Portfolio Growth Expert

2 weeks ago

Sydney, New South Wales, Australia beBeeCustomercare Full time $90,000 - $120,000
Customer Success Manager is a key role in our company's growth strategy.

As a seasoned Customer Success Manager, you will champion member satisfaction and drive deep engagement across our property investment services. This role requires a strong passion for nurturing long-term relationships and a data-driven mindset to translate metrics into actionable plans.

About the Role
  • Onboarding & Training: You will guide new members through our advisory process, deliver tailored welcome sessions, and ensure they're fully equipped to act on their portfolio plan.
  • Account Management: As the primary point of contact, you will conduct regular check-ins to monitor progress, answer questions, and resolve issues swiftly.
  • Engagement & Adoption: You will develop and deliver member-exclusive resources that maximize member understanding and utilization of our advisory tools.
  • Retention & Advocacy: Track member health metrics, identify at-risk relationships early, and implement targeted strategies to maintain high retention rates.
  • Upsell & Referrals: Spot opportunities for additional services or portfolio enhancements; collaborate with Sales to convert upsell and referral leads into revenue.
About You
  • 3+ years in Customer Success, Account Management, or Client Services ideally in property investment, finance, or a high-value advisory environment.
  • Exceptional interpersonal and communication skills, with a genuine passion for nurturing long-term relationships.
  • Data-driven mindset: comfortable working with CRM platforms and translating metrics into action plans.
  • Proven problem-solver: you proactively identify challenges and craft creative, member-centric solutions.
Benefits
  • Flexible work arrangements to support your lifestyle and work style.
  • Ongoing training and development opportunities to help you grow professionally.
  • A collaborative and dynamic work environment that fosters innovation and creativity.

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