- Manage a portfolio of customers allocated through established segmentation criteria
- Deliver proactive customer engagement through phone, email, and digital channels
- Drive customer satisfaction, retention, and portfolio growth
- Identify cross-sell, upsell, and reactivation opportunities
- Build and maintain a pipeline across assigned accounts
- Focus on small to mid-sized deals, repeat business, and volume-based growth
- Use segmentation metrics including financial value, profitability, opportunity, and momentum to prioritize activity
- Maintain accurate customer discussions and forecasting
- Deliver low-cost-to-serve account coverage using rules-based segmentation and engagement models
- Collaborate with Account Managers on escalations, account transitions, and growth opportunities
- Conduct outbound calls, digital marketing, and email outreach
- Follow up on proposals, discussions, and opportunities
- Monitor account conduct and portfolio trends for early risk signals
- Maintain customer interactions, pipeline progress, and forecast updates in CCRIS or CRM
- Process inbound enquiries and provide quick turnaround responses
- Review portfolio segmentation monthly and prioritize activities
- Conduct pipeline reviews and forecasting updates
- Execute targeted campaigns such as vendor programs, seasonality,



and current product lines
- Meet KPIs including revenue growth, share of wallet, conversion rates, contribution margin improvement, and profitability management

Requirements

- Experience, qualifications, certifications, software proficiency, and language requirements are not specified in the posting
- Successful completion of a background check is required

Core Competencies

Demonstrates expertise in customer engagement and portfolio management, focusing on driving satisfaction, retention, and growth through effective communication and strategic account management.

Highest-signal resume keywords

- Customer Engagement
- Portfolio Management
- Pipeline Development
- KPI Achievement
- Segmentation Analysis

Hard Skills

- Customer Satisfaction
- Cross-Selling
- Upselling
- Forecasting
- Account Coverage
- Digital Marketing
- Proposal Follow-Up
- Risk Monitoring
- Campaign Execution
- Revenue Growth

Soft Skills

- Collaboration
- Communication
- Proactive Engagement
- Problem-Solving
- Customer Focus

Industry Keywords

- Segmentation Criteria
- Account Management
- Volume-Based Growth
- Profitability Management
- Customer Retention

Tools & Technologies

- CCRIS
- CRM

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📌 Inside Sales Representative (New South Wales)
🏢 Jobtailor
📍 New South Wales