Strategic Client Engagement Specialist

2 days ago

Sydney, New South Wales, Australia beBeeClient Full time
Customer Success Manager Position Overview

This senior-level role involves providing exceptional customer service and support to financial adviser clients across Australia. As a Customer Success Manager, you will work closely with our team to deliver superior service and ensure clients receive the most from our software and solutions.

The ideal candidate will have Australian financial planning experience or a willingness to learn, with a focus on CRM implementation and adaptation, stakeholder management, and client engagement. Results-oriented professionals who can work effectively in a highly collaborative environment are encouraged to apply.

  • Key Responsibilities:
  • Presenting and educating clients about our offerings for financial advisers, focusing on software, workflows, and data.
  • Ensuring users get the most from our software and maximise retention by ensuring excellent workflow and technology integration.
  • Leading training sessions digitally both direct to client and via group webinars.
  • Leading 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.
  • Developing account strategies with Sales and identifying new user groups and business opportunities.
  • Demonstrating superior product knowledge and consultative account management skills.
  • Providing valuable client feedback and insight into the wider product team to help drive further improvements in our adviser offerings.
  • Interacting with our Adviser Software support teams to ensure our clients' issues are resolved in a timely manner.
Required Skills and Qualifications

To be successful in this role, you will need:

  • Bachelor's Degree or equivalent.
  • At least 5 years of experience in client services, relationship management, and/or business development focused roles 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.
  • Demonstrated ability to deliver superior client-focused results.
  • 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.
Benefits

As a valued member of our team, you can expect:

  • A competitive salary.
  • Ongoing professional development and growth opportunities.
  • A dynamic and supportive work environment.
  • The chance to make a real difference in the lives of our clients.
Others

We welcome applications from motivated individuals who are passionate about delivering exceptional customer service and support. If you meet the required skills and qualifications, please submit your application.

  • Senior Client Engagement Specialist

    14 hours ago

    Sydney, New South Wales, Australia beBeeEngagement Full time $100,000 - $150,000

    **Job Overview**As a senior client engagement specialist, you will be responsible for managing key client relationships and driving business growth through effective project management and strategic partnership development.**Key Responsibilities**Manage and coordinate complex client projects from planning to completion.Develop and maintain strong working...

  • Client Engagement Specialist

    2 days ago

    Sydney, New South Wales, Australia beBeeClientEngagement Full time $114,800 - $143,200

    About the RoleWe are seeking a highly skilled Client Engagement Specialist to join our team. This individual will be responsible for delivering exceptional service and driving client retention.Builstreaming relationships with existing clients across various business functions and companies.Meeting and engaging with clients to understand their business...

  • Senior Strategic Engagement Specialist

    3 days ago

    Sydney, New South Wales, Australia beBeeEngagement Full time $126,065

    Strategic Engagement SpecialistThis pivotal role shapes the strategic engagement and public profile of a leading research institution. As a key team member, you'll contribute to designing and implementing engagement strategies that amplify the organization's policy influence and public impact.Key ResponsibilitiesDevelop and implement strategic engagement...

  • Engagement Specialist

    2 days ago

    Sydney, New South Wales, Australia Lifestyle Solutions Full time

    Engagement SpecialistLocation:Newcastle (NSW), Moorabbin (VIC), Hobart or Launceston (TAS)Full-time | Flexible Work Options | Salary Packaging up to $15,900Are you passionate about creating inclusive communities and building meaningful connections?Possability Group is seeking a dynamicEngagement Specialistto help expand our reach and impact across disability...

  • Senior Client Engagement Specialist

    2 weeks ago

    Sydney, New South Wales, Australia beBeeClientRelationships Full time $200,000 - $250,000

    As a key member of our Client Services team, the Strategic Account Manager plays a vital role in owning and expanding client relationships.Key ResponsibilitiesBuild and maintain strong client relationships by taking a genuine interest in their organisation, goals and marketing challenges.Develop effective marketing strategies and communication plans for...

  • Cultivate Strategic Client Partnerships

    2 days ago

    Sydney, New South Wales, Australia beBeeGrowth Full time

    Key Account Growth SpecialistJoin us in driving revenue expansion and client retention.We're seeking an accomplished Key Account Growth Specialist to drive mid-market client relationships, leveraging strategic partnerships to propel growth and revenue expansion.Responsibilities:Strategically manage a portfolio of high-value clients to foster long-term growth...

  • Client Engagement Specialist

    17 hours ago

    Sydney, New South Wales, Australia beBeeEngagement Full time $70,000 - $95,000

    Job Title: Client Engagement CoordinatorWe are seeking a detail-oriented and organized professional to assist the Indirect Tax compliance team in managing client engagements.Key Responsibilities:Coordinate the administration of client engagements from onboarding to completion.Submit engagement documentation into various risk management systems for...

  • Client Acquisition Specialist

    2 weeks ago

    Sydney, New South Wales, Australia beBeeOpportunity Full time $75,000 - $80,000

    Client Acquisition SpecialistWe are seeking an inquisitive individual with a passion for sales and enabling the public sector to join our Sales Development team.As a Client Acquisition Specialist, you will be the first point of contact for prospective clients. Your primary responsibility will be generating new business opportunities through strategic...

  • Lead Client Engagement Coordinator

    12 hours ago

    Sydney, New South Wales, Australia beBeeInvestment Full time $100,000 - $120,000

    Business Support SpecialistThe Perigon Group seeks an experienced Business Support Specialist to support Investor Relations with exceptional client engagement. The ideal candidate will have a strong background in investment management or financial sectors, with 3-5 years of relevant professional experience.Key Responsibilities:Manage and structure client...

  • Strategic Engagement Specialist

    3 days ago

    Sydney, New South Wales, Australia beBeeEngagement Full time $127,351 - $219,209

    Unlock your potential in a dynamic role that combines strategic thinking, communication skills, and collaboration to drive meaningful change.This is an exciting opportunity to join our team as a Engagement Lead where you will be responsible for developing and implementing engagement strategies that foster strong relationships with stakeholders, promote data...