Own and manage relationships with allocated Shift customers through strategic account management, customer service, and outreachAcquire recent Shift customers within the Direct customer channel from warm, pre-qualified leadsUnderstand customers' business needs and strategies and identify suitable Shift solutionsSell Shift Platform solutions to prospective clients using the Shift sales approachConduct ongoing outreach to increase platform utilisation, promotion, and retentionGuide customers on service, platform, and general queriesRespond to and resolve customer queries via email and phoneComplete due diligence for new account establishment and ongoing account managementCollaborate with the team to improve customer service and customer management processesCollaborate with operational teams across Shift to manage customer portfolio needs and challengesEnter and manage customer account information in Salesforce CRMRequirementsDeveloped interpersonal skills for effective relationship buildingAbility to anticipate customer needs and match them with appropriate Shift solutionsStrong phone management skillsActive listening skillsEffective communication skillsAbility to multitask and manage time effectivelyStrong problem-solving skillsDemonstrated relationship management or sales experience in a professional services settingProven experience managing a pipeline of existing customers and potential leadsProven customer support or representative experienceStrong understanding of financial services, ideally lending, highly regardedProficient with MS OfficeBusiness or finance degree beneficial but not essentialLegal right to work in Australia or New Zealand without employer sponsorshipCore CompetenciesDemonstrates strong relationship management and customer service skills, with a focus on understanding customer needs and providing tailored Shift solutions.
Proficient in managing customer accounts and utilizing Salesforce CRM for effective account management.Highest-signal resume keywordsRelationship ManagementCustomer Support ExperienceSales ExperienceSalesforce CRM ProficiencyFinancial Services UnderstandingATS Optimization KeywordsHard SkillsCustomer Account ManagementSales Pipeline ManagementProblem-SolvingMultitaskingTime ManagementSoft SkillsInterpersonal SkillsActive ListeningEffective CommunicationPhone ManagementIndustry KeywordsFinancial ServicesLendingCustomer ServiceAccount ManagementProfessional ServicesTools & TechnologiesSalesforce CRMMS Office
#J-*****-Ljbffr