Client Support Specialist (suits Business/Accounting Graduates)

Client Support Specialist 

• Canterbury, Victoria
• Hybrid work model – up to 2 days working from home after probation
• Professional development budget + additional leave benefits including RDOs, bonus annual leave, volunteer leave, study and exam leave
  
  

About the role
If you're looking for a role that combines client relationship management, software training, and real exposure to the accounting and fintech industry, this is the perfect place to start your career.

Known internally as a Client Success Specialist, you'll play a key role in helping existing and new BGL clients seamlessly transition to our cloud-based software solutions, including our SMSF, investment management and corporate compliance products. You'll collaborate across the business to deliver an outstanding onboarding experience, and you'll be the friendly face guiding clients through training, migration queries and everything in between.

This role offers:

• Hands-on experience managing end-to-end client onboarding and migration processes
• Exposure to the accounting and fintech industry across BGL's full product suite, including SMSF administration, investment and tax management, corporate compliance and client identity verification. 
• The opportunity to develop your client communication and relationship management skills
• Experience delivering software training both virtually and in person
• Structured training and ongoing support in a collaborative team environment
  
  

About us
BGL delivers software solutions to over 12,700 businesses in 15 countries through its user-friendly and highly intelligent web applications, combining amazing UX with powerful technology.

We're a global team of 250+ professionals based in Australia, New Zealand, Singapore, Hong Kong, the Philippines, and the United Kingdom. With a strong reputation for excellence, we deliver high-quality Software as a Service (SaaS) solutions to the accounting industry, specialising in self-managed superannuation funds and corporate compliance.

We're proud to celebrate achievements that reflect our culture and our people, including:

• Great Place to Work certification
• AFR Best Places to Work (Technology, Top 10)
• Mental Health First Aid Workplace Recognition
• Australia's Best Workplaces™ for Women list
• AFR BOSS Most Innovative Companies – ranked four times in six years
  
  

What you’ll be doing 

• Guiding existing and new clients through a seamless transition to BGL's product suite
• Delivering industry-leading customer service to ensure clients feel supported and confident using our software
• Answering client questions via meetings, phone and email in a professional and timely manner
• Facilitating software training sessions for clients, both virtually and in person (when required)
• Collaborating with Account Managers to successfully transition clients through to the retention phase
• Logging and managing all client interactions accurately within Zendesk
• Passing product feedback to the relevant BGL teams and contributing to continuous improvements
• Developing and maintaining your knowledge of the full BGL product range

What we’re looking for

• A degree in Accounting, Business, Commerce or a related field (desirable but not mandatory)
• Excellent customer service skills with a genuine, client-focused approach
• Strong written and verbal communication skills
• The ability to manage high volumes of sensitive data with accuracy and discretion
• Excellent time management, organisation and attention to detail
• A proactive mindset and the ability to work both independently and as part of a team

Culture & Benefits
We take pride in continuously building and improving our culture, and we welcome people who share our values. With a consistently strong engagement score of 85%+, we regularly seek feedback through engagement surveys, 1:1s, focus groups, and even casual coffee catch-ups. Our average employee tenure of 6+ years is a testament to the supportive and rewarding environment we’ve created—and we’ve got plenty of exciting things planned for the future!

Benefits you’ll enjoy include:

• Extra time off with additional annual leave, RDOs, and the option to purchase extra leave
• Hybrid working arrangements for all employees
• Learning and development opportunities, including annual development budgets, tailored development plans, paid study leave, and stretch opportunities
• Regular social activities, from monthly team lunches to annual company-wide events
• Comprehensive health and wellbeing programs, including EAP, flu shots, and run club
• Paid volunteering leave to give back to the community
  
  

Please note we are only able to consider applicants with full working rights for Australia.

• We review applications on an ongoing basis, so we encourage you to apply as soon as possible.
• The next steps of our recruitment process requires the completion of a one-way video interview.