Job Description

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

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

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

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Highest-signal resume keywords

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

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

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

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- Segmentation Criteria
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- Account Management
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- Volume-Based Growth
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- Profitability Management
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- Customer Retention
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Tools & Technologies

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