Client Success Manager - Data Intelligence, Investor Engagement ANZ
Core
Trusted adviser to ASX and NZX listed companies providing shareholder intelligence, market insights, and strategic guidance to support investor engagement strategies.
Role type
Senior Client Success Manager (Investor Relations & Intelligence)
Builds
Investor ownership data, actionable insights, and strategic support for Investor Relations teams and senior executives.
Domain
Financial Services / Investor Relations / Capital Markets
Deliverable
dashboards & analysis
Required skills
Client relationship management, analytical thinking, shareholder data interpretation, trend identification, strategic guidance, CRM platform onboarding and support, cross-selling, operational excellence.
Preferred skills
Experience in Investor Relations, Investor Intelligence, or financial services.
Responsibilities
Act as a trusted adviser to listed companies; build and manage strong client relationships; deliver accurate shareholder analysis reports; help clients maximize value from the ingage CRM platform; manage a portfolio of new and existing clients; respond to client queries; collaborate with global teams; support board-level decision making; identify cross-sell opportunities; drive operational excellence.
Seniority
Senior, hands-on IC
