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Driving Client Outcomes

3 weeks ago

Gold Coast, Queensland, Australia beBeeAccountability Full time $90,000 - $120,000
Client Success Manager

We are seeking a skilled Client Success Manager to join our team. In this role, you will be responsible for guiding clients toward financial freedom by delivering structured support with empathy and accountability.

Key Responsibilities:

  • Manage and monitor an assigned client base through monthly check-ins and annual reviews
  • Hold clients accountable to their financial strategy and progress
  • Collaborate with internal teams and third-party professionals to deliver holistic financial support
  • Identify opportunities to improve client outcomes and ensure timely rate reviews
  • Maintain accurate, compliant client records
  • Resolve queries professionally and ensure a seamless experience alongside Finance Strategists and support teams

Requirements:

  • Proven experience in client relationship management, ideally involving virtual check-ins, coaching, or accountability support
  • Strong communication skills, attention to detail, and organisational ability
  • Comfortable working autonomously and adapting to flexible hours
  • Positive attitude, initiative, and commitment to high ethical and professional standards
  • Experience in financial services, mortgage lending, or property will be advantageous

What Makes Us Different

  • We pride ourselves on being honest and transparent in our approach to helping clients achieve financial freedom.
  • We are bold, disruptive, and unapologetically committed to delivering results.