This is an opportunity for a seasoned accounting professional seeking to apply their expertise in a different environment. This customer success specialist role is pivotal in nurturing new customers from the beginning of their Calxa journey.

We are obsessed with delivering the best customer experience and product to keep our customers for life. This role is at the heart of the organisation and its business growth.



About our company

Calxa provide a subscription-based cloud software. The app saves time for Businesses, Not-For-Profits and Accountants by automating financial reporting like budgets, cash flow forecasts, KPIs and group consolidations. Founded in 2010 in Australia, our company now services organisations around the globe.



About the Customer Success Specialist

Typically, you will help new users understand how the app fits their needs. By building a trusting rapport, you will guide them on their path to becoming a paid subscriber and beyond. This will suit an accounting professional with strong interpersonal and communication skills. Your role will be fundamental in contributing to the growth of the business.  Your day will include:

  • Virtual demonstrations of software to prospective customers
  • Delivery of informational webinars
  • Building strong and productive relationships with prospects and new leads
  • Nurture new users and newly converted customers to enable uptake of the software
  • Contribute to customer journey maps and material to maximise adoption and utilisation
  • Assist with regular analysis reports on Customer Success benchmarks


Real expertise

You are an expert in Customer Success and get involved in all aspects of the customer journey, pre and post-sale. You will foster customer health and sentiment and contribute to customer satisfaction, retention and advocacy. The result will be evident in deep customer relationships, high adoption and utilisation with exceptional retention. Your day looks like this:

  • Onboard, educate and train new customers.
  • Design customer roadmaps and material to maximise adoption and utilisation.
  • Organise and plan call cycles and touch points.
  • Regularly assess and document customer progress.
  • Collaborate and liaise with internal teams.


What is required to succeed

To be successful for this position you will be a tertiary qualified accountant. Ideally, you have attained or be working towards your CA or CPA qualifications. We are looking for an enthusiastic individual with strong interpersonal skills. Ultimately, you will demonstrate the following skills and attributes:

  • In depth knowledge of management accounting processes including budgeting and cash flow forecasts
  • Proficiency in cloud accounting software such as Xero, MYOB or QuickBooks
  • Strong computer literacy and ability to confidently use MS Office suite, cloud applications, CRMs and collaboration tools
  • Effective communication skills with competency in business negotiations
  • Ability to methodically troubleshoot complex management accounting questions and communicate solutions to non-accountants
  • You are super organised and able to multi-task.
  • A busy day does not unsettle you, in fact it gives you a kick.


The reward

You will be working in a contemporary work environment with a progressive team that is rapidly growing. Our organisation offers the following benefits:

  • Competitive remuneration package commensurate with experience
  • Flexible work options with ability to work remotely
  • Intensive training program
  • Exposure to global accounting and business practices

The role is based at our Melbourne office to maximise interaction with the team. However, the right candidate will have access to a flexible work model that supports a blend of in-office and remote work.



Interested? Get in Touch

Get in touch if this role excites you, please apply with your up-to-date resume or CV. Simply send an email to [email protected]