Financial Back-Office Specialist

1 week ago

Melbourne, Victoria, Australia beBeeCustomerSuccess Full time $120,000 - $140,000
Job Description\

The primary objective of this position is to cultivate and maintain long-term relationships with customers. As a customer-facing representative, you will be responsible for delivering exceptional service, ensuring customer satisfaction, and driving revenue growth through strategic account management.

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As the primary point of contact for assigned customer groups, you will work closely with cross-functional teams to provide proactive guidance and support, resolving issues efficiently, and fostering a culture of continuous improvement.

\Key Responsibilities:\
  • Serve as the primary relationship owner for a portfolio of customers.\
  • Proactively engage with customers to ensure high satisfaction, strong retention, and revenue growth.\
  • Identify opportunities for service expansion and upsell within customer financial back-office needs.\
  • Act as a customer advocate, providing insights and feedback to internal teams to enhance services and automation capabilities.\
  • Oversee customer onboarding, guiding them through training, communications, and change management.\
  • Be accountable for overall account health, working with your team to ensure service quality standards are met.
\Required Skills and Qualifications:\

To excel in this role, you must possess excellent communication and problem-solving skills. You should have experience in customer-facing roles, preferably in business advisory, client accounting, or virtual CFO positions.

\

A strong understanding of financial operations, bookkeeping, or back-office finance workflows is essential. Proficiency in digital tooling and workflow platforms, including CRM tools like HubSpot or Salesforce, is also required.

\Benefits:\

This role offers a unique opportunity to be part of a high-growth, tech-enabled financial services company that is reshaping how SMEs manage their back-office. You will have the chance to turbocharge your career by working in a customer-focused, strategic role with a direct impact on business growth and retention.

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Career progression opportunities are available as the company scales and expands into new markets. A hybrid working culture allows for a blend of in-office collaboration and remote work flexibility, supporting productivity and work-life balance.

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