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Customer Relationship Specialist
3 weeks ago
Drive customer success and build lasting relationships by championing onboarding, product adoption, and engagement. Understand individual business needs and monitor usage metrics to facilitate educational sessions and act on strategies for renewals and growth opportunities.
The role focuses on relationship management, client retention, and helping clients achieve their objectives through tailored solutions. As a Customer Success Manager, you will lead the end-to-end customer journey for your assigned portfolio, proactively managing client relationships and driving:
- Client relationship management — champion onboarding, product adoption, and engagement while understanding individual business needs
- Strategic customer engagement — monitor usage metrics, facilitate educational sessions, and act on strategies for renewals and growth opportunities
- Cross-functional collaboration — work with Sales, Product, and Support teams to align on implementations and service delivery
- Experience — previous customer success, account management, or client-facing roles in SaaS or financial technology environments
- Communication — excellent ability to build trust and influence across organisational levels
- Analytical capability — experience with CRM or customer engagement tools
Benefits
Enjoy access to ongoing training, mentorship, and clear career pathways in customer success and fintech. Enjoy flexible working arrangements and a collaborative, diverse workplace that values wellbeing and your unique perspective. Make a meaningful impact while working in an inclusive environment where customer success professionals thrive and shape exceptional client experiences.
Location and Additional Details
North Sydney, New South Wales, Australia.
