Customer Success Manager - Property Investment & Wealth

Overview

Support clients and manage property investment deals, ensuring excellence pre- and post-sale.

Key Responsibilities

• contract management
• deposit coordination
• database reporting
• customer service
• training delivery
• marketing support

Tasks

Support property presentations, collaborate on marketing materials, and handle additional duties as directed. Conduct meetings, set goals, provide feedback, and foster a positive team culture. Process sales, verify documents, handle amendments, and coordinate closely with solicitors, clients, and builders/vendors for contract accuracy. Facilitate deposit management, including coordination with solicitors/builders, payment arrangements, refunds, and client updates. Maintain meticulous database records, generate contract status reports, and ensure compliance with auditing standards. Ensure accurate records and website updates. Train teams on new procedures and manage transitions smoothly to ensure minimal disruption. Provide exceptional customer service to clients during and post-sale, ensuring their satisfaction and loyalty. Encourage a culture of efficiency and continuous improvement within the team. Prepare property information and manage contracts for re-sales, ensuring effective communication with clients and internal teams. Manage stock reservations and coordinate updates for deposits, contracts, and delays with builders/developers. Client-centricity and innovation meet, fostering professional growth and connections. Assist the sales team by preparing property investment materials. 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. Support office relocations, oversee inventory and maintenance, and ensure compliance with safety regulations. -Support property presentations, collaborate on marketing materials, and handle additional duties as directed. -Conduct meetings, set goals, provide feedback, and foster a positive team culture. -Process sales, verify documents, handle amendments, and coordinate closely with solicitors, clients, and builders/vendors for contract accuracy. -Facilitate deposit management, including coordination with solicitors/builders, payment arrangements, refunds, and client updates. -Maintain meticulous database records, generate contract status reports, and ensure compliance with auditing standards. -Ensure accurate records and website updates. -Train teams on new procedures and manage transitions smoothly to ensure minimal disruption. -Provide exceptional customer service to clients during and post-sale, ensuring their satisfaction and loyalty. -Encourage a culture of efficiency and continuous improvement within the team. -Prepare property information and manage contracts for re-sales, ensuring effective communication with clients and internal teams. -Manage stock reservations and coordinate updates for deposits, contracts, and delays with builders/developers. -Client-centricity and innovation meet, fostering professional growth and connections. -Assist the sales team by preparing property investment materials. -Support office relocations, oversee inventory and maintenance, and ensure compliance with safety regulations.

Requirements

• high-volume
• property investment
• customer success
• leadership
• detail-oriented
• communication

What You Bring

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

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Benefits

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

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