Job Description

Enterprise Customer Success Manager – Financial Services Software & Data

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Global Financial Services Software & Data Provider | Melbourne or Sydney | Hybrid Working

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The Company

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Our client is a global financial services software and data solutions provider, delivering mission-critical technology, data and analytics solutions to some of the world's leading financial institutions.

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With an established global footprint and a strong customer base across Australia and New Zealand, the business is continuing to invest in its ANZ operations and is looking to appoint an experienced Enterprise Customer Success Manager.

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This is a strategic, customer-facing role responsible for managing and developing key business, finance and IT relationships across a portfolio of enterprise customers across Financial Services, Telco, Utilities, Qualified Services - driving increased adoption, retention and customer value while identifying opportunities to expand the relationship across the broader suite of software, data and analytics solutions.

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The Role

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As Enterprise Customer Success Manager, you will act as a trusted partner to key customers across Financial Services, Telco, Utilities, Professional Services and related sectors, taking responsibility for the ongoing success and development of each relationship.

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Key responsibilities will include:

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- Managing and developing key enterprise accounts
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- Building strong relationships with senior business, technology, data and operational stakeholders
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- Developing strategic customer success and account plans
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- Identifying opportunities to cross-sell and upsell additional software, data and analytics solutions
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- Running regular customer reviews - quarterly QBR's for ever key customer- workshops, training and strategic account meetings
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- Acting as a trusted advisor and helping customers maximise the value they receive from the platform
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- Working closely with Sales, Account Management, Product, Solutions Consulting, Support and other global teams
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- Managing customer issues and ensuring appropriate internal resources are engaged to achieve successful outcomes
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What We're Looking For:

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Ideally, you will bring:

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- 2+ years' experience within Customer Success, Account Management or a similar client-facing role within SaaS, enterprise software or technology
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- Experience managing a small number (under 50) of enterprise or strategic customer accounts
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- Strong commercial acumen with the ability to identify renewal, cross-sell and upsell opportunities
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- Confidence engaging with senior stakeholders through to Head of, Director and C-level
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- Experience demonstrating and supporting the adoption of complex software, SaaS, data or technology platforms
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- The ability to run customer workshops, business reviews, onboarding and training sessions
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- Excellent stakeholder management, presentation and communication skills
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- A proactive, customer-centric approach combined with solid attention to detail
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- Experience within financial services, banking, insurance, data, analytics, risk or financial technology would be highly regarded
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📌 Customer Success Manager (Victoria)
🏢 Jenkin Beattie
📍 Victoria