Customer Success Manager, Fund Services

About Us 

Automic Group is Australia’s market leader in technology-driven investor administration. Combining proprietary cloud-native technology with expert service, Automic simplifies investor administration and governance for companies and funds. We provide the market's leading registry, employee share plans, IR analytics, and fund administration services for over 1,400 ASX-listed and unlisted organisations.  

Automic’s culture is collaborative, inclusive, and purpose driven. It is grounded in our mission to connect companies and funds to their investors through technology, service, and trust, and guided by our values of One Automic, Go Beyond, Empowered, and Accountable. 

As we continue to grow, we're looking for a Customer Success Manager to join our Fund Services team and become a trusted partner to our fund manager clients. 

About the Role 

As a Customer Success Manager, you'll manage a portfolio of fund registry clients, acting as their primary point of contact and trusted advisor. You'll ensure exceptional service delivery, support new client onboarding, provide operational and regulatory guidance, and identify opportunities to strengthen client relationships and grow our services. 

Working closely with Operations, Product, Technology and Client Services teams, you'll play a key role in delivering outstanding client outcomes while driving continuous improvement and maintaining a strong focus on governance, risk and quality. 

Key Responsibilities 

• Manage a portfolio of fund registry clients and act as their primary point of contact.
• Build strong, long-term client relationships through proactive engagement and exceptional service.
• Provide operational and regulatory support across fund registry services.
• Lead the onboarding of new clients, coordinating internal stakeholders to ensure a smooth transition into business-as-usual operations.
• Identify opportunities to enhance client services and expand existing relationships.
• Support commercial discussions, billing activities and service reviews.
• Drive continuous improvement initiatives to enhance operational efficiency and client experience.
• Identify and escalate operational risks while supporting governance, compliance and ISO-certified quality and information security systems.
• Collaborate across Operations, Product, Technology, Finance and Client Services teams to deliver seamless client outcomes.
• Communicate priorities, risks and updates clearly with both internal and external stakeholders.

Skills and Experience

• Experience managing client relationships or portfolios within a service-driven environment.
• Experience in financial services, fund administration, registry or another regulated industry.
• Proven ability to manage multiple clients, priorities and deadlines.
• Experience coordinating client onboarding or implementation projects.
• Strong stakeholder management and relationship-building skills.
• Excellent verbal and written communication skills.
• Strong analytical and problem-solving capability.
• High attention to detail with a commitment to quality outcomes.
• A proactive, solutions-focused approach with strong organisational skills.
• Commercial awareness and the ability to identify opportunities to enhance client outcomes.
• Proficiency with Microsoft Office and experience using CRM or client management systems.

Highly regarded:

• Experience within investor administration or fund registry/services
• Exposure to registry platforms or financial systems.
• Experience supporting commercial discussions, billing or contract management.
• Experience mentoring or supporting junior team members.
• Experience with HubSpot or advanced Excel skills.

You're a relationship-focused professional who enjoys partnering with clients and delivering exceptional service. You thrive in a fast-paced environment, confidently manage competing priorities, and take ownership of delivering high-quality outcomes.

You enjoy solving problems, working collaboratively across teams and continuously looking for ways to improve the client experience. With a commercial mindset and strong attention to detail, you're motivated by building lasting partnerships and helping clients succeed.

• Join Australia's leading technology-driven investor administration business.
• Work with an experienced, collaborative and supportive team.
• Hybrid working environment with flexibility.
• Career development and growth opportunities.
• Be part of an organisation focused on innovation, continuous improvement and exceptional client outcomes.
• Inclusive, high-performing culture where your ideas and contributions are valued.

Automic is committed to building a diverse, equitable and inclusive workplace where everyone feels respected, valued and able to do their best work. We welcome people of all backgrounds, identities, abilities and experiences, and are committed to creating an environment free from discrimination, harassment and bias.

Please note: Applications will be reviewed as they are received, and interviews may commence prior to the closing date.