Offer summary

Qualifications:

At least 3 years of experience in client success and business development roles within B2B technology companies., Strong communication and client interaction skills, with experience in managing client relationships and driving renewals., Experience with SaaS platforms or self-service platforms is highly valued., Willingness to learn the DiligenceVault platform and be a subject matter expert on its functionalities..

Key responsibilities:

Manage daily communication with clients in the APAC region.

Oversee onboarding and implementation of new accounts in APAC.

Identify and develop new business opportunities through prospecting and outreach.

Collaborate with sales, product, and engineering teams to ensure client success and platform improvements.

Job description

At DiligenceVault, we’re the leading technology platform and industry network to streamline and digitize the manually intensive diligence process. We have experienced a wonderful period of growth as the direct result of increased efficiency and productivity for our network of over 70,000 platform users at over 17,000 firms in over 150 countries. To continue on this trajectory, we are looking for exceptional talent from across disciplines and industries to shape the future of due diligence and improve the lives of our clients and users in a meaningful way.

ABOUT THE ROLE

We are seeking a highly motivated Client Success & Growth Manager to support our clients and users through best-in-class user experience, implementation partnership, and strategic relationship management. In addition to ensuring client success, this role will have a strong business development component - building a prospect pipeline, identifying new growth opportunities, and engaging with potential clients across the Australian market.

The ideal candidate is a self-starter with a passion for client success, business development, investment management, technology, and B2B client engagement. Prior experience in sales, account management, or partnerships especially within the investment management industry is a strong plus. This is a fully remote position based in Australia.

RESPONSIBILITIES IN THE VAULT

Manage day-to-day communications with clients in APAC.
Oversee the onboarding of new accounts in APAC and ensure successful implementation.
Proactively anticipate client issues based on patterns and concerns.
Partner with Product & Engineering teams on client implementations and client suggestions & feedback
Prioritize issues and troubleshoot as they arise.
Perform basic root cause analysis and follow through to resolution.
Willingness to learn the DiligenceVault platform and product and be the subject matter expert on platform functionalities.
Help develop and maintain the Company’s knowledge base, product updates, and lead webinar training sessions.
Be the client’s main point of contact and a team player as part of the Global Client Success team; ensuring successful cross-functional participation (sales, marketing, product teams)
Liaise between Sales and Product teams to help in the delivering of new modules and functionalities.
Own the renewal process and partner with the Sales team in managing upsell opportunities.
Support business development efforts by identifying, prospecting and qualifying new leads across the region.
Build and maintain a prospect pipeline across multiple channels - industry events, conferences, email and phone outreach, social media engagements and broader collaboration with the Sales team.

REQUIREMENTS

3+ years of hands-on experience in client success and business development roles at a B2B technology company is required. This includes managing client relationships, driving adoption and renewals, as well as outbound outreach, pipeline building, and identifying new business opportunities. Experience with SaaS or self-service platforms is highly valued.
Strong client-interaction and communication skills – including the ability to react to client issues, assess and address them in a timely manner.
Experience working with asset managers / institutional investors is a strong plus.
Willingness and desire to solve problems efficiently and effectively.
You consider yourself to be a problem solver.
Process-oriented, including issue tracking and incident management.
Independent self-starter willing to propose game-changing ideas.
Ability to succeed in a remote team environment and a global team.
Demonstrated experience in identifying and qualifying new business opportunities.
Strong outreach and relationship-building skills to engage with prospective clients.
Comfortable conducting discovery calls, product demos, and collaborating with Sales on deal execution.
Experience using HubSpot to track outreach and pipeline progress is a plus.