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 recent 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
#J-*****-Ljbffr

📌 Inside Sales Representative (Sydney)
🏢 Jobtailor
📍 Sydney