We’re looking for a strategic Customer Success Consultant to partner with financial advice firms and drive measurable client outcomes.

Role Overview: 

As a Customer Success Consultant, you will act as a trusted adviser to a portfolio of high‑value, strategically important customers within the financial advice sector. You will be responsible for building strong, senior‑level relationships, driving adoption of Defaqto’s adviser products, and ensuring clients achieve measurable business outcomes.

This role combines strategic account management, insight-led consultancy, and cross‑functional collaboration, with a strong focus on delivering impact for clients while modelling company values and contributing to a high‑performance, customer‑centric culture.