Who is ShiftCare?

ShiftCare is a fast-growing SaaS scale-up and its innovative software is a market leader that helps Australian & American disability support providers, in-home aged carers, and allied health professionals streamline the way they work by creating efficiencies in rostering, client management, and billing, enabling businesses to grow.

We are seeking a dynamic and experienced Customer Success Manager focused on onboarding to join our team. Our ideal candidate will engage and manage relationships with our customers, ensuring their satisfaction with our products and services, and driving retention and expansion of our customer base.

Responsibilities

• Product Mastery: Develop an in-depth understanding of our product and its features, and work closely with customers to help them maximise the value of our solution.
• Customer Relationships: Build and maintain strong relationships with our customers, acting as their primary point of contact for any questions, concerns, or issues that may arise.
• Onboarding Ownership: Take ownership of the customer onboarding process, collaborate closely with different stakeholders to understand requirements, and ensure a seamless onboarding experience for our customers.
• Customer Health Monitoring: Monitor customer health and engagement metrics, and develop and execute strategies to improve retention and reduce churn.
• Product Adoption: Drive adoption and usage of our product by providing guidance, training, and best practices to our customers.
• SLA Management: Ensure SLAs are met and workloads are managed across all allocated onboarding setups.
• Cross-Functional Collaboration: Build relationships with cross-functional teams (Operations, Engineering, Sales, Product, Marketing) to deliver the best experience for our clients and enhance the company's NPS.
• Customer Advocacy: Represent the voice of the customer to internal teams, providing feedback and insights to help drive product and service improvements.
• Upselling and Cross-Selling: Proactively identify opportunities to upsell and cross-sell our services.

Qualifications & Experience

• Education: Bachelor's degree in business, marketing, or a related field.
• Experience: 2+ years of experience in a customer success or professional, client-focused account servicing role, preferably within a SaaS business.
• Skills:
• Outstanding execution and product demonstration abilities.
• Strong communication and interpersonal skills, with the ability to build relationships with customers and internal stakeholders.
• Experience providing Zoom training sessions to customers with a broad range of technical aptitudes.
• Excellent problem-solving skills, with the ability to identify and resolve complex issues.
• Demonstrated ability to manage multiple projects and customers simultaneously.
• Technical Proficiency: Familiarity with customer success metrics, and the ability to analyse and interpret data to drive action.
• Software Experience: Experience with CRM and customer engagement software (e.g., HubSpot, Intercom, ChurnZero).
• Industry Knowledge: Previous experience working with timesheet, payroll, or accounting software is a bonus.
• Work Ethic: Ability to work independently and remotely, with a strong work ethic and time management skills.
• Industry Familiarity: Familiarity with our industry is a plus.

Key Competencies

• Customer-Centric Mindset: Always prioritising the needs and satisfaction of the customer.
• Strategic Thinking: Ability to see the bigger picture and contribute to the strategic direction of the customer success team.
• Proactive Approach: Taking initiative to anticipate customer needs and resolve potential issues before they escalate.
• Adaptability: Thriving in a fast-paced, dynamic environment with the ability to adapt to changing customer needs and priorities.

Why join Shiftcare?

We offer a competitive salary along with a dynamic and collaborative work environment including:

• Fast-track Growth:
• Experience quick career advancement in our growth-oriented environment, ensuring your potential is recognised and rewarded.
• Job Security:
• Rest easy with stable ownership and meticulous team growth management, building your career on a foundation of stability and forward-thinking.
• Floating Public Holidays:
• Enjoy flexibility to celebrate preferred holidays or personal events with floating public holidays.
• Employee Discount Marketplace:
• Access a wide range of discounted products and services, enhancing your ability to save money and enjoy preferred items.

At Shiftcare, we prioritise creating a workplace where employees can thrive both professionally and personally.

Ready to redefine your career? Join ShiftCare and be part of a revolution in care delivery.

Apply now and be the driving force behind our continued success!

About the opportunity

Join our Global Operations Team as a Customer Support Team Lead in Melbourne to make a real impact every day. We say that because we know that every conversation we have, every code line we write and every interface we design is another opportunity for us to enrich our customers’ experiences.

Reporting to the Senior Manager, Software Support, you'll help us drive engagement, excellence, and a focus on building relationships with our customers and colleagues, whilst meeting and exceeding service levels agreements for the resolution of support tickets. You'll also lead a team of Software Support professionals to meet the needs of our customers on software related enquiries. 

Some of the other responsibilities include:

• Manage a small offshore & regional team of customer support advisors in the delivery of software customer service   

• Collaborate with engineering peers to provide customer resolutions within agreed SLAs, advocating customer needs to effectively prioritise support ticket resolution  
• Partner with leadership and commercial teams to identify and plan essential work in the context of software support  
• Ensure that the team adheres to regional policies within software support for Xplor products  
• Contribute to frameworks and internal resources to support the resolution of technical issues within your team  
• Periodically review software support log(s); track performance and identify trends, anomalies, and opportunities for improvement  
• Proactively engage and upskill yourself in new iterations of the software along with your team  
• Find new ways to reduce the average ticket turnaround time and improve SLAs  
• Optimise, standardise, and manage Support metrics across all channels (call centre, online chat, email) to ensure customer satisfaction, and report statistical performance levels 

For this position, we offer a hybrid and flexible working model, where you will spend 2-3 days per week in the office and the rest working from home.

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.

#LI-EA1

• 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