Customer Success | SaaS | Finance

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  • Great new and exciting product from a market leader in financial software
  • Great pathway into tech sales/account management role within SaaS
  • Work for a hyper-growth company with fantastic progression opportunities
  • Future proof you career in software/technology


  • Passion for customer service and maintaining client relationships
  • 2 years experience in B2B sales or similar role
  • Accounting background preferred (or have sold into accounting firms)
  • Interest in technology and technical aptitude


In this newly-created role you will:

  • Establish clear goals and milestones that you and the customer will be working towards
  • Help customers receive value quickly by managing product implementation and onboarding
  • Generate and share educational resources, trainings, and best practices
  • Drive additional value by encouraging deeper feature adoption
  • Contribute to revenue generation through renewals, upsells, and expansions
  • Synthesize customer feedback and work with internal teams to respond to customer needs
  • Create evangelists and advocates among your customer base

In order to deliver success you need to know your customers' goals. Clearly define and measure what your customers expect to accomplish through your product. For this role, the right candidate can expect a base salary up to $90,000 and generous perks and bonuses.


As one of the fastest growing companies in the tax/accounting sector coupled with an exicting new product, this is a particularly exciting opportunity for people looking to grow and expand their career within financial SaaS sales.

This company is not your typical startup. It is part of larger business group that specialises in finance and technology with over 1000 employees internationally. They are now looking for a foundational piece in which they can build their business around. This is the best time to join because you will be able to grow exponentially with the company.

If this opportunity is of interest the click APPLY NOW or CALL Marco on 0414 048 008 for a confidential chat.