Customer Success Consultant

At Retinue, we're passionate about helping small business owners make better decisions, starting with their financial foundations.

Retinue aim to help SME’s by using an innovative, monthly subscription, client first model, that ensures our customers have certainty over their financial compliance and business health. We are a true disrupter in our field and have big goals. Our leadership team has a proven track record of scaling start-up businesses quickly whilst delivering high quality services to SME's and now we are on the lookout for a world-class team to help us do it

As a newly created role, our **Customer Success Consultant** will report into our Services Team, and support the onboarding of our SME customers and will be responsible for meeting new clients, building rapport and being a brand ambassador for Retinue. You will travel across the Sydney region and wider NSW.

**Key Responsibilities**
- **Customer Relationship Management**: Build and maintain strong relationships with new clients by understand their needs, challenges, and goals to proactively address their specific business needs
- **Onboarding**: You will conduct face to face onboarding meetings with new Retinue customers, gaining the relevant information to help our Accounting team to best support our client
- Training: Upskill clients on Xero software, ensuring a smooth transition and successful adoption of the platform
- **Advocacy**: Be a strong advocate for not only our customers, but our brand within the company. Provide feedback to the business on how we best support our customer
- **Travel**: You will travel to clients’ worksites daily. You will enjoy the variety and freedom that comes with travelling across Sydney and wider NSW
- **Process Improvement**: As the founding Customer Success Consultant at Retinue, you will be responsible for helping us set the standard and shape the future of this role for years to come. You will be driven by improvement, how we can be better daily to better suit the needs of our customers and our wider business.

**Requirements**:

- 1+ years within a customer centric, face to face role. Ideally, dealing with SME clients on site
- You will be a people person and thrive off collaborating with customers from varied backgrounds and experiences.
- You will be passionate about problem solving. As a high growth start up, we are continually learning as we go You will have a continuous improvement mindset with the ability to solve problems along the way.
- Previous experience within Customer Success, Account Management or Sales highly regarded.
- As a non-selling role, this role may suit someone who enjoys the customer aspect of face to face selling but is no longer driven by business development

**Benefits**
- $80k - $90k + super salary _(depending on relevant experience)_
- Full training provided No experience required in the finance space, although advantageous. We will provide you with all the tools you need to succeed in this role
- Be our first Customer Success Consultant Help us shape & build the team, processes etc from the ground up
- Exceptional professional growth. We are well funded and plan to scale quickly, this will open up continued new opportunities across the business. This will include (but not limited to) leadership opportunities, new roles to fit the needs of the business, lateral opportunities etc.
- Become a part of our growth story, help influence the way we deliver our service to our clients and be recognised through career progression and further opportunities

**Our Commitment**

At Retinue Accounting, we believe that diversity, equity, and inclusion are crucial to our success. We recognise that diversity goes beyond race and ethnicity, and includes differences in gender, orientation, age, religion, ability, and more. We strive to create a workplace where everyone feels comfortable being themselves and can fully contribute their talents and skills. We are dedicated to building a workplace that values and respects individuals from all backgrounds and experiences. We welcome and encourage all qualified applicants to apply