Client Success Associate
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Job Description
Client Success Associate at DiligenceVault managing client lifecycle and driving SaaS platform adoption for institutional investors in Australia. Working closely with global teams while attending client meetings and events.
Responsibilities:
- Manage day-to-day client communication across APAC
- Lead onboarding and implementation for new clients
- Drive adoption of our AI-powered SaaS platform
- Identify issues using client data and feedback
- Prioritise and resolve client queries and incidents
- Collaborate with Product and Engineering on client needs
- Deliver product training, demos and webinars
- Maintain client documentation and knowledge base content
- Partner with Sales on expansions and new modules
- Own renewals and ensure high client satisfaction
- Attend client meetings, conferences and industry events
Requirements:
- 3+ years in Client Success / Customer Success in B2B SaaS or FinTech
- Experience working with institutional investors or fund managers (strong plus)
- Proven experience across onboarding, adoption, renewals and relationship management
- Strong communication, client handling and problem-solving skills
- Ability to work independently as our representative in Australia
- Comfortable working with global teams across time zones
- Based in NSW or Victoria with ability to travel occasionally
- Experience running demos, training or webinars
- CRM exposure (HubSpot or similar)
- Full work rights in Australia
Benefits:
- Competitive salary + equity
- Flexible work environment
- Generous leave (including AU public holidays)
- Supportive global team
- Modern tools and tech
- Global offsites
- Rewards and recognition program
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