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




Meet KPIs including revenue growth, share of wallet, conversion rates, contribution margin improvement, and profitability management
n
n
Requirements
n
n
Experience, qualifications, certifications, software proficiency, and language requirements are not specified in the posting
n
Successful completion of a background check is required
n
n
Core Competencies
n
Demonstrates expertise in customer engagement and portfolio management, focusing on driving satisfaction, retention, and growth through effective communication and strategic account management.
n
Highest-signal resume keywords
n
n
Customer Engagement
n
Portfolio Management
n
Pipeline Development
n
KPI Achievement
n
Segmentation Analysis
n
n
Hard Skills
n
n
Customer Satisfaction
n
Cross-Selling
n
Upselling
n
Forecasting
n
Account Coverage
n
Digital Marketing
n
Proposal Follow-Up
n
Risk Monitoring
n
Campaign Execution
n
Revenue Growth
n
n
Soft Skills
n
n
Collaboration
n
Communication
n
Proactive Engagement
n
Problem-Solving
n
Customer Focus
n
n
Industry Keywords
n
n
Segmentation Criteria
n
Account Management
n
Volume-Based Growth
n
Profitability Management
n
Customer Retention
n
n
Tools & Technologies
n
n
CCRIS
n
CRM
n

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