Customer Success Manager | Fund RegistryPosted: 06/01/2025
Closing Date: 07/02/2025
Job Type: Permanent - Full Time
Location: Sydney
About Us
Automic Group brings together modern purpose-built technology with a dynamic and experienced team to tailor solutions for companies and funds to understand, engage and manage their investors.
We provide a cloud-native single registry, employee share plan and board management platform, and professional services including company secretarial, ESG, accounting and finance, and investor and media relations.
Today, over 1,400 ASX listed and unlisted clients trust Automic's 250 employees to manage their registry, investor and board requirements – and Automic is ranked number one on the ASX by number of companies serviced, with 750 listed clients.
In the past two financial years, Automic has won 50% of IPOs and 70% of listed companies who have switched registries.
Our culture is innately entrepreneurial, comprising people who thrive in an atmosphere where ideas, actions and initiative are encouraged.
Our core values, Customer Success, Ambition, Equality and Team are at the foundation of who we are and how we operate.
Job DescriptionThe Role Join our dynamic Fund Registry team as a Customer Success Manager, where you'll play a pivotal role in managing key client portfolios and delivering exceptional regulatory guidance!
In this exciting position, you'll leverage your expertise in the Corporations Act to ensure seamless client onboarding and compliance with ISO standards.
Your strong communication skills will be instrumental in building relationships and managing projects, while your entrepreneurial mindset will drive business development.
If you're eager to identify improvement opportunities, engage proactively with clients, and contribute to our culture of excellence at Automic Group, then this is your chance to thrive in a fast-paced environment and grow your professional journey with us!
Responsibilities Manage a portfolio of Automic Group fund registry clients, providing technical and regulatory expertise for day-to-day issues and staying up-to-date on industry changesOnboard new clients by clearly defining requirements and service standardsContribute to business process improvement by identifying potential opportunities for enhancement and mitigating riskSupport maintenance and development of ISO certified Quality and Information Security Management SystemsMaintain an entrepreneurial focus on business development and communication with all stakeholdersProactively engage with clients to plan annual corporate calendars, follow up to ensure service expectations are met, and identify cross-sell opportunitiesEnsure timely billing and contract negotiation, and work to enhance services through client and stakeholder feedbackDesired Skills and ExperienceDemonstrated Capabilities Strong understanding of the Corporations Act and regulatory requirements within the Funds industryPrevious professional experience within Funds Registry, Custody, or Funds AdministrationExcellent communication and interpersonal skills, able to build and maintain relationships with clients and stakeholdersAbility to manage multiple projects and priorities with a keen attention to detailSound problem-solving skills, able to identify issues and provide effective solutionsProven ability to work collaboratively within a team environmentDiversity
Creating a workforce that actively embraces diversity, inclusion and a sense of belonging is key to our success.
We believe in treating everyone fairly which means that inclusion, removing barriers, striving for equity and embracing diversity are woven through our values and behaviours.
We encourage applications from all backgrounds, different abilities and communities and are committed to providing a work environment that enables you to thrive, whatever your circumstances.
When you apply, please note the pronouns you use and any workplace adjustments you may need to enable you to put your best foot forward during the interview process.
Acknowledgement of Land
In the spirit of reconciliation, Automic Group acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea, and community.
We pay our respect to Elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.
Only applicants with work rights in Australia can be considered for this position.
Preferred candidates will be required to undertake pre-employment screening, including a National Police Check and an ID check.
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