Client Success Manager Role
We are seeking a seasoned Client Success Manager to join our team. In this role, you will be responsible for managing client relationships, ensuring seamless onboarding and adoption of our platform, and driving long-term satisfaction.
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Job Responsibilities
* Manage day-to-day communications with clients across the region, providing timely support and engagement
* Lead onboarding and implementation for new accounts, ensuring successful adoption of our AI-driven SaaS platform
* Proactively identify and anticipate client issues based on usage patterns and feedback
* Collaborate with Product and Engineering teams to implement client requirements and relay feedback for continuous improvement
* Prioritize and troubleshoot client issues, following through to resolution
* Develop deep expertise in our platform functionalities and become a subject-matter expert; maintain and update the company knowledge base, product updates, and lead webinars or training sessions for clients
* Serve as the main point of contact for clients while collaborating closely with the global Client Success team
* Coordinate between Sales and Product teams to support delivery of new modules and functionalities
* Own the renewal process and ensure consistent client satisfaction
* Occasionally travel within Australia for client meetings, conferences, and industry events
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Requirements
* 3+ years hands-on experience in Client Success or Customer Success roles in a B2B SaaS or Fintech company
* Direct experience working with institutional investors or fund managers is a strong plus
* Proven track record in onboarding and supporting clients (beyond KYC or support tasks) and in managing client relationships, driving adoption and renewals
* Strong client communication and problem-solving skills
* Ability to work independently and proactively in a remote setup
* Comfortable collaborating with distributed teams across India, the US, and other regions
* Based on the East Coast of Australia (New South Wales, Victoria, Queensland, and the ACT) with willingness to travel occasionally for client meetings, conferences, and industry events
* Strong exposure in providing product demos, trainings, webinars and collaborating with Sales as needed
* Experience with HubSpot or other CRM tools is a plus
* Must have full legal working rights in Australia
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What We Offer
* 100% remote role – flexibility to work from home, with occasional travel for client engagement
* Smart, supportive teammates across the globe
* Competitive compensation and equity options
* Generous paid leave (including Australian public holidays)
* Monthly internet allowance
* Employee donation matching
* Global team off-sites
* Rewards and Recognition Program
* Modern tools and tech that help you succeed
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About Us
Our team values curiosity, ownership, and collaboration. We share wins, ideas, and a common goal of delivering excellence to our clients. If you're someone who loves independence but also values being part of a connected, global team, we are the right fit.