Caruso is the AI-native fund administration platform for private markets. We replace legacy systems with modern software and integrated services, helping fund managers save time, impress investors, and grow AUM.

Since launching just over two years ago, Caruso has grown rapidly to $80B+ in assets, 900+ funds, and 80,000+ investors on the platform. We just completed our Series A capital raise, and are looking for smart, ambitious people to help us build a global business.

Learn more at getcaruso.com.

Role summary

This is a high-impact, relationship-driven role at the centre of Caruso's client experience. You'll own a portfolio of AU clients post-implementation — serving as their trusted partner, driving adoption and long-term value, and ensuring they're getting the most out of the platform.

You'll run structured engagement programmes across your accounts, lead business reviews with senior stakeholders, and proactively manage account health. Beyond the relationship, you'll also identify and scope Professional Services opportunities — from custom reporting to data migrations and training — adding real commercial value beyond the subscription.

If you're someone who genuinely cares about client outcomes, thinks commercially, and thrives in a fast-moving environment where your work has direct visibility, this is the role for you.

What you'll do:

• Own a portfolio of AU clients post go-live, driving adoption, retention, and long-term account health.

• Run a structured engagement cadence tailored to account tier — from regular check-ins through to full QBR programmes for enterprise accounts.

• Proactively monitor client health, identifying risks early and taking action before they become problems.

• Own renewal conversations and drive expansion opportunities, playing a direct role in revenue retention and account growth.

• Identify and scope Professional Services opportunities — custom reports, data work, training, configuration changes — managing these as billable engagements.

• Partner with Implementation on client handovers and advocate internally for client needs, feeding insights back to Product and Engineering.

• Contribute to the internal knowledge base and provide overflow support to the Client Support team during peak periods or absences as needed.

What we're looking for:

• 3+ years experience in Client Success, Account Management, or a similar client-facing role, ideally within B2B SaaS.

• Strong stakeholder management and communication skills — confident engaging with senior client contacts and building trust quickly.

• Commercially minded, with a clear understanding of how CS drives revenue retention and growth — comfortable owning renewals and expansion conversations.

• High ownership mindset — you see issues through end-to-end and communicate clearly along the way.

• Solid problem-solving ability, able to diagnose issues, identify patterns, and improve processes over time.

• Thrives in a fast-moving environment and able to balance strategic account work with the day-to-day demands of a scaling business.

• Curiosity for how AI and modern tooling can improve client outcomes and ways of working — we're actively building this into how we operate.

• Experience in financial services, funds management, fintech, or other regulated industries is a plus (but not required).

Benefits

• A role with genuine autonomy, impact, and visibility inside a well-funded, high-growth business.

• Enjoy our premium office space with a modern fit-out in Sydney's CBD.

• New workstation package including MacBook Pro, dual monitors, Apple peripherals, and AirPods Pro.

• 5 weeks annual leave after 2 years tenure, 6 weeks of annual leave after 3 years tenure.

• Unlimited sick leave.

• Extended maternity/paternity leave.