Client Success Specialist

5 days ago

Melbourne, Victoria, Australia BGL Corporate Solutions Pty Ltd Full time $60,000 - $80,000 per year

About the role

An exciting opportunity exists in our Client Success Team for an Accounting, Business or Commerce graduate (ideally, but not mandatory) who is motivated to learn about the Accounting and Commerce industry. As a Client Success Specialist, you will be responsible for assisting existing and new clients with their transition to our SMSF, Investment Management and Corporate Compliance software solutions. You'll work alongside our Account Management and Sales Teams to ensure a successful onboarding process for all clients and work with our Support Team to resolve client queries. You will also be involved in providing software training for our clients both virtually and in person. 

About Us

BGL Corporate Solutions Pty Ltd is a market-leading supplier of Fintech Cloud Software based in Canterbury with over 12,700 clients in 15 countries around the world and operations in New Zealand, Singapore, Hong Kong and the United Kingdom

Our fantastic global team of 240+ people have a reputation for delivering the highest quality Software as a Service (SAAS) solutions to the accounting industry specialising in self-managed superannuation funds and corporate compliance.

We are proud to share some of our recent achievements which are a testament to our culture and people:

  • Great Place to Work certified
  • AFR Best Places to Work Technology top 10
  • Mental Health First Aid Workplace Recognition
  • Australia's Best Workplaces for Women List

What you'll be doing

  • Assisting existing and new BGL clients seamlessly transition to our cloud products and BGL Data Services;
  • Providing industry leading customer service to ensure clients have a positive onboarding/migration experience, feel supported and empowered to maximize the capabilities of the cloud product range;
  • Answering client questions, phone calls and emails in a professional and timely manner;
  • Facilitate client training sessions on BGL cloud products when required.

What we're looking for

  • Excellent customer service skills with a client-focused approach;
  • A business/commerce degree majoring in Accounting (desirable);
  • Have the ability to manage high volumes of sensitive data;
  • Excellent communication and organizational skills.

Culture & Benefits

We take pride in maintaining and continuously improving our culture which is why we welcome those who understand our values. We've consistently maintained an engagement score of 85% + and regularly ask our employees for feedback during engagement surveys, 1-on-1's, focus groups and coffee catch-ups. Our average employee tenure is sitting at 5+ years and we have so many exciting things planned for the future

Benefits available to you include:

  • Additional annual leave, RDO's + the option to purchase extra leave
  • Hybrid working arrangement for all employees
  • Learning and development opportunities including annual development budgets, development plans, paid study leave and stretch opportunities
  • Social events including monthly lunches and annual events
  • Health and Wellbeing programs / EAP / Flu shots / Run club
  • Paid volunteering leave.

Please note we are only able to consider applicants with full working rights for Australia.

  • We review applications on an ongoing basis so encourage you to apply as soon as possible.

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