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

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📌 Inside Sales Representative (Sydney)
🏢 Jobtailor
📍 Sydney