Client Success Manager – CSM

InvestorHub

Client Success Manager at InvestorHub providing expert support for investor marketing strategies and shareholder engagement. Collaborating with clients to ensure success and maximize platform value.

Posted 4/24/2026full-timeMelbourne • 🇦🇺 AustraliaJuniorMid-Level💰 A$110,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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.

Benefits

Comp & perks

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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data analysisCRM maintenancecollateral creation

Soft Skills

communication skillsrelationship managementproject managementadministration skillsorganizational skillsproblem-solvingagilityentrepreneurial spirit