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 current 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 (City of Yarra)
🏢 Jonas Software
📍 City of Yarra