Customer Success Manager - Property Investment & Wealth

Overview

Drive client success and manage property investment workflows, documents, and team operations.

Key Responsibilities

• database management
• contract reporting
• deposit management
• sales processing
• customer service
• team training

Tasks

Encourage a culture of efficiency and continuous improvement within the team. Maintain meticulous database records, generate contract status reports, and ensure compliance with auditing standards. Conduct meetings, set goals, provide feedback, and foster a positive team culture. Facilitate deposit management, including coordination with solicitors/builders, payment arrangements, refunds, and client updates. Assist the sales team by preparing property investment materials. Process sales, verify documents, handle amendments, and coordinate closely with solicitors, clients, and builders/vendors for contract accuracy. Ensure accurate records and website updates. Provide exceptional customer service to clients during and post-sale, ensuring their satisfaction and loyalty. Support property presentations, collaborate on marketing materials, and handle additional duties as directed. Position Overview: As a Customer Success Manager in Liviti’s Property Investment team, you will play a crucial role in supporting clients, managing stakeholders, chasing documents, and moving deals across the line. Your goal is to ensure customer excellence during and post-sale, providing exceptional support to the Sales Manager and sales team. Client-centricity and innovation meet, fostering professional growth and connections. Prepare property information and manage contracts for re-sales, ensuring effective communication with clients and internal teams. Support office relocations, oversee inventory and maintenance, and ensure compliance with safety regulations. Manage stock reservations and coordinate updates for deposits, contracts, and delays with builders/developers. Train teams on new procedures and manage transitions smoothly to ensure minimal disruption. -Encourage a culture of efficiency and continuous improvement within the team. -Maintain meticulous database records, generate contract status reports, and ensure compliance with auditing standards. -Conduct meetings, set goals, provide feedback, and foster a positive team culture. -Facilitate deposit management, including coordination with solicitors/builders, payment arrangements, refunds, and client updates. -Assist the sales team by preparing property investment materials. -Process sales, verify documents, handle amendments, and coordinate closely with solicitors, clients, and builders/vendors for contract accuracy. -Ensure accurate records and website updates. -Provide exceptional customer service to clients during and post-sale, ensuring their satisfaction and loyalty. -Support property presentations, collaborate on marketing materials, and handle additional duties as directed. -Client-centricity and innovation meet, fostering professional growth and connections. -Prepare property information and manage contracts for re-sales, ensuring effective communication with clients and internal teams. -Support office relocations, oversee inventory and maintenance, and ensure compliance with safety regulations. -Manage stock reservations and coordinate updates for deposits, contracts, and delays with builders/developers. -Train teams on new procedures and manage transitions smoothly to ensure minimal disruption.

Requirements

• leadership
• customer success
• property investment
• workflow management
• communication
• detail-oriented

What You Bring

Detail-oriented with strong organizational skills. Demonstrated leadership skills to inspire teams, foster innovation, and drive a culture of continuous improvement. Experience in customer success or related roles within the property investment industry. Proven experience in the property investment space, handling high volume workflows. Proficiency in managing high volume workflows and complex transactions. Excellent communication and interpersonal skills. Strong leadership and team management skills. -Detail-oriented with strong organizational skills. -Demonstrated leadership skills to inspire teams, foster innovation, and drive a culture of continuous improvement. -Experience in customer success or related roles within the property investment industry. -Proven experience in the property investment space, handling high volume workflows. -Proficiency in managing high volume workflows and complex transactions. -Excellent communication and interpersonal skills. -Strong leadership and team management skills.

People Also Searched For

Benefits

Inclusive and dynamic work environment. Abundant prospects for personal and professional development await. Support to buy a property within 12 months Your commitment is rewarded with an above-industry standard compensation package. Opportunities for professional growth and development. -Inclusive and dynamic work environment. -Abundant prospects for personal and professional development await. -Support to buy a property within 12 months -Your commitment is rewarded with an above-industry standard compensation package. -Opportunities for professional growth and development.

About St Trinity Property Group

-Evolved into a diversified property group focused on new-build communities. -Typical projects include off-the-plan residential apartments in Sydney suburbs, marketed for developers via direct sales and wealth channels. -Specialisms span site acquisition advisory, feasibility, project marketing, strategic sales, and proptech/data analytics services. -Known for guiding first home buyers and investors into designer apartments near transport hubs and lifestyle amenities. -Their team blends deep local market knowledge with tailored inventory management to safeguard client value throughout each project’s lifecycle.

Sector Specialisms