Work at Upstock

Customer Success Specialist (Remote AU or NZ)

About Upstock

Upstock is a digital marketplace for food & beverage buyers and suppliers – where buyers get the best supplies, and suppliers easily fill the most orders. Upstock automates wholesale ordering, payments, and logistics.

We’re on a trajectory to be one of the world’s top B2B marketplace and ecommerce platforms. We’re a high growth startup founded by the creators of Xero. 

We're on a mission to make top quality food & beverage available to more people in our communities, and around the world, while reducing waste across the global supply chain.

We love working with the best food and drink brands, the top eateries, bars and grocery markets.

We’re looking for

  • Experience working in a SaaS tech business, in a customer facing role
  • Excellent people and communication skills – a large portion of your time is meeting, calling and messaging customers; explaining the benefits of the app to customers; diagnosing and resolving any issues – some are technical issues/bugs, some are business processes; collaborating with sales and marketing to coordinate handoffs
  • Extremely well organised, methodical, strong attention to detail
  • Excellent time and priority management skills
  • Self motivated and you actively seek opportunities to improve processes 
  • Capable of wearing many hats and juggling tasks
  • Experienced and happy working remotely
  • Experienced with Intercom and Hubspot (or similar)
  • Experienced setting up software systems and connecting apps together using an API
  • Experienced at coaching customers through a software setup process, in person and remotely
  • Capable of analysing and cleaning up data using various tools including spreadsheets
  • Enthusiasm for helping people do things in better ways, that make their business run easier and smarter
  • Strong analytical thinking for extracting insights to help steer product improvements, as well as sales and customer messaging 

How you’ll make an impact

  • You'll help customers get the most out of Upstock, ensuring they use Upstock for all their relevant wholesale orders
  • You’re a customer advocate within Upstock – identifying ways to make our product, sales and marketing perform better
  • You'll onboard and support users, ensuring they turn into happy customers
  • You'll work closely with prospects and customers to help them implement and use Upstock as effectively as possible, which includes...
  1. Qualifying each lead – identifying their current systems & business requirements
  2. Doing product demos
  3. Loading their data
  4. Guiding them through using the app for the first time
  5. Monitoring their progress and following up to make sure they’re active and happy
  6. Recruiting and onboarding their trading partners to get both sides working together in Upstock 
  • Help customers resolve any technical or usability issues, feeding those insights into the product team
  • Collaborate closely with the product team to share insights about customer workflows, customer needs, product gaps, inefficiencies, and opportunities
  • Collaborate with sales to manage the customer relationship, monitor customer health, and identify prospects from the customer’s trading partners 
  • Collaborate with marketing to understand customer segments, pain points, benefits and terminology, automate messaging and tasks, help get customer testimonials and case studies 
  • Ensure robust, well documented processes exist, are continually improved, and where practical are automated
  • We're a remote business – you can work from home or a co-working space, plus you'll need to be available to do occasional travel to visit customers on site in various locations

Benefits of working with Upstock

  • Work with a remarkable team. Upstock was founded by the creators of Xero. We built one of the most successful startups in the world, and we want your help to build the next one. We're focused on having fun, building well crafted software, growing a business we love for customers we adore.
  • We have strong backing. We’re well funded with backing from multiple VC firms and tech investors from NZ, AU, UK and the US – including the founders of major startup successes including Xero, Vend, Sharesies, Karbon, Campaign Monitor, Pepperstone, among numerous others.
  • Our success is your success. Along with a competitive salary, top gear, travel and dining expenses, wellness support, and various other perks, you’ll participate in our share option programme so you gain from any economic upside we achieve together. 
  • The best is yet to come. We’re a small, early stage team, so you have a lot of influence over shaping our business and our culture. We plan to stay small and grow sensibly, to maintain balance and agility.
  • Our customers are a dream. The best food and drink you can imagine – and we're providing a platform to enable more amazing products to be produced and distributed so the world can enjoy them, while reducing so much waste and inefficiency.


If you're interested, we'd love to connect. Please email us, introducing yourself, including your CV (as a PDF or a link).

How we operate 

We are a highly collaborative, highly transparent, highly motivated team. 

We’re focused on delivering the best customer experience – everything else will follow. 

We operate as a remote business, with staff located in different cities and countries. We hold all meetings by video. We have regular in-person team events throughout the year. We offer access to coworking offices for people who prefer a dedicated work space. We operate on flexible schedules.

We work iteratively, breaking big projects into small deliverables. We track the impact of our work to continuously learn, adapt and improve. We measure results against weekly, monthly and annual targets so we know how we’re performing and what needs to improve. We encourage creativity and experimentation. We test before we invest. 

Our guiding principles

Seek joy and purpose. That is the true definition of success. Enjoy the journey, follow your instincts and dreams. Your ultimate job is to make your job the best, most inspiring, rewarding, enjoyable job of your life. When that happens, our entire customer experience is infused with joy and purpose.

Redefine success. There is no “right” answer to any problem. There are infinite ways to succeed – be curious, creative and resourceful. We seek diverse people and ideas that expand and challenge our thinking, to inspire new ways of doing things. We share our insights to show each other what’s possible.

Use magic. Ultimately customers want one magic button that does everything for them, with just one tap. Our job is to make technology invisible so the only thing left is an experience so simple and obvious it seems magical.

Create value, to earn value. Financial growth is essential for success and can be achieved on a very large scale, but to achieve that we will never violate our basic principles of dignity, respect, integrity, decency, fairness and kindness. Money is the reward for creating value in people’s lives, it should never come from exploiting people.

Simply extraordinary. Our platform enables customers to simplify their lives and grow their businesses. It also enables waste minimisation, sustainable production and transport reduction – at scale. We use minimal resources to create extraordinary results.

We look after each other. We're all humans with emotional needs, idiosyncrasies and imperfections. Be kind to everyone, including yourself. Pace yourself, it's a long road with lots of twists and turns. We assist you with mentors, coaches and counselling.

Apply now

Please email us, introducing yourself, including your CV (as a PDF or a link).