About Us
Automic Group brings together modern purpose-built technology with a dynamic and experienced team to tailor solutions for companies and funds to understand, engage and manage their investors. We provide a cloud-native single registry, employee share plan and board management platform, and professional services including company secretarial, ESG, accounting and finance, and investor and media relations.
Today, over 1,400 ASX listed and unlisted clients trust Automic’s 250 employees to manage their registry, investor and board requirements – and Automic is ranked number one on the ASX by number of companies serviced, with 750 listed clients. In the past two financial years, Automic has won 50%of IPOs and 70% of listed companies who have switched registries.
Our culture is innately entrepreneurial, comprising people who thrive in an atmosphere where ideas, actions and initiative are encouraged. Our core values, Customer Success, Ambition, Equality and Team are at the foundation of who we are and how we operate.
We are growing, and with that growth we have an exciting Customer Success Manager opportunity, based in our Perth office.
Job Description
About the Role
As a customer Success Manager, you will own and grow a portfolio of Company Registry clients, delivering an end-to-end client experience from onboarding through to long term relationship management. Acting as a trusted advisor, you’ll combine string regulatory knowledge with commercial acumen to proactively support clients, drive retention and revenue outcomes and ensure seamless, compliant service delivery. Working closely with senior stakeholders and cross-functional teams across the business, you’ll help shape client solutions and, influence priorities and contribute to continuous improvement in a fast-scaling fintech environment.
Role Responsibilities
Manage end to end relationships across an allocated portfolio of clients
Deliver a premium, compliant experience across on-boarding, implementation, and ongoing service
Act as a trusted advisor to clients on registry, governance, implementation and ongoing service
Drive commercial outcomes
Proactively identify and resolve client issues, applying sound judgement and risk awareness
Partner with internal teams across Operations, Legal, Finance, Technology and Leadership to deliver coordinated outcomes
Desired Skills and Experience
Skills and Experience
Experience in customer success, account management, or client services within financial services, fintech, registry, or professional services
Strong understanding of regulatory frameworks (e.g. Corporations Act, ASX Listing Rules) or the capability to build this knowledge quickly
Commercial acumen, with experience managing renewals, identifying growth opportunities, and delivering portfolio outcomes
Excellent stakeholder management and communication skills with C suite executive level stakeholders
Strong attention to detail, sound judgement, and the ability to manage competing priorities
Confidence working with CRM systems and digital platforms to support client outcomes
About you!
To be successful in this role, we are looking for someone to bring:
Tertiary qualifications in Business, Finance, Law, or related discipline highly regarded
1+ years’ experience in client success, account management, or registry/corporate services, ideally within financial services, fintech, or professional services.
Strong working knowledge of the Corporations Act, ASX Listing Rules, and relevant regulatory frameworks.
Proven experience managing a diverse portfolio of clients, including publicly listed entities, and delivering high-quality service outcomes.
Demonstrated ability to identify commercial opportunities and manage revenue growth activities such as renewals and cross-sells.
Familiarity with registry systems, CRM platforms (e.g. Salesforce, HubSpot), and client lifecycle management tools.
Why join Automic:
You’ll be part of a team where operational excellence, collaboration, and continuous improvement are genuinely valued. This is an opportunity to deepen your expertise, contribute to meaningful outcomes, and grow your career within a high-performing, purpose-led fintech environment.
Key Benefits include:
Hybrid working
A High growth, scale-up organisation
Professional career growth & development
Supportive & fast paced environment
If the above sounds like you, please apply for this exciting opportunity and be part of the growth journey at Automic!
