Customer Success Manager

Customer Relationship Manager

One of the Fastest-growing Fintechs is Hiring! Join the ANNA Money Team: Revolutionising Business Administration for Australian SMEs.

At ANNA Money, we're more than just a mobile app and business current account—we're transforming the way small businesses handle banking, tax, and financial admin. As a Top 25 Startup (Bloomberg, 2024) and one of the fastest-growing fintechs in Europe, we are now bringing our innovative financial services to Australia.

Our mission is simple: eliminate the hassle of tax, invoicing, and admin so that business owners can focus on their passions. By combining cutting-edge AI, automation, and intuitive financial tools, we make business administration effortless.

With over 120,000 customers and a rapidly expanding product suite, ANNA is at the forefront of fintech innovation. Now, we're building a world-class sales and support team to accelerate our expansion.

We are seeking a proactive and customer-focused Customer Relationship Manager to join our team. The ideal candidate will play a crucial role in building strong customer relationships, ensuring our product's effective adoption, and driving customer satisfaction and retention.

What you'll be doing:

• Act as the primary point of contact for customers, managing the entire customer lifecycle from onboarding to retention.
• Monitor customer health metrics and develop strategies to improve adoption and engagement.
• Educate customers on ANNA's platform, ensuring smooth adoption and ongoing value realisation.
• Oversee payment collections and proactively follow up on overdue balances to reduce credit risk and maintain financial stability.
• Work closely with customers to resolve outstanding payments, providing guidance and flexible solutions when necessary.
• Collaborate with cross-functional teams to address customer needs and feedback.
• Proactively identify opportunities for account growth via account usage.
• Address and resolve client issues in a timely and effective manner, ensuring high levels of customer satisfaction and retention.

Our culture

At ANNA, we move fast, innovate boldly, and focus on impact. We believe in creating a collaborative, diverse, and inclusive work environment where everyone has a voice. You'll thrive here if you're passionate about fintech, data, and automation.