At Momentum, we sell and implement innovative ERP software solutions including MYOB Acumatica and Wiise/MS Business Central across Australia. We help growing businesses streamline operations, improve efficiency, and unlock their next level of success.
We’re big on impact, culture, and flexibility. That means:
Real flexibility and hybrid work options
A team that listens, supports, and high-fives your wins
Work that's meaningful, with space to learn and grow
Join a company that celebrates initiative, encourages curiosity, and supports your growth – every step of the way.
Job Description
Role Purpose
The Customer Success & Sales Support role is a customer-facing support position focused on delivering a responsive, professional, and positive client experience. The role also provides high-level administration, scheduling, coordination, and CRM support to the Customer Success and Service Delivery teams. This is a part-time role, with a view to increasing to full-time in the near future as the Customer Success function continues to grow.
Position Objective
Deliver a high level of customer service through timely, professional, and helpful communication
Enable the Customer Success team to focus on client outcomes, relationship management, retention, and growth opportunities
Support customer engagement activities, internal workflows, and service delivery processes
Provide reliable administration and coordination support to the Customer Success function
Maintain accurate and up-to-date client records within CRM and related systems
Ensure client interactions, appointments, follow-ups, and action items are managed accurately and consistently
Key Responsibilities (Summary)
Act as a professional and helpful point of support for client communications and enquiries
Support internal workflows that improve customer experience, service consistency, and team efficiency
Provide high-level administrative support to the Customer Success and Service Delivery teams
Coordinate customer events, newsletters, EDMs, and other customer engagement communications
Assist with licensing, renewals, customer communications, and expansion campaign administration
Support onboarding activities, including welcome packs and initial contact coordination
Maintain accurate CRM records, client notes, contact information, and activity history
Track follow-ups, action items, and customer commitments to ensure timely completion
Schedule client check-ins, meetings, demos, training sessions, and other customer engagement activities
Desired Skills and Experience
Qualifications
Certificate or Diploma in Business Administration, Customer Service, Business, or a related field (desirable)
Collaborative team player who contributes to a positive and supportive team environment
High attention to detail and pride in accurate, well-managed work
Clear, professional, and respectful communicator
Proactive and willing to follow through to ensure tasks are completed properly
Organised, reliable, and able to manage competing priorities with care and consistency
Personal Attributes
Customer-focused, approachable, and committed to providing a positive client experience
Ability to support reporting and data accuracy for customer success metrics
High attention to detail in maintaining documentation, records, and reporting information
Ability to coordinate appointments, follow-ups, task tracking, and customer engagement activities
Confidence using CRM systems and maintaining accurate client data, notes, and activity records
Proficiency in Microsoft Office applications, including Outlook, Excel, Teams, and PowerPoint
Technical / Business Competencies
The role requires strong customer service capability, sound administration skills, and confidence working across client systems, communication channels, and internal workflows.
Professional client communication, including email, phone, Teams, and meeting coordination
Experience working collaboratively across internal teams to support customer outcomes
Proven ability to manage multiple priorities while maintaining accuracy and professionalism
Experience using CRM systems, scheduling tools, and Microsoft Office applications
Strong administration experience, including scheduling, data entry, document management, and follow-up coordination
Knowledge and/or Experience
Previous experience in a customer service or client support role, ideally within a software, technology, or professional services environment
Relevant experience in customer service, administration, sales support, or coordination roles
