Customer Success Specialist

Diplomat Group; Greater Dandenong; On-site; AUD 55,000 - 75,000; Full time

Job summary

Diplomat Group in Victoria is seeking a Customer Success Specialist to own a portfolio of accounts, respond to inquiries, provide product advice, and prepare quotes. You’ll drive client outcomes by building relationships and identifying growth opportunities.

You will coordinate with the sales team for upsells, keep CRM and SAP up-to-date, and balance administrative tasks with proactive client engagement. Join a supportive team that values initiative and collaboration.

Qualifications

• Experience in customer service, internal sales or account management.
• Excellent phone manner and communication skills.
• Organised with strong attention to detail.
• Proactive mindset with ability to spot opportunities and improve processes.
• Team player who supports colleagues and owns their portfolio.

Responsibilities

• Manage a portfolio of accounts, build relationships and understand client needs.
• Identify upsell or cross-sell opportunities and coordinate with the sales team.
• Respond to inquiries and convert them into sales or meaningful conversations.
• Maintain CRM and SAP records with client activity and sales progress.

Skills

Customer service

Account management

Relationship building

Communication

Proactive mindset

Tools

CRM

SAP

Job description

Ready to Kickstart Your Customer Success Career?

Are you confident, outgoing, and a little obsessed with getting things done? Do you love chatting to people, building relationships, and making things happen, while keeping the admin side of things neat and tidy? Then we’ve got the perfect role for you!

About the Role:

As a Customer Success Specialist , you’ll take ownership of a portfolio of accounts, helping clients get the most out of our products while identifying opportunities to grow the business. You’ll be the go-to person for your clients, whether it’s responding to enquiries, providing product advice, or preparing quotes.

Some of the accountabilities you will focus on include:

• Managing a portfolio of accounts, building strong relationships and understanding client needs
• Identifying upselling or cross-selling opportunities and work with the sales team to action them
• Responding to inbound enquiries and convert them into sales or meaningful conversations
• Keeping the CRM and SAP systems up-to-date with client activity and sales progress

Who You Are:

• Experience in customer service, internal sales or account management
• Confident and outgoing, you love picking up the phone and meeting new people
• Organised and detail-oriented, you can juggle CRM updates, quotes, and client follow-ups with ease
• Curious and proactive, you spot opportunities, suggest improvements, and make things happen
• A team player, you support your colleagues while also owning your portfolio

Why you will love it here:

• A pathway to grow your career in sales with mentorship and exposure to clients
• Variety. You’ll be doing everything from sales calls to data analysis to product launches
• A supportive, collaborative team that loves to celebrate wins
• Opportunities to learn, improve, and make a real impact
• Monthly social events and recognition program

If you’re ready to kickstart your career in sales, love talking to people, and enjoy being part of a dynamic team, we want to hear from you!