Position Description: Account Manager (B2B – Utilities & Software)

Overview

We are seeking a commercially minded Account Manager to manage and grow a portfolio of existing customers while also driving new revenue through targeted new'‘logo acquisition. This role operates within a software-led business supporting utilities and regulated environments and requires strong sales discipline, structured planning, and effective use of CRM systems to manage pipeline, forecasting, and account activity.

The Account Manager will work closely across all internal business functions to ensure customer outcomes are delivered seamlessly while driving sustainable revenue growth.
Key Responsibilities

Account Development

Own and grow a portfolio of existing B2B customers within the utilities and related sectors
Build trusted, long-term relationships with key customer stakeholders across operational, technical and executive levels
Identify and execute upsell and cross-sell opportunities across products and services

Maintain comprehensive account plans within the CRM, including opportunities, renewal cycles and growth strategies

New Business / New Logos

Identify, qualify and pursue new customer opportunities within target industries
Build and manage a healthy sales pipeline using the CRM as the single source of truth
Lead end-to-end sales activity from prospecting through to close

Ensure all prospect engagement, opportunities and deal progress are accurately recorded in the CRM

Internal Collaboration

Work closely with delivery, product,



implementation, customer success, marketing and finance teams
Use CRM insights and customer data to brief internal teams and support solution design

Act as the commercial interface between customers and internal stakeholders, ensuring alignment and accountability

Sales Planning, CRM & Delivery

Develop and execute structured sales plans aligned to revenue targets and strategic objectives
Forecast pipeline and revenue accurately using CRM reporting and dashboards
Maintain high-quality data hygiene in the CRM, including activity tracking, deal stages and probability

Use CRM analytics to support decision-making, sales prioritisation and performance improvement

About You

Experience & Skills

Proven B2B Account Management and current business experience, ideally within software, technology or utilities environments
Strong sales planning, pipeline management and delivery capability
Demonstrated experience using CRM systems to manage accounts, opportunities and forecasts

Confident communicator able to influence and engage stakeholders across organisations

Qualifications

Diploma or Bachelor’s degree in Business, Sales, Marketing, Commerce or a related discipline

Personal Attributes

Commercially driven and outcomes focused
Highly organised with strong attention to detail and discipline around CRM usage
Collaborative and comfortable working across multiple internal functions

Proactive, resilient and accountable

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📌 Account Manager (Wollongong)
🏢 Balance Recruitment
📍 Wollongong