
Client Success Associate
DiligenceVault
full-time
Posted on:
Location Type: Remote
Location: Australia
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About the role
- Manage day-to-day client communication across APAC
- Lead onboarding and implementation for new clients
- Drive adoption of our AI-powered SaaS platform
- Identify issues using client data and feedback
- Prioritise and resolve client queries and incidents
- Collaborate with Product and Engineering on client needs
- Deliver product training, demos and webinars
- Maintain client documentation and knowledge base content
- Partner with Sales on expansions and new modules
- Own renewals and ensure high client satisfaction
- Attend client meetings, conferences and industry events
Requirements
- 3+ years in Client Success / Customer Success in B2B SaaS or FinTech
- Experience working with institutional investors or fund managers (strong plus)
- Proven experience across onboarding, adoption, renewals and relationship management
- Strong communication, client handling and problem-solving skills
- Ability to work independently as our representative in Australia
- Comfortable working with global teams across time zones
- Based in NSW or Victoria with ability to travel occasionally
- Experience running demos, training or webinars
- CRM exposure (HubSpot or similar)
- Full work rights in Australia
Benefits
- Competitive salary + equity
- Flexible work environment
- Generous leave (including AU public holidays)
- Supportive global team
- Modern tools and tech
- Global offsites
- Rewards and recognition program
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
client onboardingclient implementationdata analysisproblem-solvingrelationship managementproduct trainingwebinarsSaaSB2BFinTech
Soft skills
communicationclient handlingindependencecollaborationadaptabilitytime managementclient satisfactionissue resolutionpresentationteamwork