Summary
Overview
Work History
Education
Skills
References
Timeline
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Adam Myers

Sydney,Australia

Summary

Client Success Specialist with over 10 years of experience in SaaS, payments, insurance, and workplace solutions. Proven track record in client onboarding, relationship management, and product adoption. Expertise in resolving complex issues and enhancing processes to achieve measurable results. Proficient in CRM platforms and communication tools, with a strong ability to manage diverse client portfolios and foster long-term partnerships.

Overview

11
11
years of professional experience

Work History

Client Success Specialist

Cabcharge
Sydney, Australia
01.2024 - Current
  • Onboarded corporate clients, generating over $500K in new business through training and discovery calls.
  • Managed a portfolio of 30 small to medium-sized clients across diverse industries.
  • Maintained and expanded client relationships through frequent communication, increasing existing account value by over $200K.
  • Resolved a variety of customer inquiries via phone, email, and live chat efficiently.
  • Collaborated with internal teams to enhance systems and processes for improved customer experience.
  • Trained new hires on CRM systems and product knowledge, fostering team consistency.
  • Help train new employee hires on CRM systems, processed and product knowledge, promoting team consistency.

Customer Support Lead

ConX
Sydney, Australia
04.2022 - 01.2024
  • Oversaw all APAC client accounts in the construction industry, facilitating onboarding and product training to drive adoption.
  • Delivered personalised Zoom demonstrations and technical support, increasing platform usage.
  • Addressed customer inquiries promptly through phone, email, and live chat channels.
  • Collaborated with product teams to relay client feedback for feature enhancements and report technical issues.
  • Implemented retention strategies that boosted subscription renewals and identified upselling opportunities.

Customer Care Consultant

BizCover
Sydney, Australia
04.2019 - 04.2022
  • Managed high-volume customer inquiries via phone, email, and live chat, ensuring prompt resolution.
  • Educated customers on business insurance products to facilitate informed decision-making.
  • Collaborated with customers to assess needs and deliver tailored solutions.
  • Processed policy changes, renewals, failed payments and liaised with insurers for complex case management.
  • Resolved technical issues to enhance overall customer experience with platform.
  • Trained new employees on CRM systems and product knowledge.
  • Maintained accurate records of customer interactions, providing valuable insights to management.
  • Recognised as 'Customer Fanatic' for consistently delivering exceptional service.

Inside Sales Manager

Compass Offices
Sydney, Australia
02.2018 - 03.2019
  • Managed all inbound inquiries for offices, virtual offices, and meeting rooms across Australia through multiple channels, including virtual office sales, and meeting room bookings.
  • Qualified client needs, and scheduled appointments for Business Development Managers to deliver tailored office solutions.
  • Maintained and optimised broker platform listings to enhance visibility and drive lead generation.

Business Development Executive

Unispace Global
Sydney, Australia
07.2016 - 11.2017
  • Company Overview: Unispace is a global design and build firm specialising in workplace strategy and fit-outs.
  • Generated $10M+ in new business through strategic client outreach and qualification.
  • Managed client accounts from initial engagement through proposal development.
  • Collaborated with design and project teams to deliver tailored client solutions.
  • Strengthened Unispace's market presence through networking and event participation.
  • Unispace is a global design and build firm specialising in workplace strategy and fit-outs.

Inside Sales Executive

British Standards Institution (BSI)
London, United Kingdom
09.2015 - 05.2016
  • Generated £50,000 in new business through incoming inquiries by promoting BSI’s online platform for streamlined ISO certification management, and expanded existing accounts through platform promotion.
  • Assessed client needs and recommended tailored online solutions to simplify certification management, and drive growth.
  • Educated clients on the proper handling and access of ISO standards to ensure compliance and enhance business performance.

Business Sales Consultant

Employsure
Sydney, Australia
09.2014 - 07.2015
  • Developed $1.1 million worth of new business by educating clients on the benefits of employer protection, and reducing Fair Work-related risks.
  • Promoted Employsure’s services to new and existing clients through phone, email, social media, and seminars.
  • Scheduled appointments for Business Development Managers to present personalized solutions.
  • Drove seminar attendance through targeted outreach and proactive follow-ups, ensuring maximum engagement.

Education

Higher School Certificate -

South Sydney High School
12.2010

Skills

  • Client onboarding and adoption
  • Customer retention and engagement
  • Relationship management
  • Business growth
  • Issue resolution and troubleshooting
  • Process improvement
  • CRM systems and communication tools
  • Cross-functional collaboration
  • Time management

References

References available upon request.

Timeline

Client Success Specialist

Cabcharge
01.2024 - Current

Customer Support Lead

ConX
04.2022 - 01.2024

Customer Care Consultant

BizCover
04.2019 - 04.2022

Inside Sales Manager

Compass Offices
02.2018 - 03.2019

Business Development Executive

Unispace Global
07.2016 - 11.2017

Inside Sales Executive

British Standards Institution (BSI)
09.2015 - 05.2016

Business Sales Consultant

Employsure
09.2014 - 07.2015

Higher School Certificate -

South Sydney High School
Adam Myers