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Customer Success Consultant

2 months ago

Gold Coast, Queensland, Australia Class Super Full time
About Us

Class Super is a subsidiary of HUB24 Limited, a leading provider of integrated platforms, technology, and data solutions for financial institutions, accountants, and private banks. Our company delivers innovative product and technology solutions to empower better financial futures, together.

Our Mission

We believe that nothing happens in isolation, so we work together and collaborate with our customers and the industry, building confidence. Our goal is to empower the wealth industry to change people's lives for the better.

Job Summary

We are seeking a motivated and experienced Customer Success Consultant to join our team. In this role, you will provide both technical and management consulting services to Class Super users, assisting them with the implementation and rollout of our software solutions.

Key Responsibilities
  • Assist customers through the implementation process, including planning for user access, training, data transitions, business policy settings, historical data import, and ASIC integrations where applicable.
  • Provide expert consulting services for the implementation and rollout of Class Super software solutions.
  • Deliver comprehensive training to users, ensuring they can effectively utilize the software.
  • Support customer success initiatives, guiding users to achieve their business objectives with our products.
  • Collaborate with internal teams to enhance customer experience and software performance.
  • Troubleshoot and resolve technical issues, ensuring high levels of customer satisfaction.
Requirements
  • Strong communication skills
  • Ability to work in a fast-paced environment
  • Excellent written and oral communication skills
  • Experience in onboarding new and existing clients to software
  • Experience in managing client accounts
  • Experience working in customer success
  • Technical aptitude and ability to learn software programs
Desirable Qualifications
  • Knowledge or experience working with a SaaS product
  • Knowledge of Australian Superannuation legislation and practice
  • Exposure in the preparation/lodgement of forms related to ASIC
  • Experience with Customer Relationship Management (CRM) software such as Salesforce
  • Knowledge of Trust and corporate registry compliance requirements
  • Knowledge of Class Super or other SMSF administration systems
  • Experience working in Business Services, Trust, and/or Tax Accounting
  • Experience working in corporate compliance