We’re not looking for someone who’s planning to try AI one day. We’re hiring someone who already uses it to understand their customers more deeply, spot risk and opportunity earlier, and show up to every conversation better prepared — and who wants to keep building that edge in a role where relationships are everything.
This is a Customer Success role owning a portfolio of accounts across ANZ and APAC, with a focus on M&A, Deals, and corporate transactions. You’ll be the trusted advisor clients call when the deal gets complicated — and AI is how you’ll stay one step ahead of what they need next.
How AI changes this role
You don't just keep customers. You make them successful.
The best CSMs used to spend hours preparing for QBRs, writing account summaries, and manually tracking health signals across their portfolio. In this team, AI handles that layer — so you spend your time on the relationships, the conversations, and the strategic moments that actually drive retention and growth.
Account health: spot risk before it becomes churn
AI surfaces early warning signals across your portfolio — changes in engagement, usage dips, shifts in stakeholder behaviour — so you’re having the right conversation proactively, not reactively.
Customer prep: walk into every meeting already informed
Before every customer call, AI synthesises account history, recent activity, open issues, and stakeholder context — so you show up knowing exactly where the relationship stands and what matters most to them right now.
QBRs and success planning: less build time, more impact
AI drafts account summaries, success plan updates, and QBR decks based on your customer data — so you’re refining and personalising, not building from scratch every quarter.
Growth signals: find expansion before the customer asks
AI helps you identify upsell and cross-sell moments by tracking deal activity, product usage, and buying signals across your accounts — so you’re bringing value-add conversations to the table, not waiting to be asked.
What you’ll do
Own your customer portfolio:
- Lead customer meetings with LLM-built account briefs and stakeholder context already in hand — so you walk in informed, not catching up.
- Drive adoption and engagement across your accounts, with AI copilots flagging adoption gaps and churn risk signals before they escalate.
- Own growth and retention through customer enablement, relationship management, and advocacy.
- Deliver QBRs and success reviews grounded in usage and outcome data — not gut feel.
Be the trusted advisor:
- Guide, educate, and train new users on the Ansarada platform to meet their specific business requirements.
- Partner with Sales on pricing, negotiations, and value articulation — demonstrating commercial benefit to clients across ANZ and APAC.
- Build and maintain deep knowledge of M&A, Deals, and Procure — and the competitive landscape — so you can position Ansarada’s value with confidence.
- Identify and share remarkable customer stories that celebrate success across the broader business.
Connect the dots across the business:
- Act as the internal Voice of Customer — with LLMs helping you synthesise themes and feedback across conversations into clear signals for the Product team.
- Collaborate internally with Marketing, Sales, other CSMs, and Support to align on account strategy and customer experience.
- Share what’s working — your AI workflows, your playbooks, your customer moments.
What we’re looking for
Experience 2+ years in Customer Success, Account Management, or a similar role in tech or SaaS. Background in financial services, investment banking, legal, or corporate finance is a strong advantage. Proven track record of growing and retaining accounts through consultative, strategic customer planning. Confident communicator at all levels — from junior users to executive stakeholders. Experience with CRM systems and a data-driven approach to relationship management.
AI fluency:
- You use LLMs (ChatGPT, Claude, Gemini) daily — for account prep, customer comms, QBR builds, and portfolio analysis.
- You prompt for real output: account summaries, health assessments, success plans, stakeholder briefs.
- You know where AI sharpens your thinking — and where your empathy, judgment, and trust still win.
- You share what works and you’re always looking for what’s next.
Mindset:
- Customer-obsessed — you genuinely care about outcomes, not just renewals.
- Commercially sharp — you think in growth and retention, not just satisfaction scores.
- AI-curious by default — always looking for a smarter, faster way to serve your accounts.
- Calm under pressure — high-stakes deal environments don’t rattle you.
- Fast learner who shares the wins (and the lessons)
Essential criteria:
- Based in Sydney with the ability to travel as required.
- Minimum 3 days per week in the Sydney office to support collaboration and in-person client meetings.
Success in this role looks like:
Retention
- account coverage, activity, and renewals.
Expansion- upsell and cross-sell opportunities identified and converted.
Health- risk spotted and addressed before it becomes churn.
Advocacy- customers who refer, champion, and come back.
Who’s Ansarada?
Join the team designing the future of dealmaking.
Ansarada is the secure dealmaking infrastructure company. We help companies, governments, and their advisors protect what matters and realise their potential when it counts. From M&A and capital raising to restructures, audit, and infrastructure procurement, we provide the system of record that keeps critical information secure and processes under control.
Founded in Sydney in 2005, Ansarada is trusted across 170 countries and has supported more than 55,000 transactions, bringing together data, workflow, and security by design so teams can move with clarity and confidence when the stakes are high.
Great Place to Work certified for 16 years running. Recognised as one of Australia’s Best Places to Work for Women and in Technology. Teams across Sydney, Ho Chi Minh, Chicago, Amsterdam, and London.
What’s in it for you?
- Real AI development — tools, training, and the space to build workflows that actually change how you work.
- Maxwell Leadership Program, book budget, and dedicated time to learn and grow.
- State-of-the-art Sydney HQ — barista coffee, gym, beer on tap, unlimited snacks, pool table, swings
- Subsidised health insurance and generous paid leave (parental, birthday, community, anniversary)
- Hybrid model: 3 days in office and 2 days remote.
- Competitive comp and benefits
Learn more:
- Virtual office tour + meet the team: https://team.ansarada.com/
- Great Place to Work: https://greatplacetowork.com.au/certified-companies/
- Women of Ansarada: https://www.youtube.com/watch?v=Vv2QPPxu57c
At Ansarada, belonging means embracing and valuing everyone’s unique strengths, experiences, backgrounds, and perspectives. We are committed to fostering a workplace where everyone feels respected, celebrated, and empowered to be their true selves.