Customer Success Account Manager

AI overview

Drive client relationships post-onboarding, focusing on account growth through upselling and proactive client engagement to enhance product adoption.

We are looking for a Philippines-based, full-time, dedicated, and passionate Customer Success Manager to join our growing team at ShiftCare.

In this role, you will own client relationships post-onboarding, with a strong focus on driving seat expansion, plan upgrades, and product adoption. You should be someone who thrives on building relationships, can communicate clearly and confidently across phone, video, and email, and is naturally tech-savvy.

You’ll be measured on quality outbound customer conversations, expansion revenue, product utilisation, churn rate, and the quality of feedback you capture from customers.

This role requires you to be able to work Australian Eastern Standard Time (AEST) hours.

About the Role

Our Customer Success Managers play a critical role in driving account growth. You will assess customer health, lead proactive conversations around expansion, and personally close seat-increase and upgrade opportunities. This position is ideal for someone who is strategic, sales-driven, and passionate about delivering exceptional customer experiences.

Key Responsibilities

Sales & Expansion Focus

  • Take ownership of the client relationship post-onboarding, with strong emphasis on proactive outbound calls to drive seat expansion, plan upgrades, and sales growth.
  • Identify upsell opportunities early and lead customers through the decision-making process to close upgrades.

Client Engagement & Success

  • Conduct regular check-ins and success reviews to uncover business needs and opportunities for deeper product usage.
  • Guide customers through onboarding of new features to increase adoption and long-term value.

Customer Insights & Data

  • Analyse usage trends and customer data to identify expansion opportunities and risks.
  • Translate insights into actionable steps for account growth and retention.

Cross-Functional Collaboration

  • Partner with Customer Success, Support, and Product teams to ensure customers have everything they need to succeed.
  • Advocate on behalf of customers by relaying feedback and insights to the Product team.

Requirements

Who You Are

Sales-Driven & Customer-Focused

  • 1–2 years of experience in Customer Success or Account Management, with at least 1 year in a sales-driven SaaS environment.
  • Proven track record of identifying upsell opportunities and converting them into successful expansions.

Proactive & Highly Organised

  • Excellent time management skills—able to balance outreach, meetings, follow-ups, and CRM updates efficiently.
  • Takes initiative: you don’t wait for problems to arise; you proactively reach out to customers to build relationships and identify opportunities.

Exceptional Communicator

  • Confident and empathetic communicator, especially over the phone, supported by video and email as secondary channels.
  • Ability to simplify complex product concepts in a customer-friendly way.

Tech-Savvy & Detail-Oriented

  • Comfortable working with data, customer health tools, spreadsheets, and CRMs (ideally HubSpot and ChurnZero).
  • Meticulous in documenting interactions, next steps, and insights within the CRM.

Benefits

Why You’ll Love Working Here

If you are a motivated Customer Success Manager who is passionate about sales, growth, and health-tech, and enjoys connecting with customers to help them succeed, we would love to hear from you.

ShiftCare’s innovative software platform helps Australia’s disability support providers, in-home aged carers and allied health professionals, streamline the way they do things 🧑🏽‍⚕️📲 ✅By creating efficiencies in rostering, client management and billing, we enable businesses to grow, while creating more time for what matters most – supporting clients, and helping them lead healthier, happier lives.Working with usWe’re a small but rapidly growing start-up that strikes the balance between work and play 🧑‍💻 ➡️ 🏄‍♂️Based at Fishburners, one of Sydney’s leading tech co-working spaces, our diverse team embraces a culture of dedication and enthusiasm.Whether you choose to work on-site with us, where you’ll rub shoulders with other start-ups, enjoy perks like complimentary coffee, beer and the occasional pizza, or remotely, at hours that suit you, you’ll soon feel like part of a team making a difference.Key Benefits: Be part of a small, rapidly growing business. Flat structure – take responsibility, be your own boss, and help us shape the direction of the business. Company laptop provided (Mac or PC) Based at Fishburners, Sydney CBD – a leading start-up community. Our valuesWe’re no cult. But we do have a set of values inspiring all who work with us.☝️ People-first - We’re a tech company, but people come first. We believe in better – enabling better quality care, and encouraging people to be at their best, by creating a fun, supportive environment to draw on their passions.🤩 Optimism - We see the good in people. Born problem-solvers, with a positive mindset, we rise to any challenge – a better way of doing things is never far away.🤝 Collaboration - Everyone has something different to offer. By recognising our own strengths, and those of others, we work together in harmony to achieve outstanding results.🤸‍♂️ Independence - We don’t believe in hierarchy. You’ll work side by side with the founders, yet have the opportunity to take responsibility for your efforts and help shape the future of the business.

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