Client Success Specialist

1 week ago

Sydney, New South Wales, Australia beBeeClientSuccess Full time $90,000 - $120,000

Seeking a seasoned Client Success Specialist to deliver exceptional service to financial advisor clients across Australia.

  • Present and educate clients about our offerings for financial advisors, focusing on software, workflows, and data; as well as on industry trends.
  • Responsible for ensuring users get the most from our software and maximize retention by ensuring excellent workflow and technology integration.
  • Lead training sessions digitally both direct to client and via group webinars.
  • Lead health-check reviews and ongoing service to users.
  • NPS Program - contact clients, assist, evaluate, and report on what they are happy with and where we can improve.
  • Develop account strategies with Sales and identify new user groups and business opportunities, which will help meet and exceed revenue goals.
  • Demonstrate superior product knowledge and consultative account management skills.
  • Provide valuable client feedback and insight into the wider product team to help drive further improvements in our adviser offerings.

Requirements:

  • Bachelor's Degree or equivalent.
  • At least 5 years of experience in client services, relationship management, and/or business development focused role gained within the financial advisory services sector.
  • Knowledge or experience in Morningstar Wealth solutions, including AdviserLogic.
  • A competent communicator with fluent English language capabilities and a high level of articulation.
  • A proactive, client-centric approach and a can-do attitude coupled with a commitment to see issues through to completion.
  • The ability to work autonomously but also within a team environment, supporting multiple stakeholders.
  • An ability to be creative and think strategically when understanding client requirements, problem-solving, and project management.
  • High level of attention to detail together with good analytical skills and a responsive nature.
  • Demonstrated ability to manage complex project scope and client expectations.
  • Strong problem-solving, analytical, and planning skills, and the ability to excel in a fast-paced environment while delivering high-quality work.
  • Ability to present and write effectively.
  • Demonstrated client resolution skills.

Desirable Qualifications:

  • Demonstrated knowledge of the advice industry competitive landscape and key market trends impacting advice firms.
  • Experience with Xplan, Midwinter, or other similar financial planning software.
  • Experience with Salesforce or other CRM systems, JIRA, Office 365, and Agile methodologies is desired.

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