CareerPlan

Senior Customer Advocate – Australia

Melbourne CBD, VictoriaFull-time2026-10-08 → 2026-10-22

Core

Champion an exceptional customer experience and build a customer-first culture by coaching Customer Advocates and driving continuous improvement in support processes.

Role type

Senior Customer Advocate (Team Lead/Coach)

Builds

Customer support workflows, Help Centre content, and cross-functional customer-centric initiatives

Domain

Digital wealth management / Financial services

Deliverable

dashboards & analysis

Required skills

Coaching and mentoring, problem-solving, data analysis, AI tool usage, cross-functional partnership, compliance knowledge, written and verbal communication

Preferred skills

Wealth industry experience, experience with AI/automation in CX

Technologies

AI tools, automation platforms

Responsibilities

Coach a team of Customer Advocates in AU & India, lead customer-centric initiatives across the organization, own daily operations including onboarding and escalated calls, maintain Help Centre content, leverage AI to optimize support workflows

Seniority

Senior, hands-on IC with team leadership