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Client Success Associate (Full-time)

Simply Wall St
Sydney NSW

Apply Now

Job Details

Full-time
13 days ago

Benefits

Subscriptions
Parental leave

Full Job Description

ROLE OBJECTIVE

Simply Wall St is the portfolio command centre for 8 million investors across 180 countries. We started out levelling the playing field with institutional-grade stock research made simple and visual, today, we're where everyday investors track their portfolios, analyse companies, and make confident, long-term decisions, all in one place.

On top of that audience, we're building something new: a fast-growing B2B business that connects listed companies, fund managers and financial brands directly with the investors who research and hold them, through sponsored research, content campaigns and our own ad platform.

Retail investors now move markets, and companies are racing to reach them. Very few platforms can offer what we can: millions of engaged investors, inside the platform where they actually manage their portfolio. That's why this side of the business is growing fast and why we're hiring.

You'll join the founding team of this B2B business. As it scales, so does your role: we expect this position to grow into senior client success, partnerships or sales leadership for the people who help build it.

TEAM STRUCTURE

You'll be the person who makes sure every partner campaign lands brilliantly, from the moment a deal is signed through content creation, publication, and the performance report that wins the renewal. You'll work directly with clients, and alongside our Partnerships Manager, COO, Editorial, Marketing and Product teams.

This is a genuine ownership role: you'll run campaign delivery end-to-end, own our ad platform, and be the client's trusted point of contact throughout.

What you'll own

Campaign delivery — Run partner campaigns from kickoff to publication: coordinating editorial, external writers and analysts, managing client feedback and revisions, and keeping every deliverable on schedule across our publishing channels.

Client relationships — Be the day-to-day contact for our partners: managing expectations, coordinating feedback, and making sure every campaign is delivered to a standard that earns the renewal.

Reporting & insights — Turn campaign data into client-ready performance reports and post-campaign analysis that demonstrate value and shape what we sell next.

Our ad platform — Own campaign setup and trafficking in our ad server, keeping delivery clean and troubleshooting issues before clients ever notice them. Full training provided — aptitude matters more than prior experience.

Growing the business — Help the team win: sharpen sales decks and proposals, build case studies from your best campaigns, and spot opportunities to improve how we work as we scale.

What success looks like in 12 months

Our partners renew and expand because campaigns are delivered flawlessly and reported clearly
Clients find Simply Wall St and you a pleasure to work with
You've built the delivery playbook the team runs on as we grow
You're ready to step up as the B2B team expands

About you

We'd love to hear from you if most of this sounds like you, you don't need to tick every box:

You're highly organised and thrive on running multiple projects at once without letting details slip
You communicate clearly in writing and in person
You're client-focused: you read the room, manage expectations, and people trust you to deliver
You pick up new tools fast (experience with ad platforms, CMS tools, or marketing automation is a bonus, not a requirement)
You're curious about financial markets and investing — or excited to learn
You want to grow with a business, not just fill a seat

Why join?

Ground floor of a new business: founding-team impact inside a company that's already profitable. Startup upside, without the startup fragility.
Real career trajectory: a defined path into senior client success, partnerships or sales as the B2B business scales.
Learn from the top: work directly with our COO and commercial leadership from day one.
A product with pull: clients come to us because our 8M investors don't just visit, they run their portfolios here. You're delivering something no one else can offer.
A team that stays: 70% of the company has been here 2+ years.

Perks

Flexible remote work: work where you're most productive
Simply Stop: we finish early every Friday
Share Club: cash to invest, a free SWS subscription, and regular sessions to talk stocks with the team
L&D fund: we invest in your growth
Parental leave: with a supportive part-time return-to-work option
Team events & hackathons: come together and push what's possible

Apply Now

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