About Us:
The Jonas Software Group of Companies acquires, manages, and builds industry-specific software companies globally.
With over 100+ acquired companies and 2,500+ employees globally, we have long realized that our greatest asset is our employee base.
On Tap Data
OnTap Data is part of the Jonas Software Group of Companies, a global leader in acquiring, managing, and building industry-specific software businesses.
With over 100+ companies and 2,500+ employees worldwide, Jonas Software values its people as its greatest asset.
OnTap Data is a trusted provider of data solutions to the liquor and hospitality industry, delivering clean, accurate data and actionable insights.
We are seeking a client-focused Customer Success Manager to join our Melbourne-based team and help drive our mission forward.
What You'll Be Doing
Account Management & Retention
Utilise your knowldgeto assist your clients with understanding their data.
Own a portfolio of accounts across the Australia and New Zealand.
Lead quarterly business reviews with key contacts, linking OTD data to commercial outcomes.
Assist with Data analysis queries and suggest solutions.
Scope, quote and close deals from within your portfolio.
Monitor account health, proactively flag at-risk relationships, and drive early intervention.
Recognise opportunities from within your network for recent business opportunities.
Revenue Growth & Upsell
Develop account-level growth plans that align OTD product capability to client priorities.
Identify and convert upsell opportunities.




Ensure pipeline accuracy in Zoho CRM - keeping opportunities, stages, and close dates current.
Client Success & Enablement
Ensure clients are actively using and extracting value from OTD reporting outputs.
Support clients in interpreting their data and translating insights into commercial decisions.
Re-engage with underutilised accounts.
Spot trends and translate them into client conversations and product feedback.
Maintain relationships with retail buying groups, independent retailers & banner group contacts.
Feed competitive and market intelligence back to the Sales Manager and product team.
Skills and Experience required:
Strong experience in an Account Management / Sales role.
Excellent relationship management and people management skills.
Strong presentation skills, well developed verbal and written communication skills.
Technical skills: CRM (preferably Zoho), MS Office (excel) and Power BI (desirable).
Our parent company, Jonas Software, is an operating group of Constellation Software, Inc. (CSI), a public company listed on the Toronto Stock Exchange (CSU.TO).
CSI has revenues of over $3.5 billion USD and over 20,000 employees across the globe.
We offer our employees a range of benefits including
Flexible leave options and the ability to purchase additional leave.
Employee Share Purchase Plan via Constellation Software Inc.
Mental and physical wellbeing support through EAP.
A collaborative, high-performing team culture with a strong industry reputation.
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📌 Customer Success Manager (Melbourne)
🏢 Jonas Software
📍 Melbourne