Client Success Manager

Client Success Manager – Australia (Remote) About DiligenceVault At 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 Opportunity We’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 Do Manage day-to-day communications with clients across APAC, ensuring timely support and engagement. Lead onboarding and implementation for new accounts, ensuring successful adoption of our AI- driven SaaS platform. Proactively identify and anticipate client issues based on usage patterns and feedback. Collaborate with Product & Engineering teams to implement client requirements and relay feedback for continuous improvement. Prioritize and troubleshoot client issues, following through to resolution. Develop 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 clients. Serve as the main point of contact for clients while collaborating closely with the global Client Success team. Coordinate between Sales and Product teams to support delivery of new modules and functionalities. Own the renewal process and ensure consistent client satisfaction. Occasionally travel within Australia for client meetings, conferences, and industry events. What We’re Looking For 3+ years  hands-on experience in Client Success or Customer Success roles in a B2B SaaS or Fintech company Direct experience working with institutional investors, fund managers is a strong plus Proven track record in onboarding and supporting clients (beyond KYC or support tasks) and in managing client relationships, driving adoption and renewals. Strong client communication and problem-solving skills Ability to work independently and proactively in a remote setup Comfortable collaborating with distributed teams across India, the US, and other regions Based 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 events Strong exposure in providing product demos, trainings, webinars and collaborating with Sales as needed. Experience with HubSpot or other CRM tools is a plus. Must have full legal working rights in Australia Why You’ll Love Working With Us 100% remote role - Flexibility to work from home, with occasional travel for client engagement Smart, supportive teammates across the globe Competitive compensation and equity options Generous paid leave (including Australian public holidays) Monthly internet allowance  Employee donation matching Global team offsites Rewards and Recognition Program Modern tools and tech that help you succeed   Who You’ll Work With You’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 JazzHR