Client Success Manager

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October 24

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DiligenceVault

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Finance • Fintech • Enterprise

DiligenceVault is a secure digital diligence platform designed to streamline and digitize the due diligence processes for investment and management research teams. The platform is trusted by over 70,000 users globally to simplify and enhance activities such as manager selection, monitoring, RFP automation, ESG data collection, and regulatory compliance. By leveraging technology, including AI, DiligenceVault helps users to efficiently manage due diligence tasks, centralize content, and improve collaboration through its comprehensive digital ecosystem. The company is backed by Goldman Sachs and provides global support with teams located in major financial hubs, including New York, London, Singapore, and India.

51 - 200 employees

💸 Finance

💳 Fintech

🏢 Enterprise

📋 Description

• 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.

🎯 Requirements

• 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

🏖️ Benefits

• 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