Customer Success Partner

InvestorHub; City of Melbourne; On-site; AUD 90,000 - 120,000; Full time

Benefits offered by this job

Setup budget

Stock options

Parental leave

Monthly team events

Free lunches

Job summary

InvestorHub is seeking a results-driven Customer Success Partner in Melbourne to own client outcomes from onboarding through renewal. You will drive product adoption, design service interventions, and leverage AI workflows to automate repeatable tasks.

Deep domain learning across investor relations and ASX markets is expected within the first months. You will act as a trusted advisor across client narratives, registers, and announcements, partnering with executives to deliver measurable value

Qualifications

• 2-3 years in customer success, onboarding/implementation, account management, or comparable problem-solving role (ideally B2B SaaS).
• Proven ability to quickly learn a complex domain (product, ASX markets, investor relations) within 3-6 months.

Responsibilities

• Own client outcomes end-to-end from signature to renewal, including first ninety days.
• Maintain a working thesis per client on value, gaps, and closure strategy; surface risk early.
• Diagnose gaps with product and deliver targeted, defined interventions to close them.
• Design and deliver service interventions when product cannot close the gap; originate new plays.
• Advise executives and IR leads on register, engagement, and market data to inform strategy.
• Build and run AI workflows to automate repeatable tasks and free time for deeper work.
• Capture learnings as playbooks and contribute to team-wide improvements.

Skills

Customer success

Onboarding

Account management

AI tools

Capital markets knowledge

Tools

AI tooling

Job description

Customer Success Partner

Application Deadline: 31 October 2026

Department: Client Success Management

Employment Type: Permanent - Full Time

Location: Melbourne (HQ)

InvestorHub helps listed companies own their investor relationships. Our platform gives ASX-listed companies the sales and marketing tools to engage investors directly - announcements, engagement analytics, registry insight, and investor communications - so they can grow and defend their register without depending on intermediaries.

You'd be the person who makes sure our clients actually get value from it.

As a Customer Success Partner, you'll own a portfolio of ASX-listed clients end to end - from contract signature through onboarding, activation, embedding, and renewal. No handoffs: your clients, your outcomes.

This is a problem-solving role. You'll drive genuine product adoption - the kind a client would miss if it disappeared - and where the product can't yet close a value gap, you'll design, scope, and deliver a service intervention that does: diagnose the gap, define what success looks like, deliver the work. You'll run AI-leveraged workflows so the repeatable parts of the job take minutes, and your hours go to the work that keeps clients.

You'll be your clients' trusted day-to-day advisor - across their investor story, their register, and their announcement rhythm - and the company's honest read on where value is and isn't landing.

You don't need a capital markets background to apply. You need to prove you can quickly build deep expertise across a domain - our product, listed markets, and investor relations - and want to. We believe start-ups only move as fast as their talent, and we want someone who wants to run and grow quickly with us.

Key Responsibilities

• Own client outcomes end to end: every client in your portfolio, signature to renewal - including the first ninety days. One owner, one result.
• Hold a working thesis on every client - where value is landing, where the gap is, and whether product, service, or both closes it - and surface risk before the client says it.
• Solve with the product: find what each client should be getting but isn't, and move them from switched-on to genuinely reliant.
• Solve with service: design, scope, and deliver targeted interventions where the product can't yet close the gap - defined problem, defined success, defined exit - and originate new plays from your own book.
• Advise at the level of strategy: sit across from executives and IR leads and turn their register, engagement, and market data into positions and recommendations - not reports.
• Engineer the work itself: build and run the AI workflows that compress the repeatable parts of the role.
• Compound the function: turn what your book teaches you into evidenced product cases, playbook improvements, and experiments the whole team benefits from.

The Ideal Candidate Will Have...

• 2 - 3 years in customer success, onboarding/implementation, account management, or a comparable problem-solving role - ideally B2B SaaS.
• Proven speed acquiring a technical domain: evidence you've learned a complex space fast in a prior role. Capital markets or investor relations background is desirable but not required - the ramp expectation is working fluency across our domain (product, ASX markets, investor relations) inside your first three months, and advising clients with it - and designing and delivering your own service interventions - inside 6 months.
• Demonstrated project management of multi-stakeholder deliveries to deadline.
• Data literacy: you can interpret usage and engagement data and build a narrative from it.
• Working fluency with AI tools as an execution multiplier, or clear aptitude to build it fast.

Benefits

At InvestorHub, we empower our team to identify and solve problems as they see them by working in tight, often cross-functional teams to deliver amazing user outcomes.

If you don't meet all these traits, that's ok. Diversity of thought, background and approach are all essential ingredients for an amazing customer outcome. Just let us know what it is you think you can bring to the role and the team and why you're excited to join in.

In addition to a fantastic role, team and salary, we offer:

• Setup budget – you'll get a laptop and anything you need to do your best work
• Options – we want you with us for our exciting growth journey.
• Parental leave – we have a gender-neutral parental leave policy.
• Regular hangouts – we have monthly social catchups and team off-sites.
• Lots of food – a snack cupboard you'll brag about, and free lunches every month.