Customer Success Analyst

We’re an Australian investing platform that helps ambitious people confidently grow their wealth. By offering seamless, immersive access to ASX and Wall St, we’ve empowered a new wave of investors. Today, we have 750,000+ customers and more than A$8B under administration. Join us as we continue to reshape the financial industry, inspire investor confidence and unleash the investor in everyone.

We are looking for a Customer Success Analyst to join our Customer Success team in Sydney.

The Customer Success team sits at the intersection of customer experience, operations and product. Every day, we help investors navigate important moments in their journey while uncovering insights that help Stake continuously improve.

As a Customer Success Analyst, you'll develop a deep understanding of our customers, products and operational processes. You'll work directly with customers to solve complex problems, build trust and deliver exceptional experiences. At the same time, you'll analyse customer trends, identify opportunities for improvement and help shape how Stake scales its operations and customer experience.

This role offers exposure across the business and the opportunity to work closely with Product, Engineering, Operations and Risk teams. You'll help transform customer feedback into meaningful action, influencing decisions that improve experiences for hundreds of thousands of investors. We work hybrid spending 3 days in our beautiful, dog-friendly Sydney office.

Within your first two years at Stake, you will have:

• Become a trusted expert across Stake's products, customer journeys and operational processes.
• Delivered consistently outstanding customer experiences that strengthen trust, satisfaction and advocacy.
• Identified recurring customer pain points and helped drive improvements that reduce friction across the customer journey.
• Developed meaningful insights from customer interactions and operational data that influence product and process improvements.
• Built strong partnerships with Product, Engineering, Operations and Risk teams to help solve customer problems at scale.
• Contributed to automation, workflow and process improvement initiatives that increase efficiency and improve customer outcomes.
• Helped strengthen operational controls, risk management and service quality standards as Stake continues to grow.
• Established yourself as a high-performing contributor with opportunities to expand into specialist areas across the business.

• You have experience in customer service, customer support, operations or another customer-facing environment.
• You enjoy solving problems, investigating issues and identifying opportunities for improvement.
• You communicate clearly and confidently, both in writing and in conversation.
• You’re analytical, detail-oriented and comfortable using data and insights to support decision-making.
• You take ownership, learn quickly and enjoy working in a fast-moving environment.
• You have an interest in technology, investing, financial services or how great products and businesses scale.

• Worked with CRM, customer support or case management platforms.
• Used customer feedback, reporting or operational data to improve processes or customer experiences.
• Worked in fintech, financial services or another regulated industry.
• Supported customers using investing, trading or financial products.
• Contributed to operational improvement, quality assurance or risk-related initiatives.

You’ll have the opportunity to work with autonomy while learning from some of the best talent in the industry, playing a meaningful role in building a company that has loads of positive momentum and excitement around it. Having said that, we also have perks. Please see on our Careers website the list of benefits under our Grow with Stake program.

• Professional development allowance
• Up to 16 weeks of paid parental leave
• Childcare allowance
• Wellbeing support
• Annual leave swap days
• Discretionary performance bonus
• Stake products: SMSF 30% discount on yearly membership fee, $295 AUD annual trading credit and Stake Black account

Once we've received your application, we'll give it the attention it deserves and if we think you’d be a good addition to our team, we’ll give you a call and from there, you'll cruise through our recruitment process.

To all recruitment agencies: Stake does not accept agency resumes. Please do not forward resumes to our jobs alias or directly to Stake employees. Stake is not responsible for any fees related to unsolicited resumes.