Client Success Manager (Remote)

Client Success Manager | Dashdot | Australia

Hi! We’re Dashdot, and we’re on a mission to transform the way the world invests. Doing so will help us serve our purpose of improving the lives of others and change the world by creating a more abundant society.

We are proud to be recipients of prestigious awards that reflect our commitment to excellence, innovation, and employee wellbeing. Be part of a company that has been honoured in 2023 with:

AFR Best Place to Work Awards:

Most Outstanding Practice – Employee Flexibility

AFR Most Innovative Company in Property, Construction, and Transport

AFR 12th Fastest Growing Company in Australia

AFR Growth Champions

Top 20 in Deloitte’s Tech Fast 50

We are currently seeking a Client Success Manager to join our Dashdot Finance team as we embark on our next stage of growth. Your expertise in client relationship management and your passion for delivering outstanding service will enable you to not only provide exceptional support to our clients but also play a pivotal role in shaping our success and delivering lasting value.

The Reward:

• Culture of Freedom and Responsibility
• Fast-growing company with an amazing team culture
• Do work that matters and genuinely changes people’s lives for the better
• 6 weeks paid annual leave
• Work from anywhere
• Access to leading technology platforms to support your remote working
• WFH Booster to help you get set up

The Role:

As Client Success Manager, your mission is to guide clients through their Dashdot Finance journey, building strong relationships and delivering timely value. You’ll proactively support clients by maintaining regular contact and tailored communication; and, turning them into loyal advocates who drive repeat business and referrals. Acting as a liaison between clients and third parties (brokers, lenders, accountants), you’ll ensure clear communication and manage contract conditions for a seamless, 7-star experience.

Your Responsibilities:

• Act as the main point of contact for clients from loan submission to settlement.
• Maintain regular communication and provide personalised support to clients.
• Develop and implement client success plans and conduct regular check-ins.
• Facilitate client onboarding and provide training on products/services.
• Update client account information in CRM and ensure compliance with documentation.
• Serve as an intermediary between clients and third-party providers.
• Analyse data to track client success and identify improvement opportunities.
• Collaborate with the sales team on client goals and expectations.
• Identify opportunities for upselling and cross-selling products/services.

Skills and Qualifications:

• Communication: Strong verbal and written communication, with active listening skills.
• Relationship Building: Empathy, trustworthiness, and conflict resolution abilities.
• Problem-Solving: Analytical thinking and creativity to address client challenges.
• Product Knowledge: Deep understanding of the product and technical expertise (if applicable).
• Project Management: Time management, organisation, and stakeholder management.
• Customer-Centric: Proactive approach and client advocacy.
• Sales & Upselling: Identifying opportunities and effective negotiation.
• Data-Driven: Using analytics to drive decisions and reporting progress.
• Team Collaboration: Cross-functional teamwork and mentoring.
• Adaptability: Flexibility and stress management in a dynamic environment.

The Culture:

At Dashdot, we cultivate a high-performance team culture grounded in Freedom and Responsibility, trusting our members to operate with integrity and uphold our values while striving for excellence. We recognise that our best work often happens when we have the freedom to manage our time and support our personal needs, fostering an environment of extreme ownership and mutual respect.

We’re deeply invested in your personal and professional growth, offering limitless opportunities for advancement while also believing that work should be enjoyable. Join us in a flexible, remote work environment where every day brings new opportunities for impact and connection, as we work together to create positive change in society.

Interested? You know you are! APPLY NOW.

Tagged as: remote, remote job, virtual, Virtual Job, virtual position, Work at Home, work from home