Customer Success Manager Property Investment & Wealth

North Strathfield - Australia

Monthly Salary: Not Disclosed

Posted on: 10-11-2025

Vacancies: 1 Vacancy

Job Summary

Position Overview: As a Customer Success Manager in Livitis Property Investment team you will play a crucial role in supporting clients managing stakeholders chasing documents and moving deals across the line. Your goal is to ensure customer excellence during and post-sale providing exceptional support to the Sales Manager and sales team.

About You:

Demonstrated leadership skills to inspire teams foster innovation and drive a culture of continuous improvement.
Proven experience in the property investment space handling high volume workflows.

The Opportunity Awaits: Join a dynamic team where:

Client-centricity and innovation meet fostering professional growth and connections.
Your commitment is rewarded with an above-industry standard compensation package.
Abundant prospects for personal and professional development await.
Inclusivity thrives promoting strong relationships within a respected financial institution.
You contribute to shaping an impressive legacy in the financial industry.

Key Responsibilities & Accountabilities:

Foster Innovation:

Encourage a culture of efficiency and continuous improvement within the team.

Training and Change Management:

Train teams on new procedures and manage transitions smoothly to ensure minimal disruption.

Operations Management:

Support office relocations oversee inventory and maintenance and ensure compliance with safety regulations.

Team Leadership:

Conduct meetings set goals provide feedback and foster a positive team culture.

Document and Contract Management:

Manage stock reservations and coordinate updates for deposits contracts and delays with builders/developers.
Ensure accurate records and website updates.
Prepare property information and manage contracts for re-sales ensuring effective communication with clients and internal teams.
Process sales verify documents handle amendments and coordinate closely with solicitors clients and builders/vendors for contract accuracy.
Maintain meticulous database records generate contract status reports and ensure compliance with auditing standards.
Facilitate deposit management including coordination with solicitors/builders payment arrangements refunds and client updates.

Client Support:

Support property presentations collaborate on marketing materials and handle additional duties as directed.
Assist the sales team by preparing property investment materials.
Provide exceptional customer service to clients during and post-sale ensuring their satisfaction and loyalty.

Requirements

Qualifications:

Experience in customer success or related roles within the property investment industry.
Strong leadership and team management skills.
Excellent communication and interpersonal skills.
Proficiency in managing high volume workflows and complex transactions.
Detail-oriented with strong organizational skills.

Benefits

Benefits:

Support to buy a property within 12 months
Opportunities for professional growth and development.
Inclusive and dynamic work environment.

If you are passionate about delivering customer excellence managing complex workflows and fostering innovation in the property investment industry we invite you to apply for this exciting opportunity. Join us and make a significant impact on our clients success and satisfaction.

Required Skills:

Qualifications: Sales experience selling an online product listing or service. Selling in different regions and time zones. Strong organisational and multitasking skills. Excellent written and verbal communication skills. Proficiency in using CRM systems marketing tools and data analysis. Enthusiasm for learning and adapting to new tools and software. A self-starter with a positive attitude and the ability to work collaboratively.

Position Overview: As a Customer Success Manager in Livitis Property Investment team you will play a crucial role in supporting clients managing stakeholders chasing documents and moving deals across the line. Your goal is to ensure customer excellence during and post-sale providing exceptional supp...