Client Success Manager

RFI Global

Client Success Manager in a global data company for financial services. Building relationships and growing client engagement through market intelligence and analytics in a hybrid environment.

Posted 6/1/2026full-timeMelbourne • 🇦🇺 AustraliaMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

- Build strong relationships with clients and other key stakeholders through consistent account reviews and outreach, acting as a trusted advisor.
- Understand and gather clients’ business priorities to ensure the timely delivery of expected outcomes.
- Ensure high levels of customer satisfaction throughout assigned accounts.
- Capture customer experience and product feedback for RFI.
- Detect and respond to key stakeholder changes within each customer.
- Solicit customer references and case studies.
- Grow existing business by identifying cross-sell and upsell opportunities when there is alignment with RFI products and services that help customers achieve their desired outcomes.
- Meet or exceed customer subscription retention goals by maintaining diverse data and insight use cases, leading to well-developed subscription business cases.
- Manage account plans.
- Manage the contract renewal process.
- Plan and communicate client deliverables, including scheduling and liaising with clients, their stakeholders, and the RFI product team.
- Identify customer challenges and friction points, and proactively suggest better solutions and strategies.
- Ensure product and new feature adoption through customer communication and training.
- Respond to and manage analytical queries.
- Collaborate with client directors to plan each client’s engagement across delivery, needs analysis, account planning, and growth opportunities.
- Collaborate with research experts in the product team to innovate in response to client needs.

Requirements

What you’ll need

- Experience working in the market research or market data industry.
- Proven experience working directly on client outcomes and servicing.
- A strong interest in the financial services industry.
- Excellent communication and organisational skills.
- Ability to manage competing priorities.
- Willingness to challenge the status quo.
- A desire to work in a fast-moving environment.
- The ability to work and communicate effectively.

Benefits

Comp & perks

- Competitive salary and superannuation
- Great opportunity to work with a global team
- 25 days' annual leave + public holidays + birthday leave + 2 charity days
- Hybrid working arrangements
- Wellness and education contribution fund
- Monthly breakfast and quarterly social events
- Learning and development budget to help your professional growth.
- Loyalty leave
- Perkbox

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

relationship buildingcustomer satisfactioncommunicationorganizational skillsproblem-solvingstrategic thinkingtime managementcollaborationclient engagementadaptability