About this role

Build and nurture relationships within financial institution, investment firms, and corporate finance teams across Australia and APAC
Lead and elevate Quarterly Business Reviews (QBRs), driving outcome-focused conversations centered on ROI and strategic alignment
Develop and refine scalable customer success playbooks aligned to client workflows and evolving priorities in the financials sector
Oversee onboarding and adoption strategies to ensure seamless integration of our solutions
Act as the voice of the customer, partnering cross-functionally with sales, product, research, and support teams to resolve challenges and identify growth opportunities

2+ years of experience in customer success, account management, or client-facing roles
Bachelor's degree in Business, Finance, Economics, or a related field
Knowledge of Australia’s natural resources industry, including key commodities, market dynamics, major players, and investment trends
Comfortable explaining technical capabilities (e.g., data integrations, platforms, APIs) to diverse stakeholder audiences
Experience mentoring others or contributing to team-wide process improvements
Proficiency with Salesforce CRM for account management, opportunity tracking, health scoring, and reporting

Lead Specialist – Customer Success

Key skills