Client Success Specialist

2 days ago

Sydney, New South Wales, Australia beBeeCustomerSuccess Full time $99,123 - $124,999

About the Role: As a seasoned Customer Success Manager, you will be responsible for delivering exceptional service to financial adviser clients across Australia. This role involves providing thorough understanding of Morningstar products and combining it with strong financial planning knowledge and business acumen to help clients get the most out of our solutions.

The ideal candidate will have Australian financial planning experience or willingness to learn, with an emphasis on CRM implementation and adaptation, stakeholder management, and client engagement. You will take ownership of the client experience from their first day onboard, including ascertaining user and stakeholder goals and partnering to ensure product configuration, data migration, training, and service are delivered to meet their goals.

Required Skills & Qualifications

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