Client Success & Growth Manager

Summary

Join DiligenceVault, a leading technology platform, and help us continue our growth trajectory. As a Client Success & Growth Manager, you will support clients through exceptional user experiences and strategic relationship management. This role also involves business development, building prospect pipelines, and identifying new growth opportunities within the Australian market. The ideal candidate is a self-starter passionate about client success, business development, and technology, with experience in sales, account management, or partnerships within the investment management industry. This is a fully remote position based in Australia, offering a chance to make a meaningful impact on our clients and users. We are looking for someone who is highly motivated and passionate about client success and business development within the investment management industry. This is a fully remote position based in Australia.

Requirements

• 3+ years of hands-on experience in client success and business development roles at a B2B technology company is required
• This includes managing client relationships, driving adoption and renewals, as well as outbound outreach, pipeline building, and identifying new business opportunities
• Experience with SaaS or self-service platforms is highly valued
• Strong client-interaction and communication skills – including the ability to react to client issues, assess and address them in a timely manner
• Willingness and desire to solve problems efficiently and effectively
• You consider yourself to be a problem solver
• Process-oriented, including issue tracking and incident management
• Independent self-starter willing to propose game-changing ideas
• Ability to succeed in a remote team environment and a global team
• Demonstrated experience in identifying and qualifying new business opportunities
• Strong outreach and relationship-building skills to engage with prospective clients
• Comfortable conducting discovery calls, product demos, and collaborating with Sales on deal execution

Responsibilities

• Manage day-to-day communications with clients in APAC
• Oversee the onboarding of new accounts in APAC and ensure successful implementation
• Proactively anticipate client issues based on patterns and concerns
• Partner with Product & Engineering teams on client implementations and client suggestions & feedback
• Prioritize issues and troubleshoot as they arise
• Perform basic root cause analysis and follow through to resolution
• Willingness to learn the DiligenceVault platform and product and be the subject matter expert on platform functionalities
• Help develop and maintain the Company’s knowledge base, product updates, and lead webinar training sessions
• Be the client’s main point of contact and a team player as part of the Global Client Success team; ensuring successful cross-functional participation (sales, marketing, product teams)
• Liaise between Sales and Product teams to help in the delivering of new modules and functionalities
• Own the renewal process and partner with the Sales team in managing upsell opportunities
• Support business development efforts by identifying, prospecting and qualifying new leads across the region
• Build and maintain a prospect pipeline across multiple channels - industry events, conferences, email and phone outreach, social media engagements and broader collaboration with the Sales team

Preferred Qualifications

• Experience working with asset managers / institutional investors is a strong plus
• Experience using HubSpot to track outreach and pipeline progress is a plus

Benefits

• All the latest tech you need to succeed
• Competitive medical, dental, and vision benefits
• Generous paid time off (Vacation, Sick & Public holidays)
• Monthly internet allowance
• Employee donation matching
• Team offsites
• A dynamic, ambitious, and fun work environment
• Remote (Australia)
• Buddy Program
• Rewards & Recognition