Customer Success Manager

15 hours ago

Surry Hills, Australia Safewill Full time

**Our Story***:
At Safewill, we’re transforming end-of-life planning in Australia by making it more affordable, personal, and accessible for everyone. Since launching, we’ve grown rapidly to become one of the country’s fastest-growing tech companies, backed by leading investors such as Westpac’s Reinventure Fund, Carthona Capital, and Flying Fox Ventures.

We’re scaling fast, and we’re looking for a Customer Success Manager to help our charity clients achieve outstanding outcomes while contributing directly to Safewill’s success.

Startups can be challenging. There’s no set playbook, and you’ll have the opportunity to design and refine processes from scratch. This is a hands-on role where you’ll collaborate across teams, support meaningful partnerships, and make a real impact on the future of fundraising in Australia.

**Your Story with Us**:
As a Customer Success Manager at Safewill, you’ll play a key role in maintaining and strengthening relationships with our charity clients. Your work will ensure they achieve their goals while contributing to Safewill’s growth.

Over the first 6-12 months, you will:

- Build and maintain strong relationships with charity partners through regular communication and engagement strategies.
- Support charity clients to maximise their results with the Safewill platform.
- Work closely with product and development teams to ensure the platform evolves to reflect client needs.
- Collaborate with sales and marketing teams to innovate and scale the partnership pipeline.
- Help shape product, renewal, and pricing strategies by sharing insights from charity partners.
- Continuously improve account management processes to achieve and maintain operational excellence.

***Why Join Safewill?***:

- Help charities, Not-for-Profits and new verticals drive meaningful customer actions while supporting families across Australia with essential estate planning services.
- Whether it’s building out processes, tackling new challenges, or experimenting with innovative workflows, this role is all about growth - for you, your team, and the business.
- Access resources and in-house mentorship to enhance your skills in data analytics, customer success, and leadership.
- A generous salary package that recognises your contributions to Safewill’s success + a stake in the business with equity.
- Play a key role in shaping the future of account management in a tech-driven, customer-first company.

***Wondering if you should apply?***:
We’re looking for someone who thrives on building strong client relationships and delivering exceptional results. If you have a track record of hitting sales and retention targets, know how to manage a large portfolio of accounts, and are excited to work with charities to transform fundraising in Australia, this could be the role for you.

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