Job Description

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- Provide strategic account management with clients and act as an internal advocate within the business to facilitate tactical activity.
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- Annual account planning with clients working closely with the Client Service and Operations Teams.
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- Proactively build "partnership" style relationships with senior client contacts across an organization.
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- Conduct ongoing needs analysis to determine appropriate services.
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- Monitor service levels and client requirements.
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- Upselling of appropriate services/solutions, client contract renewals, annual fee increases and monitoring client overage, making changes to tiers where required.
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- Monitor and resolve aged invoice issues.
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- Keep appraised of new product functionality and service offerings that may be relevant to their evolving plan administration.
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- Identify specification/gap analysis documents for client requests for current functionality, collate and priorities with the development team.
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- Mentor colleagues with respect to client interaction, communication tactics and positioning strategies.
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- Run client governance meetings and complete annual account reviews with the Head of Client Relations to uncover service and revenue opportunities.
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- Participate in and support client training events as required.
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Remain current with new industry developments to interpret impact on client plans.

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Requirements

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

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Able to work in Sydney office.

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Salary range $100k – 110k base

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📌 Relationship Manager (New South Wales)
🏢 Boardroom Pty
📍 New South Wales