Client Success Manager (CSM)

As a Client Success Manager, you will:

• Provide ongoing support to clients to maximise their value derived from the platform, and to embed InvestorHub as mission critical to their company's success.
• Proactively engage with clients to increase opportunities for value delivery and upsell opportunities.
• Perform basic data analysis to inform client insights.
• Maintain the hygiene and accuracy of Hubspot CRM.
• Create a range of basic collateral (videos, posters, email campaigns) to support our clients' investor marketing activities.
• Bring together insights and feedback from our clients and provide input to the product team.
• Proactively identify client needs and collaborate with other internal teams to ensure client success.

Requirements

• Must have at least 2-3 years experience in client services as a CSM, ideally in a fast-growing technology startup with client-facing responsibilities.
• Very strong communication skills (verbal and written) and relationship expertise. 
• Exceptional project management and administration skills. You thrive off bringing order and organisation.
• Strong data analysis skills.
• A genuine desire to work in a truly fast-paced start-up environment.
• An entrepreneurial spirit that allows you to develop creative solutions to problems and execute them.
• Agility.
  
  

The Journey

• Become an expert in our product offering and processes.
• Learn about listed market, capital raising, investor relations, and market engagement best practices.
• Take ownership of relationships with the assigned portfolio of accounts.
• Understand how InvestorHub to delivers value to clients through the SaaS and service offerings, and be able to articulate this to clients.

• Act as the voice of the client in our product development process and support the review/iteration of existing features.
• Contribute to the strategy for the Client Success team and work collaboratively with the team in defining new processes and best practices.

• InvestorHub invests in its people. As you grow with us, you will get the opportunity to shape your own path and interests within the company.

Benefits

• We're hybrid – we love to collaborate in our office overlooking the Yarra, but also support the need for heads-down time.
• Options – we want you with us for our exciting growth journey.
• Flexible hours – start any day between 8am – 10am to suit your lifestyle.
• Parental leave – we have a gender-neutral parental leave policy.
• L&D budget – you'll get an annual learning & development budget.
• Regular hangouts – we have monthly social catchups and team offsites.
• Lots of food – a snack cupboard you'll brag about, and free lunches every month.