Customer Success Consultant

Retinue Accounting was founded on the belief that small business accounting support should be customer service focused, proactive and forward-looking, and upfront about fees and charges. Our fixed fee subscription model ensures our clients have peace of mind that we’ll give them the right advice, at the right time, at the right price with no hidden additional costs.
We're more than a business – we're a team driven by our values and actions. Adaptability, commitment, and humility fuel our client-centered approach. We honour our promises, promote transparency, and move swiftly with purpose. We embrace new challenges, and proactively raise issues with a solutions mindset, knowing it takes a team effort to build a successful business.

Due to rapid expansion across Australia, we are now looking to expand our Customer Success team in Canberra. Remotely based, this role supports the onboarding of our newly signed SME clients, transitioning their accounting and payroll to Retinue. This role plays a critical part in supporting the seamless transition of new customers to our services, and our reputation as a customer focused business. If you're looking for a varied role with flexibility, opportunities to travel and career progression, then look no further!

• Be the primary contact for newly signed clients during the onboarding process, supporting a seamless transition to Retinue
• Conduct online and face-to-face onboarding meetings, gaining the relevant information to help our Accounting teams best transition them to our services and support them on an ongoing basis
• Work with our SME clients to understand their needs, challenges, and goals, and set expectations on how we can deliver on these within our service capabilities.

• Upskill clients on Xero software, ensuring a smooth transition and successful adoption of the platform
• You may be required to travel to clients’ worksites daily. You will enjoy the variety and freedom that comes with travelling across Canberra, surrounding areas and even interstate

• At least 1 year in a face-to-face, customer centric role. Ideally, dealing with SME clients
• Previous experience within Customer Success, account management or sales highly regarded
• Valid Australian drivers license and access to a vehicle on weekdays
• You are a people person and thrive off collaborating with customers from varied backgrounds and experiences
• As a non-selling role, this role may suit someone who enjoys the customer aspect of face to face selling but is no longer driven by business development

• $80k + super salary (depending on relevant experience)
• Full training provided! No experience required in the finance space, although advantageous. We will provide you with all the tools you need to succeed in this role
• Yearly overseas holiday for our top performers across the business
• Financial support with any formal studies relevant to your role
• Regular social gatherings, conferences and ongoing engagement activities to support professional development and team building
• Employee and client referral programs, help us grow our business and be rewarded!
• Exceptional professional growth. We are growing quickly and are continually creating new opportunities across the business. This includes management and leadership opportunities, new roles to fit the needs of the business, lateral opportunities etc.

We believe that diversity, equity, and inclusion are crucial to our success. We recognise that diversity goes beyond race and ethnicity, and includes differences in gender, orientation, age, religion, ability, and more. We strive to create a workplace where everyone feels comfortable being themselves and can fully contribute their talents and skills. We are dedicated to building a workplace that values and respects individuals from all backgrounds and experiences. We welcome and encourage all qualified applicants to apply.

Apply now to join our team and contribute to the success of Australian small business!