Client Success Manager

About Dashdot

Hi We're Dashdot, and we're on a mission to transform the way the world invests. Doing so will help us serve our purpose of improving the lives of others and change the world by creating a more abundant society.

We are proud to be recipients of prestigious awards that reflect our commitment to excellence, innovation, and employee wellbeing. Be part of a company that has been honoured with:

• Most Outstanding Practice - Employee Flexibility
• AFR Most Innovative Company in Property, Construction, and Transport
• AFR 12th Fastest Growing Company in Australia
• AFR Growth Champions
• 2025 Breakthrough Culture Award Winner
• Deloitte's Tech Fast 50 3 years in a row

We are currently seeking a Client Success Manager to join our Dashdot Finance team as we embark on our next stage of growth. Your expertise in client relationship management and your passion for delivering outstanding service will enable you to not only provide exceptional support to our clients but also play a pivotal role in shaping our success and delivering lasting value.

The Reward:

• Base salary of $90,000 + super
• Culture of Freedom and Responsibility
• Fast-growing company with an amazing team culture
• Do work that matters and genuinely changes people's lives for the better
• 6 weeks paid annual leave
• Work from anywhere
• Generous salary package
• WFH Booster to help you get set up
• Access to leading technology platforms to support your remote working

The Role:

As Client Success Manager, your mission is to guide clients through their Dashdot Finance journey, building strong relationships and delivering timely value. You'll proactively support clients by maintaining regular contact and tailored communication;  and, turning them into loyal advocates who drive repeat business and referrals. You'll step in once the loan is submitted and manage the journey through to settlement, acting as the key contact for the client and liaising with banks and loan processors.

Your Responsibilities:

• Act as the main point of contact for clients from loan submission to settlement.
• Maintain regular communication and provide personalised support to clients.
• Develop and implement client success plans and conduct regular check-ins.
• Facilitate client onboarding and provide training on products/services.
• Update client account information in CRM and ensure compliance with documentation.
• Serve as an intermediary between clients and third-party providers.
• Analyse data to track client success and identify improvement opportunities.
• Collaborate with the delivery team on client goals and expectations.
• Contribute to client satisfaction and loyalty, which supports organic referrals and repeat business.

Skills and Qualifications:

• Proven experience in mortgage broking, such as loan processing, broker support, or client-facing roles (Required).
• Excellent written and verbal communication, including active listening and conflict resolution.
• Strong time management, organisation, and stakeholder coordination skills.
• Tech-savvy with tools like Salestrekker, Google Workspace, Slack, and CRMs.
• Empathetic, proactive, and solutions-focused approach to client engagement.
• Exposure to compliance processes in lending or financial services.
• Data-driven mindset with experience in reporting or using analytics.
• Comfortable working remotely and collaborating cross-functionally.

The Culture:

At Dashdot, we cultivate a high-performance team culture grounded in Freedom and Responsibility, trusting our members to operate with integrity and uphold our values while striving for excellence. We recognise that our best work often happens when we have the freedom to manage our time and support our personal needs, fostering an environment of extreme ownership and mutual respect.

Interested? You know you are APPLY NOW.

PI