collaboration — work with Sales, Product, and Support teams to align on implementations and service delivery
  • Experience — previous customer success, account management, or client-facing roles in SaaS or financial technology environments
  • Communication — excellent ability to build trust and influence across organisational levels
  • Analytical capability — experience with CRM or customer engagement tools

Why should you join NextGen?

  • Growth: Access ongoing training, mentorship, and clear career pathways in customer success and fintech – we invest in your professional development and long-term success.
  • Family Focus: Flexible working arrangements and a collaborative, diverse workplace that values wellbeing and your unique perspective.
  • Supportive Culture: Make a meaningful impact while working in an inclusive environment where customer success professionals thrive and shape exceptional client experiences.

Ready to drive customer success and build lasting client relationships in Australian fintech? Apply now to join our growing Customer Success team.

Location and additional details

North Sydney, New South Wales, Australia


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