One of Pine's portfolio companies is seeking a Customer Growth Specialist to own the post-sale client relationship. This role is responsible for retaining clients, growing revenue within the existing base, and resolving escalations. The successful candidate will act as the bridge between clients and the delivery, support, and ISV teams — keeping expectations aligned and commitments met.
This is a full-time hybrid role based in Australia, reporting to the Head of Sales.
What You'll Do
- Manage client health records in HubSpot: log all interactions, update sentiment scores, and keep contact data current.
- Identify at-risk clients early — using support ticket volumes, engagement gaps, and usage signals — and act before churn occurs.
- Segment the customer base into detractors, neutrals, and advocates; run targeted programs for each group.
- Maintain scheduled contact with key clients through calls, onsite visits, and quarterly business reviews.
- Run a structured engagement cadence (calls, meetings, site visits) based on client tier and classification.
- Identify and pursue upsell and cross-sell opportunities: additional modules, licences, and managed services.
- Own expansion revenue targets; report closed expansion and pipeline monthly to the Head of Sales.
- Coordinate with Sales and Consulting on account strategy, client roadmaps, and upsell timing.
- Act as the primary escalation contact for all active delivery and managed support clients.
- Drive the support or delivery team to resolve issues on time and within agreed commercial terms.
- Manage the transition of project clients into managed support and long-term engagement models.
- Manage onboarding of partner-switch clients moving their software support to the company.
- Define scope, commercial terms, and deliverables for new support agreements.
- Ensure pricing, service scope, and client expectations are documented and agreed before go-live.
- Identify satisfied clients suitable for case studies, testimonials, and referrals.
- Maintain a live advocacy pipeline and deliver new stories to Marketing each quarter.
- Manage day-to-day relationships with ISV partners.
- Track joint deal flow and coordinate on shared client opportunities.
Customer Engagement, Retention & Sentiment
Account Management & Growth
Client Delivery Oversight & Escalation
Client Onboarding & Commercial Structuring
Client Advocacy & Marketing Alignment
ISV Partner Management
What They're Looking For
- Proven experience in Customer Success, Account Management, or Client Services — ideally within ERP, SaaS, or consulting.
- Commercial acumen: experience managing growth targets and account-level P&L.
- Hands-on experience with customer lifecycle management and retention strategies.
- Track record of managing escalations in complex, multi-stakeholder client environments.
- Strong communicator — clear and direct with both clients and internal teams.
- Proficient in HubSpot CRM or equivalent.
- Familiarity with ERP platforms and the ISV ecosystem.
- Experience managing partner-switch or onboarding engagements.
Required
Nice to Have
Skills Required
- Proven experience in Customer Success, Account Management, or Client Services (ideally within ERP, SaaS, or consulting).
- Commercial acumen: experience managing growth targets and account-level P&L.
- Hands-on experience with customer lifecycle management and retention strategies.
- Track record of managing escalations in complex, multi-stakeholder client environments.
- Strong communicator with clear, direct communication to clients and internal teams.
- Proficient in HubSpot CRM or equivalent.
- Familiarity with ERP platforms and the ISV ecosystem.
- Experience managing partner-switch or onboarding engagements.
What We Do
Pine Services Group supports top software partners and ISVs internationally by preserving the original brand and founder legacy of each business, while prioritizing sustainable long-term growth.
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