Responsibilities

- Provide strategic account management with clients and act as an internal advocate within the business to facilitate tactical activity.
- Annual account planning with clients working closely with the Client Service and Operations Teams.
- Proactively build “partnership” style relationships with senior client contacts across an organization.
- Conduct ongoing needs analysis to determine appropriate services.
- Monitor service levels and client requirements.
- Upselling of appropriate services/solutions, client contract renewals, annual fee increases and monitoring client overage, making changes to tiers where required.
- Monitor and resolve aged invoice issues.
- Keep appraised of new product functionality and service offerings that may be relevant to their evolving plan administration.
- Identify specification/gap analysis documents for client requests for new functionality, collate and priorities with the development team.
- Mentor colleagues with respect to client interaction, communication tactics and positioning strategies.




- Run client governance meetings and complete annual account reviews with the Head of Client Relations to uncover service and revenue opportunities.
- Participate in and support client training events as required.
- Remain current with new industry developments to interpret impact on client plans.

Requirements

- Experience in Account Management, Client Services, or Sales role, preferably working in financial services or Employee Share Plan (ESP) industry.
- Undergraduate degree or equivalent work experience in Business, Economics or Finance is preferred.
- Previous experience with enterprise Software-as-a-Service (SaaS) solutions is an asset.
- An ability to work independently, handle numerous assignments concurrently and consistently be a self-starter that excels at meeting and exceeding professional goals.
- Robust analytical, problem-solving skills, and proven attention to detail.
- Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities.

📌 Relationship Manager (Sydney)
🏢 BoardRoom Group
📍 Sydney