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Customer Success Manager, Fund Registry

09/01/2026
12/02/2026
Permanent - Full Time
Sydney
Fund Registry

We’re seeking a Customer Success Manager, Fund Registry to manage and grow a portfolio of fund registry clients by delivering expert operational and regulatory support. You’ll lead seamless client onboarding, build trusted relationships, drive continuous improvement, and identify opportunities to enhance services and expand client partnerships

Job Description

What you’ll do

  • Manage a portfolio of fund registry and administration clients, providing day-to-day technical and regulatory expertise

  • Lead onboarding for new clients, clearly defining requirements and service standards

  • Drive process improvements, identify service enhancement opportunities, and mitigate operational risk

  • Support the maintenance and development of ISO-certified Quality and Information Security Management Systems

  • Maintain an entrepreneurial mindset toward business development and stakeholder communication

  • Proactively plan annual corporate calendars with clients, ensuring service expectations are met

  • Identify cross-sell opportunities through strong client engagement and insight

  • Ensure timely billing, support contract negotiations, and enhance services using client and stakeholder feedback

Desired Skills and Experience

What you’ll bring

  • Experience in fund registry, fund administration, or financial services client management

  • Strong understanding of regulatory and operational requirements in funds or investor administration

  • Proven ability to manage client relationships and deliver consistent, high-quality service

  • A continuous-improvement mindset with experience in process optimisation and risk management

  • Confident communication skills and a proactive, commercial approach

Why join us

  • Work with a market-leading investor administration platform

  • Partner closely with clients and internal specialists to deliver meaningful outcomes

  • Be part of a collaborative, growth-oriented team with real opportunities to make an impact

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. It provides the market's leading registry, employee share plans, IR analytics, and fund administration services for over 1,400 ASX-listed and unlisted organisations. Founded to challenge an industry reliant on outdated systems, Automic is committed to delivering smarter, more efficient, and secure solutions that help Australia’s companies and fund managers.

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.

These values shape how we show up for one another and for our clients — encouraging teamwork, curiosity, care, and shared responsibility. We believe people do their best work when they feel trusted, supported, and connected to a clear purpose, and we foster an environment where individuals are empowered to contribute, learn, and grow together.

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