Job Description
Enterprise Customer Success Manager – Financial Services Software & Data
Global Financial Services Software & Data Provider | Melbourne or Sydney | Hybrid Working
The Company
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.
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.
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, Professional 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.
The Role
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.
Key responsibilities will include:
Managing and developing key enterprise accounts
Building solid relationships with senior business, technology, data and operational stakeholders
Developing strategic customer success and account plans




Identifying opportunities to cross-sell and upsell additional software, data and analytics solutions
Running regular customer reviews - quarterly QBR's for ever key customer- workshops, training and strategic account meetings
Acting as a trusted advisor and helping customers maximise the value they receive from the platform
Working closely with Sales, Account Management, Product, Solutions Consulting, Support and other global teams
Managing customer issues and ensuring appropriate internal resources are engaged to achieve successful outcomes
What We're Looking For:
Ideally, you will bring:
2+ years' experience within Customer Success, Account Management or a similar client-facing role within SaaS, enterprise software or technology
Experience managing a small number (under 50) of enterprise or strategic customer accounts
Strong commercial acumen with the ability to identify renewal, cross-sell and upsell opportunities
Confidence engaging with senior stakeholders through to Head of, Director and C-level
Experience demonstrating and supporting the adoption of complex software, SaaS, data or technology platforms
The ability to run customer workshops, business reviews, onboarding and training sessions
Excellent stakeholder management, presentation and communication skills
A proactive, customer-centric approach combined with strong attention to detail
Experience within financial services, banking, insurance, data, analytics, risk or financial technology would be highly regarded

📌 Customer Success Manager (Victoria)
🏢 Jenkin Beattie
📍 Victoria