Customer Success Manager managing customer portfolios at preezie. Improving customer experience and retention with a hybrid work model in Australia.
About the role
- Client Success Manager providing ongoing support to maximize client value at InvestorHub. Proactively engaging clients and collaborating with internal teams for successful outcomes.
Responsibilities
- Provide ongoing support to clients to maximise their value derived from the platform, and to embed InvestorHub as mission critical to their company's success.
- Proactively engage with clients to increase opportunities for value delivery and upsell opportunities.
- Perform basic data analysis to inform client insights.
- Maintain the hygiene and accuracy of Hubspot CRM.
- Create a range of basic collateral (videos, posters, email campaigns) to support our clients' investor marketing activities.
- Bring together insights and feedback from our clients and provide input to the product team.
- Proactively identify client needs and collaborate with other internal teams to ensure client success.
Requirements
- Must have at least 2-3 years experience in client services as a CSM, ideally in a fast-growing technology startup with client-facing responsibilities.
- Very strong communication skills (verbal and written) and relationship expertise.
- Exceptional project management and administration skills. You thrive off bringing order and organisation.
- Strong data analysis skills.
- A genuine desire to work in a truly fast-paced start-up environment.
- An entrepreneurial spirit that allows you to develop creative solutions to problems and execute them.
- Agility.
Benefits
- We're hybrid – we love to collaborate in our office overlooking the Yarra, but also support the need for heads-down time.
- Options – we want you with us for our exciting growth journey.
- Flexible hours – start any day between 8am – 10am to suit your lifestyle.
- Parental leave – we have a gender-neutral parental leave policy.
- L&D budget – you'll get an annual learning & development budget.
- Regular hangouts – we have monthly social catchups and team offsites.
- Lots of food – a snack cupboard you'll brag about, and free lunches every month.
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