Customer Success Manager – Fintech Document Management

On offer: $110,000-130,000 + Super + $130-150k OTE uncapped

Our client is an Australian SaaS business focused on simplifying document processes within the fintech space. They’ve been growing rapidly and are looking to add an accomplished CSM who is capable in assisting their expanding customer base across the FSI space with experience in delivering exceptional onboarding and support services to our business clients.

Your role will involve account planning, customer onboarding/support, product training, relationship building, issue resolution, data analysis, and most importantly, ensuring our customers derive maximum value from the solution.

About You:

• Demonstrated track record of high performance.
• Bring energy and innovative ideas to the team.
• Enjoy understanding customers' businesses and needs.
• Go above and beyond to achieve the right outcomes.
• Genuine in your efforts and supportive of your team.
• Excel in taking ownership and delivering excellent customer outcomes.
• A problem solver with a proactive attitude.
• Skilled in building and nurturing relationships based on trust.

Skills:

• Excellent communicator with strong interpersonal skills.
• Customer-centric mentality, advocating for customer success.
• Ability to identify opportunities for value addition and address customer pain points.
• Proficient in building trusted relationships.
• Consultative approach with the ability to educate others effectively.
• Proficient in Microsoft Office for producing impactful analysis and outcomes.
• Organised planner with a focus on keeping systems up to date.

Experience:

• 2-3 years in a customer success, onboarding, or support role.
• Familiarity with software/SaaS and comfortable discussing technical solutions.
• Ideally, experience in financial services or document management solutions.

Responsibilities:

• Lead account management for smaller accounts initially, progressing to larger accounts.
• Onboard new customers, including data analysis and close collaboration with stakeholders.
• Configure products for new customers in alignment with their requirements.
• Provide 1st line support and handle customer communications.
• Collaborate closely with Customer Success Lead and product team for continuous improvement.
• Conduct compelling product demonstrations and provide training.
• Participate in testing new features requested by customers.

What We Offer:

• Join a fast-growing company with opportunities for a rewarding career.
• Enjoy a culture of collaboration, inclusivity, and innovation.
• Learn from experts in the field while contributing your expertise.
• Flexible work options with remote and in-person environments.
• Competitive salary and support for career development.

If you are eager to take ownership, push boundaries, and make a lasting impact within a rapidly evolving organisation that offers endless growth opportunities, we encourage you to apply for this exciting opportunity today!

Click ‘Apply Now’ or alternatively you can send your CV through to either [email protected] or [email protected].