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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer relationship management and consultative skills, with a focus on onboarding, account health monitoring, and proactive customer engagement. Proficient in using tools like Salesforce and Microsoft Office Suite to enhance customer outcomes and drive adoption.
Highest-signal resume keywords
Customer-Facing ExperienceAccount ManagementClear CommunicationProblem-Solving AbilityAttention to Detail
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account ConfigurationUser TrainingWorkflow RecommendationsCustomer OnboardingRetention Awareness
Soft Skills
Building TrustTime ManagementCritical ThinkingResilienceLearning Agility
Tools & Technologies
SalesforceMicrosoft Office SuiteSlackConfluenceLoom
Industry Keywords
SMB CustomersOperational Use CasesCustomer ValueChurn PreventionCustomer Outcomes
About the role
Key responsibilities & impact- Own a portfolio of SMB customers as their main post-sale point of contact
- Build strong customer relationships and trust
- Run onboarding and activation, including success plans, account configuration, user training, and guidance to first wins
- Recommend best-practice Sitemate workflows for operational use cases across heavy industries
- Drive adoption through proactive check-ins, enablement, and ongoing education via calls, emails, Looms, and in-app guidance
- Monitor account health, usage signals, sentiment, and risks, and act early to prevent churn
- Identify expansion signals, additional teams/sites, and new use cases, and refer them to Account Management
- Share product feedback, recurring pain points, and successful practices with internal teams
- Send meeting recap emails, maintain Salesforce follow-up tasks, and schedule follow-ups
- Collaborate with Sales, Account Management, Support, and Product to remove blockers and improve customer outcomes
Requirements
What you’ll need- Customer-facing experience in account management, support, operations, hospitality, admin, retail leadership, or similar, with evidence of building trust and handling issues calmly
- Clear written and verbal communication; ability to run customer calls, summarise next steps, and write crisp follow-ups
- Strong prioritisation and time management
- Problem-solving and critical-thinking ability
- Consultative mindset; ability to understand customer goals and recommend workflows
- Comfort with process and accountability; ability to follow SOPs, maintain notes and tasks, and close the loop reliably
- Resilience and learning agility
- Attention to detail in documentation, customer communications, and internal handovers
- Basic commercial awareness of retention, customer value, and adoption
- Microsoft Office Suite
- Slack
- Salesforce
- Front
- Confluence
- Loom
- Video conferencing and calendar tools
- Willingness to come to the Sydney office at least 2 days per week
- If based in Australia, full permanent work rights
Benefits
Comp & perks- Competitive, performance-based remuneration
- Equity options
- 20 days paid annual leave, plus sick, carer’s, and compassionate leave
- Parental leave — 16 weeks for primary and 6 weeks for secondary carers (including adoption and stillbirth support)
- Learning & Development — professional growth budget and transparent career plans
- Laptop and home office setup budget
- Flexible work — hybrid rhythm, with 2 to 3 days in office depending on the role, 2 WFH each week, with flexibility to work from anywhere for several weeks a year
- Weekly catered lunches
- Global offsites
- “Life Story” sessions
- Sydney HQ perks — rooftop garden, wellness centre, showers, and cycle storage
- Clear career development plans
- Access to key company metrics
- Performance-based career growth
