Job Description

Own and manage relationships with allocated Shift customers through strategic account management, customer service, and outreach
n Acquire recent Shift customers within the Direct customer channel from warm, pre-qualified leads
n Understand customers' business needs and strategies and identify suitable Shift solutions
n Sell Shift Platform solutions to prospective clients using the Shift sales approach
n Conduct ongoing outreach to increase platform utilisation, promotion, and retention
n Guide customers on service, platform, and general queries
n Respond to and resolve customer queries via email and phone
n Complete due diligence for new account establishment and ongoing account management
n Collaborate with the team to improve customer service and customer management processes
n Collaborate with operational teams across Shift to manage customer portfolio needs and challenges
n Enter and manage customer account information in Salesforce CRM

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Requirements

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- Developed interpersonal skills for effective relationship building
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- Ability to anticipate customer needs and match them with appropriate Shift solutions
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- Strong phone management skills
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- Active listening skills
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- Effective communication skills
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- Ability to multitask and manage time effectively
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- Strong problem-solving skills
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- Demonstrated relationship management or sales experience in a professional services setting
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- Proven experience managing a pipeline of existing customers and potential leads
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- Proven customer support or representative experience
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- Strong understanding of financial services, ideally lending, highly regarded
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- Proficient with MS Office
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- Business or finance degree beneficial but not essential
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- Legal right to work in Australia or New Zealand without employer sponsorship
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Core Competencies

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Demonstrates 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.

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Highest-signal resume keywords

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- Relationship Management
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- Customer Support Experience
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- Sales Experience
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- Salesforce CRM Proficiency
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- Financial Services Understanding
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ATS Optimization Keywords

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Hard Skills

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- Customer Account Management
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- Sales Pipeline Management
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- Problem-Solving
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- Multitasking
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- Time Management
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Soft Skills

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- Interpersonal Skills
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- Active Listening
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- Effective Communication
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- Phone Management
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Industry Keywords

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- Financial Services
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- Lending
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- Customer Service
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- Account Management
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- Professional Services
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Tools & Technologies

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- Salesforce CRM
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- MS Office
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📌 Account Executive (Victoria)
🏢 Jobtailor
📍 Victoria