Customer Success Consultant

1 day ago

Sydney, New South Wales, Australia Castaway Forecasting Full time $90,000 - $120,000 per year

As a Customer Success Consultant at Castaway, you are the heart of our customer lifecycle.

You will guide new customers through Castaway by onboarding well, driving product adoption, nurturing long-term relationships and maximising customer value and user satisfaction.

This is a proactive role focused on building trust, driving feature engagement, and protecting the customer's experience of value. You'll be the go-to resource for customers from day one, ensuring they have an excellent experience with Castaway.

Responsibilities
:

Examples of your day-to-day responsibilities include:

  • Manage customer care
    – take responsibility for incoming support queries, determining the issue, creating a solution, and ensuring prompt resolution
  • Develop strong customer relationships
    – build and promote customer loyalty through exceptional service and communication
  • Deliver customer success
    – advocate for and empower customers toward best-practice use of Castaway and efficient workflow
  • Become a product expert
    – understand budgeting, forecasting, business planning cycles, the specifics of different industries and develop superior knowledge of the power of Castaway
  • Collaborate
    – communicate customer needs and expectations to internal teams and contribute your ideas to our continuous improvement program.
  • Share knowledge
    – deliver well-structured and easy to understand customer training, documentation and webinars (in time)

Requirements:

  • Demonstrated relationship-building and communication skills
  • Strong understanding of accounting principles with an appreciation of how accounting firms operate and the value they bring to their own clients. You will need to be conversant with accounting and advisory industry language
  • Excellent logical problem-solving approach
  • Strong understanding of data analysis, identifying trends and reporting findings
  • 2+ years' experience as a Customer Success Specialist or in a similar role
  • Tech-proficient with SaaS software, ticketing systems (eg: Zendesk), CRMs (eg: HubSpot) and Microsoft Office

This role will suit…

  • An accountant in practice keen to make a move into tech
  • An accountant in industry keen to make a move into tech
  • A Customer Success Consultant in SaaS, wanting an industry-focus change

Why choose Castaway?

Castaway is an Australian company with customers in all parts of the world. Our software plays a crucial role in the performance cycles of Small and Medium Enterprises (SMEs). 8 out of the 10 of the world's largest accounting firms and thousands of interesting and growing SMEs use Castaway. Castaway allows our customers to do more of what they love, through work that matters and is profitable and rewarding.

We will train you to become a world-leading expert on 3-way forecasting, business modelling, business performance improvement ... and Castaway of course. With that knowledge, you'll help us to make a genuine difference to our customers and beyond.

This may be THE BEST role in Australia for making your first step from accounting to tech. Your accounting skills are instantly useful, applicable and we'll help you'll build a wide range of new highly valuable skills.

Our office is based in Sydney CBD (Barangaroo) and this role is in-office. We are an equal opportunity workplace and this role reports to the Chief Operations Officer.

IMPORTANT: If you meet the criteria and other requirements, and you take the time to prepare a cover letter sharing why you think you are suitable for this role, you WILL be granted an interview.

We are unable to offer sponsorship for this role.

  • Customer Success Consultant

    1 week ago

    Sydney, New South Wales, Australia Compass Education Full time $90,000 - $120,000 per year

    Come shape the future of education with us.At Compass, we love working with schools and strive to deliver new innovations, functions, and process improvements as new technology becomes available. Our services are specifically designed to improve not only the school process but also community culture and student learning outcomes.Compass is a product that...

  • Customer Success Consultant

    2 weeks ago

    Sydney, New South Wales, Australia REA Group Full time $90,000 - $120,000 per year

    SydneyHybrid ways of workingPermanent RoleWe're REA With bold and ambitious goals,REA Groupis changing the way the world experiences property. No matter where you're at on your property journey, we're here to help with every step - whether that's finding or financing your next home. Our people are the key to our success. At the heart of everything we do,...

  • Customer Success Consultant

    1 day ago

    Sydney, New South Wales, Australia REA Group Full time $80,000 - $120,000 per year

    Make an impact in our first customer success role for in a collaborative, supportive team Work for a leading commercial property site impacting our biggest customersPermanent full time role based in SydneyWe're REA With bold and ambitious goals, REA Group  is changing the way the world experiences property. No matter where you're at on your property...

  • Customer Success Manager

    1 day ago

    Sydney, New South Wales, Australia monday Full time

    The Customer Success Team is the trusted advisor for building relationships, driving product adoption, and empowering teams to fulfill their goals. By being experts of the platform, we are able to provide a unique level of consultation and inspiration to our customers. We are an energetic, empathetic and passionate team that enjoys teamwork and taking on...

  • Customer Success Manager

    7 days ago

    Sydney, New South Wales, Australia Kaizen Global Technologies Full time $100,000 - $150,000 per year

    Experience: 7+ yearsLocation: Sydney/Melbourne- RemoteEligibility: Candidates must have the right to work in Australia (Citizen, PR, Valid Visa holders).About the RoleWe are seeking aCustomer Success Manager (CSM)with strong experience in Salesforce projects. This role focuses on driving customer adoption, ensuring successful delivery, and building long-term...

  • Customer Success Manager

    7 days ago

    Sydney, New South Wales, Australia Kaizen Global Technologies Full time $90,000 - $120,000 per year

    Overview:As a Customer Success Manager at the client, you will play a crucial role in ensuring the success and satisfaction of our customers. You will act as a strategic partner, working closely with customers to understand their unique needs and challenges. By providing tailored advice and recommendations, you will help them drive adoption of the client's...

  • Customer Success Director

    2 weeks ago

    Sydney, New South Wales, Australia Salesforce Full time $120,000 - $180,000 per year

    To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.Job CategoryCustomer SuccessJob DetailsAbout SalesforceSalesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn't a...

  • Customer Success Officer

    1 day ago

    Sydney, New South Wales, Australia JS Careers Full time $80,000 - $120,000 per year

    JS Careers is partnering with a fast-growing GenAI and data-led technology firm that works with major financial institutions to help them solve complex business challenges through intelligent automation, analytics, and next-generation AI solutions.They've built a proprietary platform that's rapidly becoming a game-changer for risk, operations, and...

  • Senior Customer Success Specialist

    1 day ago

    Sydney, New South Wales, Australia Miro Full time $80,000 - $120,000 per year

    About the Team Miro's Customer Experience organisation includes the following teams: Professional Services, Renewals, Customer Success, Customer Support, and Customer Education. All teams are focused on our mission of empowering our customers to create the next big thing.   The Customer Success team is a global group, and this role sits within our Strategic...

  • Customer Success Manager

    7 days ago

    Sydney, New South Wales, Australia Darktrace Full time $80,000 - $120,000 per year

    Darktrace is a global leader in AI for cybersecurity that keeps organizations ahead of the changing threat landscape every day. Founded in 2013, Darktrace provides the essential cybersecurity platform protecting nearly 10,000 organizations from unknown threats using its proprietary AI. The Darktrace Active AI Security Platform delivers a proactive approach...