Consultant (Customer Success) - NowInfinity

A BIT ABOUT US

Class is a subsidiary of HUB24 Limited (ASX:HUB), a leading provider of integrated platforms, technology and data solutions for financial advisers, accountants, private banks, licensees, stockbrokers and their clients. HUB24 delivers innovative product and technology solutions to empower better financial futures, together.

But it’s not just about what we do. It’s about empowering the wealth industry to change peoples’ lives for the better. We believe that nothing happens in isolation, so we work together and collaborate with our customers and the industry, building confidence.

Join the dynamic team at Class/NowInfinity. As a Software-as-a-Service (SaaS) company, Class/NowInfinity is committed to delivering exceptional customer service and pioneering new frontiers in the financial software industry.

We are seeking a motivated and experienced Consultant to join our team. In this role, you will provide both technical and management consulting services to Class/ NowInfinity users, assisting them with the implementation and rollout of our SaaS solutions. You will play a key role in training and customer success activities, ensuring that our users maximize the value and efficiency of our products.

This role is permanent full-time opportunity, based out of either our Gold Coast, Brisbane, Sydney or Melbourne offices.

Responsibilities:

• Assist the customer through the “first 30 day” implementation plan including planning for user access, training, data transitions, business policy settings, historical data import and ASIC integrations where applicable. 
• Provide expert consulting services for the implementation and rollout of Class and NowInfinity SaaS solutions.
• Deliver comprehensive training to users, ensuring they can effectively utilize the software.
• Support customer success initiatives, guiding users to achieve their business objectives with our products.
• Collaborate with internal teams to enhance customer experience and software performance.
• Troubleshoot and resolve technical issues, ensuring high levels of customer satisfaction.

Experience Required:

• Strong communication skills 
• Ability to work in a fast-paced environment 
• Excellent written and oral communication skills 
• Experience in onboarding new and existing clients to software
• Experience in managing client accounts
• Experience working in customer success
• Technical aptitude and ability to learn software programs 

Desirable:

• Knowledge or experience working with a SaaS product 
• Knowledge of Australian Superannuation legislation and practice 
• Exposure in the preparation/lodgement of forms related to ASIC 
• Experience with Customer Relationship Management (CRM) software such as, Salesforce 
• Knowledge of Trust and corporate registry compliance requirements 
• Knowledge of NowInfinity, Class or other SMSF administration systems 
• Experience working in Business Services, Trust and/or Tax Accounting 
• Experience working in corporate compliance

THE CLASS STORY

At Class, our vision is to reimagine a simpler, more automated world for our customers through innovation and technology leadership. We reimagine solutions through the smart application of technology to make processing and data connection painless and by simplifying complex customer problems.

Check out why our people love working at HUB24! 

We pride ourselves on being an inclusive employer of choice where our people can bring their whole selves to work and feel 100% safe and supported to do so. If you don't feel you fit this role 100%, we would still love to hear from you. Tell us what you're interested in - you still might have a skill we didn't realise we needed!

The Recruitment Process: 

- Acknowledgement email once your application has been submitted. 

- Our Talent team will start reviewing your application, if unsuccessful you will be notified. 

- If your application progresses to the next stage, our Talent team will be in touch to discuss your alignment with the role. 

- If you’re a person with an impairment or disability, this is an opportunity to share with us any accessibility requirements that you may have for the role.

- Should you require any accommodations to the recruitment process, please contact [email protected] and one of our team will be in touch. 

- Interviews can happen virtually or face to face with the hiring manager, or other members of the broader team. Depending on the role, there may be more than two interviews. 

- Communication of outcomes to successful and unsuccessful candidates and feedback provided. 

*As part of our process, a police check will be conducted on all successful candidates*. Further details on our HUB24 Group Recruitment Privacy Collection notice can be found here. 

2024 Circle Back Initiative Employer – we commit to respond to every applicant. 

Endorsed by WORK180, we are proud to be recognised as an employer of choice for women. 

We have been nominated and placed on the BOSS Best Places to work list. 

Seek Star Awards 2024 - Nominated as a finalist for the Best Employer Brand Initiative