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Client Success Manager

Job in Town of Poland, Jamestown, Chautauqua County, New York, 14701, USA
Listing for: Diligence Vault Corp.
Full Time position
Listed on 2026-01-04
Job specializations:
  • Customer Service/HelpDesk
    CRM System
  • IT/Tech
    CRM System
Job Description & How to Apply Below
Location: Town of Poland

Client Success Manager - Australia (Remote)

Location:

Sydney or Melbourne

Employment Type:

Full-time

About Us

Diligence Vault 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.

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 Fin Tech
  • 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 (Hub Spot 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
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