Client Success Manager

Client Success Manager – Australia (Remote)About DiligenceVaultAt DiligenceVault, we’re transforming how investors and fund managers collaborate. Our digital platform simplifies and automates the due diligence process — empowering over 70,000 users across 150+ countries to work smarter and faster.As we continue to grow in the APAC region, we’re looking for a Client Success Manager who’s passionate about client success, enjoys working with global teams, and thrives in a fast-paced fintech environment.The OpportunityWe’re seeking an experienced Client Success Manager based on the East Coast of Australia (Sydney, Melbourne preferred).In this role, you’ll manage relationships with institutional investors and fund managers — ensuring seamless onboarding, adoption, and ongoing satisfaction with our platform. You’ll work closely with our Client Success team in India & US, collaborating across time zones while owning your local client partnerships.You’ll also have opportunities for occasional domestic travel, including client meetings, conferences, and industry events, to strengthen relationships and represent DiligenceVault in the market.What You’ll DoManage day-to-day communications with clients across APAC, ensuring timely support and engagementLead onboarding and implementation for new accounts, ensuring successful adoption of our AI- driven SaaS platformProactively identify and anticipate client issues based on usage patterns and feedbackCollaborate with Product & Engineering teams to implement client requirements and relay feedback for continuous improvementPrioritize and troubleshoot client issues, following through to resolutionDevelop deep expertise in DiligenceVault platform functionalities and become a subject matter expert. Maintain and update the company knowledge base, product updates, and lead webinar or training sessions for clientsServe as the main point of contact for clients while collaborating closely with the global Client Success teamCoordinate between Sales and Product teams to support delivery of new modules and functionalitiesOwn the renewal process and ensure consistent client satisfactionOccasionally travel within Australia for client meetings, conferences, and industry eventsWhat We’re Looking For3+ years hands-on experience in Client Success or Customer Success roles in a B2B SaaS or Fintech companyDirect experience working with institutional investors, fund managers is a strong plusProven track record in onboarding and supporting clients (beyond KYC or support tasks) and in managing client relationships, driving adoption and renewalsStrong client communication and problem-solving skillsAbility to work independently and proactively in a remote setupComfortable collaborating with distributed teams across India, the US, and other regionsBased on the East Coast of Australia (New South Wales, Victoria, Queensland, and the ACT) with willingness to travel occasionally for client meetings, conferences, and industry eventsStrong exposure in providing product demos, trainings, webinars and collaborating with Sales as neededExperience with HubSpot or other CRM tools is a plusMust have full legal working rights in AustraliaWhy You’ll Love Working With Us100% remote role - Flexibility to work from home, with occasional travel for client engagementSmart, supportive teammates across the globeCompetitive compensation and equity optionsGenerous paid leave (including Australian public holidays)Monthly internet allowance Employee donation matchingGlobal team offsitesRewards and Recognition ProgramModern tools and tech that help you succeed Who You’ll Work WithYou’ll join a team that values curiosity, ownership, and collaboration. Our team is highly engaged — we share wins, ideas, and a common goal of delivering excellence to our clients. If you’re someone who loves independence but also values being part of a connected, global team, DiligenceVault is the right fit.Powered by JazzHR02Oazeqyu2