Job description
Client Success Associate (Remote - Australia) Location: Applicant must be based in Sydney or Melbourne
About Us
DiligenceVault is a global digital due diligence platform used by 70,000+ users across 150+ countries. We help investors and fund managers collaborate more efficiently through smart automation and data-driven workflows.
As we continue to scale in APAC, we’re hiring a Client Success Manager to support institutional investors, asset managers and fund managers across Australia.
About the Role
You’ll manage the full client lifecycle – onboarding, adoption, renewal and ongoing engagement — while working closely with our global teams in India and the US. This is an autonomous role with occasional domestic travel for client meetings and industry events.
Key Responsibilities
- Manage day-to-day client communication across APAC
- Lead onboarding and implementation for new clients
- Drive adoption of our AI-powered SaaS platform
- Identify issues using client data and feedback
- Prioritise and resolve client queries and incidents
- Collaborate with Product and Engineering on client needs
- Deliver product training, demos and webinars
- Maintain client documentation and knowledge base content
- Partner with Sales on expansions and new modules
- Own renewals and ensure high client satisfaction
- Attend client meetings, conferences and industry events
What We’re Looking For
- 3+ years in Client Success / Customer Success in B2B SaaS or FinTech
- Experience working with institutional investors or fund managers (strong plus)
- Proven experience across onboarding, adoption, renewals and relationship management
- Strong communication, client handling and problem-solving skills
- Ability to work independently as our representative in Australia
- Comfortable working with global teams across time zones
- Based in NSW or Victoria with ability to travel occasionally
- Experience running demos, training or webinars
- CRM exposure (HubSpot or similar)
- Full work rights in Australia
Why Join Us
- 100% remote role
- Competitive salary + equity
- Flexible work environment
- Generous leave (including AU public holidays)
- Supportive global team
- Modern tools and tech
- Global offsites
- Rewards and recognition program
