Customer Success Associate

3 days ago

Burwood, Australia Just Budget Pty Ltd Full time

**Position Overview**:
We are currently seeking an experienced Customer Success Associate to join our team. Whether you are living in a country outback area or in one of the main CBD states, we welcome you to apply.

Just Budget is dedicated to serving clients all over Australia, providing exceptional value through tailored financial solutions. We are committed to ensuring our clients' success and continually adapt to meet their needs as the cost of living rises. Our dynamic and growing team is looking for passionate and experienced individuals to join us in our mission.

As a Customer Success Associate, you will be the primary point of contact for our clients, guiding them through their financial journey. Your goal is to ensure clients achieve their financial objectives while enjoying a seamless and positive experience with our products and services.

**Your responsibilities will include**:

- Build and maintain strong relationships with clients, understanding their financial needs and goals.
- Monitor account performance and generate regular reports for clients
- Address and resolve customer inquiries, issues, and escalations in a timely and professional manner.
- Managing your day-to-day workflow without micromanaging
- Collaborate with internal teams to advocate for customer needs and ensure customer satisfaction.
- Establish financial hardship indicators and discuss them with a high level of sensitivity and customer service
- Maintain detailed and accurate customer records in our CRM system.

**To be successful in this role, you will need to have**:

- 1-3 years of experience in customer success, account management, or a related role (finance, debt, collections or account management).
- Excellent communication and interpersonal skills.
- Proficient in Microsoft Office including Outlook, Word and Excel.
- Strong problem-solving skills and a proactive approach to customer interactions.
- Ability to manage multiple tasks and priorities in a fast-paced environment.
- A customer-centric mindset with a passion for helping others achieve financial success.

**Job Types**: Full-time, Permanent

Pay: $65,000.00 - $85,000.00 per year

**Benefits**:

- Employee discount
- Free food
- Gym membership

Schedule:

- Monday to Friday

Supplementary Pay:

- Retention bonus

**Experience**:

- Customer support: 1 year (required)
- Customer retention: 1 year (preferred)

**Language**:

- English (required)

Work Authorisation:

- Australia (required)

Work Location: Hybrid remote in Burwood, NSW 2134

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