As a high-growth tech company selling software in a competitive global market, the work is not easy. But it’s interesting and super fun. As the Customer Success Consultant, your primary purpose is to ensure our customers get, and keep getting value from their investment in Phocas. You strive to retain our customers, turn them into advocates for Phocas and proactively identify opportunities for further revenue growth within our existing customer base.

It’s what our consultants love about the work. Because it gives meaning to their roles. Oh, and did we mention it was fun?
No? Well, you’re in for a good time.

Here’s how you’ll do that

• Proactively drive activities that increase brand awareness, product presence and user adoption. This could be through regular customer account reviews, product demonstration, customer training, events and other marketing activities
• Provide exceptional service and support, and ensure the customer is gaining value from their investment through coaching, advice and training
• Guiding clients through onboarding, issue resolution, and adoption phases with your fantastic communication and training abilities
• Identify new business opportunities within the account for revenue growth
• Collaborate with global colleagues to continuously improve products, internal processes and documentation as they relate to customer success

This is what you’ll need to do it

• A love of working with customers and developing long-term value
• Excellent presentation, training and communication skills
• You enjoy building rapport with your customers, and staying up to date with product enhancements and features
• Financial planning, accounting, or financial modeling knowledge, as well as an understanding of ERPs is essential
• Solid understanding of business needs and customer focus with a dedication to customer experience
• Previous experience within a Customer Success role within SaaS

A bit about us to see if we’re a match for your enthusiasm

We’re a business planning and analytics company on a mission to make people feel good about data. We’ve been hard at it for 20+ years, helping 2,300 companies turn complex business data into performance boosting results. Despite our global status, we’ve held on to our start-up roots. The result is a workplace that’s fast, exciting and designed for fun.

Create your happy place!

We are a 2024 Circle Back Initiative Employer – we commit to respond to every applicant.

Phocas is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans status or any other characteristic protected by law.

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• Bachelor's degree in Business, Information Technology or another related subject. In lieu of degree, relevant equivalent experience required.
• Minimum 3 years’ prior experience working in Customer Success or Account Management roles
• Proven track record of meeting or exceeding retention goals / customer satisfaction metrics
• Experience with Phocas or related products – other BI, CRM, ERP software products

• Previous experience working within the SaaS/IT industry
• Familiarity with financial planning, accounting, or financial modeling is essential

We’re looking for a Customer Success Engineer (CSE) to build, retain, and grow our Small to Medium Business client base.

In this role, you’ll partner with an Account Manager, applying best practices and solutions as the product champion of Procore and serve as a subject matter expert. You will succeed in this role when the customer succeeds in adopting and realising business performance gains from their investment in Procore. You will literally be helping improve the lives of our construction customers by connecting them on a global platform.

As a successful CSE, you’ll help organisations understand best practices around construction technology and solutions, and the many business benefits they can provide. 

As a successful CSE, you’ll use your consultative mindset to leverage Procore’s technology solution within the industries we serve. You’ll be instrumental in creating long-lasting adoption and delivering custom ROI analysis for your client base. You’ll partner closely cross-functionally with Sales, PS, Support, Product and Marketing. Successful candidates are passionate about construction and technology. You’ll provide industry and technology thought leadership while encompassing Procore’s values of Openness, Optimism, and Ownership.

This position will report to the Manager of the SMB Customer Success team and be based in Sydney. We’re looking for someone to join our team immediately.

What You’ll Do:

• Assist new clients through Implementation paths
• Make data-driven recommendations to your customers on how they can optimize the value of Procore, based on customer analytics and industry best practices.
• Craft value-based presentations that address customer business problems and accelerate the adoption of the Procore platform
• Develop and execute on account strategies for emerging accounts while working alongside Sales to deliver positive outcomes for clients
• Build trust and create meaningful relationships among champions and key executives within each account
• Identify product improvements or new products by remaining current on customer needs, industry trends, market activities, and competitors.
• This position requires 15-20% travel to Procore offices, client sites, and more!

What we’re looking for:

• Bachelor’s degree in Construction Management, Civil Engineering, Mechanical Engineering, Information Systems preferred or relevant years of experience
• 1+ years of Customer Success, Professional Services, Technical Pre-Sales experience or 1+ years of Construction industry expertise preferred
• Ability to leverage strong technical aptitude to master Procore’s product offerings, business model, services, and emerging technologies
• Outstanding presentation and communication skills both in-person and through virtual meetings, and in writing
• Strong analytical and problem-solving skills to synthesize relevant and impactful intelligence from ambiguous data
• Experience acting as a technology evangelist 
• Able to operate in a fast-paced, diverse, innovative environment.
• Ability to read, speak, and write in English
• Ability to train clients on product.
• Must work well within a team environment