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ANNA Money

Customer Success Manager

Posted Yesterday
Be an Early Applicant
In-Office
Sydney, New South Wales
Junior
In-Office
Sydney, New South Wales
Junior
The Customer Success Manager will manage customers throughout their lifecycle, enhancing engagement, satisfaction, and addressing outstanding issues related to payments and product adoption.
The summary above was generated by AI

One of the Fastest-growing Fintechs is Hiring! Join the ANNA Money Team: Revolutionising Business Administration for Australian SMEs.

At ANNA Money, we’re more than just a mobile app and business current account—we’re transforming the way small businesses handle banking, tax, and financial admin. As a Top 25 Startup (Bloomberg, 2024) and one of the fastest-growing fintechs in Europe, we are now bringing our innovative financial services to Australia.

Our mission is simple: eliminate the hassle of tax, invoicing, and admin so that business owners can focus on their passions. By combining cutting-edge AI, automation, and intuitive financial tools, we make business administration effortless.

With over 120,000 customers and a rapidly expanding product suite, ANNA is at the forefront of fintech innovation. Now, we’re building a world-class sales and support team to accelerate our expansion.

We are seeking a proactive and customer-focused Customer Relationship Manager to join our team. The ideal candidate will play a crucial role in building strong customer relationships, ensuring our product's effective adoption, and driving customer satisfaction and retention.

What you'll be doing:

  • Act as the primary point of contact for customers, managing the entire customer lifecycle from onboarding to retention.
  • Monitor customer health metrics and develop strategies to improve adoption and engagement.
  • Educate customers on ANNA’s platform, ensuring smooth adoption and ongoing value realisation.
  • Oversee payment collections and proactively follow up on overdue balances to reduce credit risk and maintain financial stability.
  • Work closely with customers to resolve outstanding payments, providing guidance and flexible solutions when necessary.
  • Collaborate with cross-functional teams to address customer needs and feedback.
  • Proactively identify opportunities for account growth via account usage.
  • Address and resolve client issues in a timely and effective manner, ensuring high levels of customer satisfaction and retention.

Our culture

At ANNA, we move fast, innovate boldly, and focus on impact. We believe in creating a collaborative, diverse, and inclusive work environment where everyone has a voice. You'll thrive here if you’re passionate about fintech, data, and automation.


Requirements

Qualifications:

  • 1-2+ years of experience as a Customer Relationship Manager or in a similar role, preferably within the financial tech, financial services or SaaS industry.
  • Strong understanding of subscription-based business models, customer lifecycle management and risk assessment.
  • Excellent communication and negotiation skills, particularly in handling sensitive payment discussions.
  • Ability to analyse customer data and identify key risk indicators.
  • Strong problem-solving skills with a proactive and customer-centric approach.
  • Ability to manage multiple client accounts and prioritise tasks effectively.

Benefits
  • Hybrid working (2 days remote per week)
  • Super at 11.5%
  • 25 days holiday allowance every year
  • Perks that include Perkbox, discounts at major stores, the Cycle to Work scheme etc
  • Travel Anywhere allowance of $2,000 every year
  • Continuous Learning allowance of $2,000 every year
  • Growth share options (10x growth in recent years)
  • Employee wellbeing, fitness and mental health support programmes

Top Skills

AI
Automation
Customer Relationship Management
Fintech

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