Customer Success Manager

Looking for an exciting relationship manager role in Financial Services technology? A fast-growing SaaS company is now looking for a Customer Success Manager to join their growing team.

About Advice Revolution
We started Advice Revolution to make financial advice simple again.

Frustrated with an old-school fact find solutions and inefficient processes, we have built our own proprietary technology to streamline the back office of financial advice businesses while also making life easier for their clients.

We’ve spent the last few years building and refining a digital fact-finding solution for financial advisers to use with their clients. Since launching publically in 2021, our initial success has been significant but we’re only just getting started!

You’ll be an integral part of a fast-growing and innovative team with a wealth of opportunities at our door.

For more information about who we are and what we do, head to

The Role
We want to create tools that businesses can’t live without. While we have plenty of very exciting opportunities to roll our software out across the industry, it’s important that we don’t just ‘sell tech’, but that we support our customers in adopting and making the most of our tools.

We know the key ingredient to having the majority of the Australian advice market using our software is the success of our customers. And that’s where you come in.

Initially, you’ll be responsible for training and onboarding new users for Advice Revolution’s Pro application throughout Australia. We are looking for a person on the ground to support our sales efforts by training and onboarding our growing number of users and ensuring the effective rollout of our tools across their team.

After the first 6 months, we would love to see this role expand into an inbound sales role.

Key Responsibilities
Providing an exceptional training and onboarding experience to all new customers
Improving the usage of our tools by existing customers
Maintaining strong communication with our support team and ensuring the delivery of a remarkable experience to our users
Reporting on usage statistics, sales activity and sales performance directly to the Head of Sales & CEO
Ability to grow your responsibility into an inbound sales role with leads directly provided to you by central marketing efforts

Employment arrangement – Ranging from contract to full time
Remuneration – Attractive package will be provided for the right applicant
Autonomy and flexibility – Flexible hours and 100% work from home arrangement

Leadership and training – Provided directly by the co-founders (CEO & CTO)
Brand and Marketing – Established brand in market and mature marketing and promotion strategy
Sales infrastructure and customer support – Established systems and processes with dedicated customer support and sales teams
Product – Leading product in an exciting new market

Experience required
3+ years experience in customer service or sales
Experience in either SaaS or Financial Services
B2B sales experience is highly valued
Xplan knowledge is highly valued

The right candidate will
Be able to assist teams of people to manage change and adopt new technologies
Be a relationship-focused professional
Have a solid understanding of the advice tech landscape
Be an advocate of financial advice and believe in the value of advice
Be results-driven with excellent communication skills

Looking for the next step in your career and want to join an exciting and growing SaaS company? – Apply for this Customer Success Manager role today!

I'm ready to save time and improve compliance

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