Head of Customer Success

See yourself being part of a large, transformational change? This could be the role for you

At Iress, we make things happen

We believe technology should help people perform better every day. Since our beginning in 1993, people across financial services have trusted us to take their performance to the next level. More than 10,000 businesses and 500,000 people use our software, from the world’s most iconic financial services brands to advice firms of all sizes, banks, insurers, investment managers, traders and brokers. Iress is one of Australia’s largest technology companies and employs more than 2,000 people across Australia, The United Kingdom, Africa, Canada, France, New Zealand and Asia.

Build your career at Iress

The Head of Customer Success - Enterprise Partnerships role leads the Customer Success - Enterprise Partnerships team to build upon IRESS’ position as a trusted and reliable partner to foster and grow the relationships across a portfolio of the largest institutional Wealth Management clients in Australia. The role is responsible for the delivery of product & service engagement and achievement of tactical & strategic objectives, whilst seeking opportunities to build IRESS’ position within the institutions.

The role will lead a team of Customer Success Consultants who will be responsible for consistently delivering a high standard of engagement, planning and process, with a focus on group co-ordination, delivery of exceptional client service, tactical and strategic planning. This role is expected to lead by example, inspire and motivate the team to achieve their full potential and enhance organisational commitment leading to optimal business performance.

Some of the awesome things you’ll be involved with:
- Responsible for the performance of your Customer Success - Enterprise Partnerships team against set financial and non-financial metrics, including revenue growth through new business sales and proactive organic opportunities.- Ensure delivery across all avenues including top-up and bottom-down client engagement from head office to key practices across the country.- Responsible for the client experience, service delivery, and product usage.- Foster and promote a team culture, supporting each other on service delivery.- Work closely with the broader management team on organisational goals and strategic initiatives including continuous improvement initiatives.- Ability to run strategy meetings with senior executives and translate these into prioritised client deliverables through to completion.- Ability to analyse a client’s business and ascertain operational and strategic requirements.- Set team priorities and manage staff to set objectives.- Demonstrate leadership qualities and values such as honesty, integrity, professionalism and organisational commitment.- Support your team in solving business problems, issues or escalated items including handling of client complaints.- Undertake commercial negotiations with clients leading to positive business outcomes.- Attend and present at industry days and conferences.

What you will bring:
- Strong commercial acumen and business skills.-
- Well-developed Financial Planning industry technical and practice management knowledge and experience.- Knowledge of competitive landscape and WM software industry trends.- Advanced client relationship management, presentation and negotiation skills.Why work with us?- 8 additional paid days per year to extend your weekends- Hybrid working- Generous cash bonus for every successful referral- Annual Profit Share when Iress meets its annual profit targets- Starting school leave - 8.5 days of leave to assist your children with the transition to school- Up to 26 weeks’ paid parental leave for primary carers (up to 4 weeks for secondary carers), and the ability to work part-time when returning to work- 3 days’ paid leave per year to participate in charity initiatives- Discounted health insurance premiums- Access to learning and development programs through Udemy
- Iress is committed to fostering a welcoming and inclusive culture. We strongly believe that diversity is what makes our teams and our products succeed. Our people have different experiences, skills, perspectives and beliefs and everyone’s uniqueness is valued and celebrated._
- Our hiring decisions are never based on sexual orientation, race, gender identity, religion, disability, citizenship, marital or family status and age. Even if you feel you don’t meet all of the requirements of the role, we would still like to hear from you_
- We’re also proud to be globally recognised as a WORK180 Endorsed Employer that promotes and supports all women in the workplace._
- For more information about what we do, our people and values, please visit our website - _
- #LI-Hybrid_

Employment Type

Employee

Time Type

Full time