Our Story At Safewill, we're reshaping end-of-life planning in Australia, making it more affordable, personal, and accessible for all.
Since our launch, we've grown rapidly to become one of the country's fastest-growing tech companies.
Backed by leading investors like Westpac's Reinventure Fund, Carthona Capital, and Flying Fox Ventures, we're scaling fast - and we need a Partnerships Lead who can drive exceptional customer outcomes while balancing business goals.
But let's be real - working at a startup is challenging.
There's no set playbook, and you'll be designing and refining processes from the ground up.
This is a hands-on leadership role where you'll not only drive account strategies but also empower a small team, collaborate across departments, and contribute directly to Safewill's growth and success.
Your Story with UsAs the Partnerships Lead at Safewill, you will play a critical role in supporting our charity clients and expanding into new verticals.
This position is ideal for someone with a strong background in data and analytics, a sales-oriented mindset, and experience in campaign-driven customer success for scale-ups or marketplace businesses.
Your leadership will ensure we optimise customer segmentation, drive automation, and leverage CRM tools to balance exceptional customer outcomes with Safewill's business goals.
Over the first 6-12 months, you will:
Drive Customer Success with Data-Driven Insights: Develop and execute a playbook for improving customer outcomes while achieving company goals, including renewals and will generation.Leverage data to create strategic account plans, monitor performance, and drive measurable results.Use analytics to optimise customer segmentation and implement workflows that improve efficiency and outcomes.Lead Sales-Oriented Account Management: Manage high-value accounts with tailored strategies while scaling processes for smaller accounts.Collaborate with clients to drive campaign outcomes, including upsells and renewals, ensuring a strong alignment between their goals and Safewill's objectives.Foster Operational Excellence: Drive the adoption and effective use of CRM tools to track, automate, and enhance account management processes.Analyse and optimise workflows, ensuring seamless collaboration between account management, sales, and marketing teams.Ongoing: Build and maintain strong, strategic relationships with Charities, Not-for-Profits and new verticals.Collaborate cross-functionally with marketing, sales, and product teams to align strategies with broader company goals.Continuously stay ahead of trends in data, analytics, and customer success, bringing fresh ideas to the table.Contribute to building a culture of results-driven, data-centric thinking within the account management team.Why Join Safewill?Impactful work: Help charities, Not-for-Profitsand new verticals drive meaningful customer actions while supporting families across Australia with essential estate planning services.A focus on growth: Whether it's building out processes, tackling new challenges, or experimenting with innovative workflows, this role is all about growth -for you, your team, and the business.Professional development: Access resources and in-house mentorshipto enhance your skills in data analytics, customer success, and leadership.Competitive compensation: A generous salary package that recognises your contributions to Safewill's success + a stake in the business with equity.A chance to innovate: Play a key role in shaping the future of account management in a tech-driven, customer-first company.Wondering if you should apply? We're looking for a practical, results-oriented leader with a strong data and analytics foundation.
If you've got a proven playbook for driving customer outcomes and achieving business goals, thrive in ambiguity, and are energised by working in a fast-paced scale-up environment, this role could be for you.
Apply today!
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