Customer Success Manager (D&I - South Korea & Anz)

Planet; Newcastle; On-site; AUD 90,000 - 120,000; Full time

Job summary

Planet in Newcastle is seeking a Client Success Manager to own the client journey from onboarding through renewals. You will build strong relationships with trade and construction business owners, ensuring they gain real results and stay engaged with the program.

You’ll be the first point of contact, coordinate with coaches, manage CRM data, monitor retention KPIs and drive client satisfaction. A proactive, disciplined communicator will thrive in this fast‑growing business.

Qualifications

• You have worked in a client-facing role (sales, customer success, account management, coaching, etc).
• You are polished, determined and have a track record of success and high achievement.
• You have experience in a sales-driven or KPI-focused environment and adapt quickly.
• You are proactive and take initiative to complete tasks.
• You communicate clearly and confidently with a like-minded, driven approach.
• You are comfortable having direct conversations when accountability is needed.
• You are tech-savvy and comfortable managing CRMs, WhatsApp groups and admin.
• You thrive in a fast-paced, growing business where momentum matters.

Responsibilities

• Managing client relationships, keeping clients accountable and focused on retention.
• Regularly check in with clients via phone, video and email.
• Onboarding new clients and giving a full introduction to the business.
• Being the go-to contact across platforms and ensuring no client slips through the cracks.
• Identifying at-risk clients early and escalating issues promptly.
• Leading renewal and re-sign processes with follow-up.
• Providing clients with the right tools, resources and documents.
• Keeping the CRM clean, accurate and up to date.
• Coordinating with coaches to ensure context and visibility.
• Supporting the client experience to maintain genuine relationships.
• Retaining clients and achieving targets; potential to bring on new clients.

Job description

Client Success Manager

2300 Newcastle Connected People

Job Description

If you love building relationships, working closely with clients and keeping them accountable against their own goals, and being the person they rely on to get real results, this role is built for you.
This is your chance to join an established and successful "Business Coaching" company that helps Trade and Construction business owners’ level up their operations, their teams, and their profitability. You help them win in business!
We are looking for a high achiever, someone polished, who can hold themselves strong, someone who is disciplined. Maybe you've run your own business and knows what it takes and the challenges involved, maybe you excel in your sporting discipline and have won numerous accolades, or maybe you're the top sales guy in the region!
The Role
They are looking for a Client Success Manager/BDM who owns the client journey end‑to‑end from onboarding and showing clients what’s available and full introduction to the business, to supporting them, keeping clients accountable/driven/goal orientated, through to renewals.
Your mission is simple: make sure every client feels supported, stays engaged, and achieves the outcomes they have set. Its fast paced, will evolve over time and reward you accordingly!
You’ll be the first point of contact, the steady hand, the problem‑solver, and the person who ensures no client slips through the cracks. This is a proactive role & perfect for someone who thrives on momentum, structure, and genuine connection.
Preference is for someone based in Newcastle to work closely with the existing CSM in the office initially, however the client is also open to QLD based candidates that are highly suitable.
What You’ll Be Doing

• Managing client relationships, keeping them accountable, goal orientated and maintaining retention levels
• Checking in regularly with every client (at least fortnightly). Phone, Video, Email
• Onboarding and showing new clients what’s available and full introduction to the business
• Being the go‑to contact across WhatsApp, email and other platforms
• Identifying at risk clients early and escalating before issues grow
• Running the full renewal and re‑sign process with consistent follow‑up
• Providing clients with the right tools, resources and documents
• Keeping the CRM clean, accurate and up to date
• Coordinating/booking in with the coaches so they always have context and visibility
• Supporting the overall client experience so every client feels genuinely looked after
• KPI’s/Targets and OTE will mainly revolve around client retention and satisfaction. If you have the industry knowledge and ability to bring on new clients as well, then great!
• Clients vary in size all the way up to some doing over $50M

Who You Are

• You’ve worked in a client‑facing role (sales, customer success, account management, coaching, etc - doesn't have to have been in Trades etc, although that helps)
• You can hold yourself, you're polished, determined and have a record of success and high achievement
• You’ve worked in a sales‑driven or KPI‑focused environment and can roll with the punches and adapt
• You’re proactive, you see what needs doing and you do it
• You communicate clearly and confidently, driven, dynamic and have similar values to the business
• You’re comfortable having direct, honest conversations when clients need accountability
• You’re tech‑savvy and comfortable managing CRMs, WhatsApp groups and admin
• You thrive in a fast‑paced, growing business where things move quickly

What You’ll Get

• The chance to make a real impact on trade businesses across Australia
• Commissions can be earnt after month 3 (ramp up period)
• A tight‑knit, ambitious team that values accountability, ownership and results
• Clear expectations, strong leadership and a culture built on performance
• Genuine opportunities to grow as the business scales