Customer Success Manager connecting an AI startup specializing in healthcare with rehabilitation clinics. Focus on client relationships, project management, and tailored solutions in a dynamic environment.
About the role
- Lead Customer Success Manager acting as a strategic partner for financial institutions in Australia. Driving engagement strategies to unlock value from data and tools across client organizations.
Responsibilities
- Build and nurture relationships within financial institution, investment firms, and corporate finance teams across Australia and APAC
- Lead and elevate Quarterly Business Reviews (QBRs), driving outcome-focused conversations centered on ROI and strategic alignment
- Develop and refine scalable customer success playbooks aligned to client workflows and evolving priorities in the financials sector
- Oversee onboarding and adoption strategies to ensure seamless integration of our solutions
- Act as the voice of the customer, partnering cross-functionally with sales, product, research, and support teams to resolve challenges and identify growth opportunities
Requirements
- 2+ years of experience in customer success, account management, or client-facing roles
- Bachelor's degree in Business, Finance, Economics, or a related field
- Knowledge of Australia’s natural resources industry, including key commodities, market dynamics, major players, and investment trends
- Comfortable explaining technical capabilities (e.g., data integrations, platforms, APIs) to diverse stakeholder audiences
- Experience mentoring others or contributing to team-wide process improvements
- Proficiency with Salesforce CRM for account management, opportunity tracking, health scoring, and reporting
Benefits
- Equal Opportunities employer
- Support for application process for disabled individuals
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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