Customer Success Manager (Onboarding)

3 hours, 54 minutes ago
Full-time
Junior
Customer and Technical Support
ShiftCare

ShiftCare

ShiftCare: Care management software for Aged Care & NDIS providers, streamlining operations and enabling personalized client care.

Internet Software & Services
11-50
Founded 2015

Description

  • Own a portfolio of clients after onboarding and act as their trusted advisor.
  • Conduct regular outbound calls to drive seat expansion, plan upgrades, and usage growth.
  • Identify high-value growth opportunities using customer data and product usage trends.
  • Maintain strong customer relationships through check-ins and tailored guidance.
  • Help customers adopt underused or newly released product features.
  • Guide clients on best practices to improve value realisation and workflow efficiency.
  • Create or contribute to customer-facing content such as webinars, videos, help docs, and templates.
  • Maintain accurate notes, next steps, and CRM hygiene in HubSpot and ChurnZero.
  • Prioritize time across calls, follow-ups, reviews, and cross-functional coordination.
  • Analyze customer behavior data and translate insights into clear action plans.
  • Escalate issues appropriately and distinguish between user error, training gaps, bugs, and feature requests.
  • Advocate for customers by sharing insights with internal teams.

Requirements

  • 2+ years of experience in an onboarding, training, support, or similar customer-facing role, ideally in SaaS.
  • Demonstrated success in customer enablement, product education, or workflow optimization.
  • Proficiency with customer data tools, Google or Office suites, and CRMs such as HubSpot or ChurnZero.
  • Strong English communication skills, with a phone-first communication style.
  • PH-based and able to work Australian Eastern Standard Time hours (9am–6pm AEST).
  • Must have a high-speed and stable primary and backup internet connection of at least 10 Mbps.
  • A screenshot of internet speed test results is required.
  • Sales-driven mindset with experience identifying and converting expansion opportunities.
  • Experience working in a startup environment is preferred.
  • Process-building experience using tools like HubSpot, Intercom, or ChurnZero is preferred.
  • Exposure to workflow, scheduling, or health-related domains is preferred.

Benefits

  • Remote work from home.
  • Full-time dedicated role.
  • Fast-track growth and career advancement opportunities.
  • Job security with stable ownership and careful team growth management.
  • Professional development opportunities including training programs, online courses, workshops, and coaching sessions.
  • Opportunity to work on career-defining work in health-tech.

Interested in this position?

Apply directly on the company website

Apply Now

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