Customer Success & Growth Coordinator

Posted 8 Days Ago
Be an Early Applicant
Auckland, NZL
In-Office
Entry level
Information Technology
The Role
Provide proactive customer support and onboarding for brokers, valuers, and lenders; drive platform adoption and upsell data products; maintain CRM and usage monitoring; coordinate events, webinars, and product feedback; act as a trusted contact to retain customers and support go-to-market activities.
Summary Generated by Built In

About Valocity Global

Valocity Global is digital infrastructure for regulated property decisioning. Our platform connects lenders, advisers, valuers, developers, and property professionals to enable faster, smarter, and more transparent property decisions.

We operate in over 4,000 cities worldwide and are trusted by leading financial institutions across New Zealand, Australia, India, and the United Arab Emirates.

Our mission is simple: to revolutionise property decisions for people and planet.

The Opportunity

We are looking for an energetic, highly organised, and customer-obsessed Customer Success & Growth Coordinator to support our continued growth in New Zealand.  The role is Auckland based.

This is an ideal role for someone early in their career or returning to the workforce, who has exceptional attitude, strong communication skills, and a genuine passion for helping customers succeed.

You will work closely with our Customer Success teams and Gm of Innovation to support and grow relationships and opportunities with:

  • Mortgage Advisers
  • Property valuers
  • Second-tier and non-bank lenders
  • Real estate and property professionals

You will help ensure our customers continue to receive world class account management and support, while identifying opportunities to expand platform usage, data subscriptions, and deliver new products.

This role sits at the intersection of customer success, sales support, operations, and innovation.

What Success Looks Like

In this role, you will:

  • Delight customers with fast, proactive, and thoughtful support
  • Help onboard new brokers, valuers, lenders and other clients
  • Increase adoption of Valocity's platform and data products
  • Identify opportunities to increase revenue from both existing and new customers
  • Support campaigns, webinars, and customer events
  • Coordinate product feedback and enhancement requests
  • Build strong relationships and become a trusted point of contact that helps retain existing customers

Key Responsibilities

Customer Success & Support

  • Respond to customer enquiries quickly and professionally
  • Assist customers with onboarding, training, and troubleshooting
  • Monitor usage and proactively reach out to customers who may need support
  • Ensure every customer interaction is positive and solutions focused

Growth & Revenue Support

  • Identify opportunities to upsell data products and additional platform modules
  • Support outreach to brokers, valuers, and second-tier lenders
  • Assist with proposals, presentations, and follow-up communications
  • Maintain accurate CRM records and pipeline updates

Relationship Management

  • Build strong relationships with customers and industry partners
  • Coordinate meetings, workshops, and demonstrations
  • Help organise customer events and educational sessions

Product & Innovation

  • Gather and relay customer insights and feedback to the Product Manager to inform solution development and prioritisation Support go-to-market activities for new solutions
  • Support and facilitate collaboration to deliver best in class customer innovation and experiences

 Operational Excellence

  •  Serve as a trusted point of contact for our customers
  • Track adoption, satisfaction, and revenue opportunities
  • Ensure tasks are followed through with precision and urgency
  • Act as a central coordination point, connecting customers with the right internal expertise to deliver on their specific needs

Who You Are

Attitude is everything.

We are looking for someone who is:

  • Intensely customer-focused
  • Positive, energetic, and eager to learn
  • Highly organised and detail oriented
  • Commercially minded and growth oriented
  • Confident communicating with a wide range of stakeholders
  • Curious about technology, AI, and innovation
  • Comfortable working in a fast-moving entrepreneurial environment
  • Resourceful and proactive with a problem-solving mindset
  • Accountable and reliable
  • Driven to exceed expectations
  • Professional and considered

Preferred Experience

You may have experience in:

  • Customer success
  • Sales support
  • Account coordination
  • Banking, finance, or mortgage industries
  • Property or real estate
  • Technology, data, or SaaS businesses

A university degree is helpful but not essential. We care far more about attitude, intelligence, work ethic, and a genuine desire to help customers succeed.

Skills That Will Help You Thrive

  • Outstanding written and verbal communication
  • Strong Microsoft Office and CRM skills (e.g., HubSpot)
  • Excellent time management and organisation
  • Analytical thinking and attention to detail
  • Ability to manage multiple priorities
  • Confidence using AI tools such as ChatGPT, Claude and Microsoft Copilot

How to Apply

If you are ambitious, customer-focused, and excited about technology and innovation, we would love to hear from you.

Please send your CV and a short cover letter explaining why this opportunity excites you and how you would help our customers and our business grow.

Skills Required

  • Intensely customer-focused with a solutions mindset
  • Outstanding written and verbal communication skills
  • Highly organised, detail oriented, and strong time management
  • Ability to manage multiple priorities and follow through with urgency
  • Experience with CRM systems and record-keeping (e.g., HubSpot)
  • Strong Microsoft Office skills
  • Analytical thinking and attention to detail for monitoring usage and opportunities
  • Confident communicating with a wide range of stakeholders
  • Curious about technology, AI tools, and innovation (confidence using ChatGPT, Claude, Microsoft Copilot)
  • Experience in customer success, sales support, or account coordination
  • Experience in banking, finance, mortgage, property, real estate, or SaaS/data businesses
  • University degree
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The Company
HQ: Auckland
125 Employees
Year Founded: 2013

What We Do

Valocity is leading the charge in revolutionising the world of property valuation, mortgage lending, and real estate!🌍 We recognise the value of property and understand that buying a home is a monumental financial decision for people worldwide. That's why we deliver groundbreaking solutions that transform the traditional process of finding and financing a home into a seamless and globally unique experience. In under 10 years, Valocity has successfully connected an entire ecosystem of valuers, brokers, insurers, lenders, and consumers through our One Smart Platform. Our platform is now empowering people to discover their dream homes in over 2,700 cities across the globe. We're particularly proud of our impact in the Indian market, where we enable 'housing for all' by providing a robust valuation process that allows lenders to say 'yes' to mortgage loans, even for the unbanked population. Valocity stands out as the only global platform that delivers end-to-end connectivity within the property ecosystem. Our platform has supported nearly $2 trillion in lending decisions, spanning both established and emerging markets. Through our innovative approach, we're forging a path toward a sustainable future, leveraging unique data capture to drive environmental, social, and governance (ESG) criteria while ensuring transparent customer experiences. Our accomplishments have been internationally recognised, including being named Runner Up for Global Fintech of the Year at the Singapore Fintech Festival 2022 and winning Fintech Scale-up of the Year at the IFTA Awards 2022. We continually propel our growth and expansion into new modules and markets, including the UAE and ASEAN regions, through our unwavering commitment to innovation. We don't just discuss change; we make it happen. We collaborate closely with industry-leading and forward-thinking clients, fostering a culture that encourages innovation, experimentation, and a tireless pursuit of excellence.

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