Customer Success Partner
Core
End-to-end ownership of ASX-listed company client outcomes, driving product adoption and delivering service interventions to close value gaps.
Role type
Senior Customer Success Partner (B2B SaaS)
Builds
Investor engagement platforms and AI-leveraged workflows for listed companies
Domain
Financial services / Capital markets / Investor Relations
Required skills
B2B SaaS customer success, end-to-end account ownership, strategic advisory, project management, data literacy, AI tool execution
Preferred skills
Capital markets background, investor relations experience, technical domain ramp speed
Technologies
AI workflows, engagement analytics platforms
Responsibilities
Own client portfolio from onboarding to renewal, diagnose value gaps and design service interventions, advise executives on investor strategy, build and run AI workflows, compound learnings into product improvements