Client Account Manager

3 weeks ago


Melbourne, Australia TRT Global Solutions Full time

**Overview**:
The purpose of the TRT Client Account Manager (CAM) is to provide Service Delivery led business development within TRT’s existing accounts. This role is different to the TRT Business Development manager (BDM) which is technology and service offering driven business development within TRT’s existing and prospective TRT clients.

Work is performed within Business Hours, but the CAM is expected to be on call for the seldom circumstance average once per every 2-3 week for escalations.

CAMs will be responsible for either a group of clients in a geographic territory or a set to global/regional which are smaller in number but larger in size and service delivery complexity.

**Note: This will be full time onsite based in Clark, Philippines (Overseas)**

**Key Deliverables**:
1. Incident Management - The TRT CAM is to be in verbal contact with the client’s focal point and TRT client BDM and Executives on every P1 case and when the TRT misses the SLA. This is to make verbal contact with the primary client contacts within:
a. 2 hours of the logging of a P1 Case

b. 4 Hours of a missed SLA (irrespective of Priority level)

c. 2 Hours of an incomplete case (irrespective of Priority level)

This coverage is 24 / 7 and involves the CAM to be available outside of normal business hours as required.

The CAM is to provide information on the status of the cases, plan for resolution along with the business and operational risks that the client is facing on that case.

2. Problem Management - The TRT CAM is required to identify and propose resolutions to the TRT executive and TRT client of reoccurring cases with common geographic location or technologies (devices). This is to be accomplished within the framework of the service delivery reviews.

3. Service Reviews - On a pre-agreed basis, the CAM is required to present to each of the clients which they are responsible for TRT service delivery over that period. This will be to elicit the ongoing level of confidence that the client has in the services which TRT is providing

CAM is required to provide the Service delivery report. The latest version of the document for that reporting period must be finalized no less than 3 business days before the review meeting. In addition, the CAM is to provide the Service Delivery review report from the meeting to the client and other TRT stakeholders within 2 calendar days of the service review meeting.

4. Growth of Client’s IT Spend with TRT - The CAM is responsible for the management of the following existing client revenue streams:
a. ECEB (Existing Client Existing Business) - Manage the forecasting, quoting and securing the renewal of existing annuity contracts with existing clients.

60 days prior to the expiry of every existing maintenance, disaster recovery, IaaS or managed services agreement, the CAM is required to send an authorised quotation for the renewal of the expiring contract.

b. ECNB - (Existing Clients New Business) - Identify, quote, forecast and secure new client business which are additions and changes to the current contracts.

The CAM will be the primary focal point for ECNB opportunities between $5K - $20K USD. While ECNBs over $20K USD can be worked on by the CAM together with the assigned TRT BDM.

5. Finance and Administration Focal Point - be the focal point for the client in the “Order to Cash process”. Working with the TRT Finance Department to ensure the collection of billing within agreed periods via accurate billing and providing timely information or advising the finance department to follow up on collections.

6. Configuration Management Database (CMDB) - The CAM is responsible for ensuring the accuracy of the client’s asset list and related details in the TRT TRACSS System. The CAM also needs to ensure that this is achieved in a timely fashion, generally within the allotted transition period of a contract. Actual updating of CMDB is to be performed by the Business Development Associates (BDAs).

7. Focal Point of Knowledge Base for each client engagement

a. Documentation of TRT’s customers engagements

i. Deployment Projects

ii. Maintenance and support contracts

iii. Managed Services Projects

b. Provision of performance reports & statistics to TRT’s management and Executive Board.

c. Updating of CMDB, BOSS, & Wiki documentation

d. Development of policies and procedures, controlling and measuring TRT’s customer service delivery.

Professional Capabilities:
**Skills**:

- Minimum of 5 years’ experience within a customer service role
- Minimum of 3 years’ experience within sales, business development or sales assist role
- Incident, Problem and Change Management (e.g. ITIL understanding)
- Strong Written Communication Skills
- Strong Verbal Communication Skills
- Dispute Resolution / Negotiation Skills
- MS Excel - Intermediate
- MS Word - Intermediate
- MS PowerPoint - Basic
- MS Visio - Basic



  • Melbourne, Victoria, Australia Client Full time

    Role OverviewThe Client Director will be a key point of contact for our clients, driving successful relationships and results-driven teams.Key ResponsibilitiesDevelop strong communication strategies across all channelsManage client relationships and deliver high-quality outputsLead and collaborate with cross-functional teams to achieve business...


  • Melbourne, Victoria, Australia Client Full time

    Role OverviewThe Client Director will be a key point of contact for our clients, developing strong communication strategies across all channels. This role drives and leads successful client relationships and results-driven teams, bringing together the right people to deliver high-quality outputs end-to-end.ResponsibilitiesManage client relationships and...

  • Client Account Manager

    7 months ago


    Melbourne, Australia Xugar Full time

    **About Xugar** Work along side a team of motivated digital marketing pros, as an integral part of our Client Services team! Enjoy - Friendly office, professional development + upskilling & great coffee - Attractive base pay & career growth pathways - Work onsite in sunny Southbank - free onsite gym, sauna, towels service **About the role** The purpose of...

  • Account Executive

    8 months ago


    Melbourne, Australia Superior People Recruitment Full time

    This is an outstanding opportunity for a drvien and hungry Account Executive / Client Manager. The primary function is to sell international companies products and accompanying services to new clients. The Account Executive / Client Manager handles the sales processes, including lead generation activities through to contract negotiation. A successful...


  • Melbourne, Australia GOW Recruitment Full time

    Work closely build strategic relationships - Problem solving opportunity for customers - Work in a small and personable environment We are working with an international leader the financial software and services sector, with a new Client Manager opportunity. Clients the organisation work with are fund managers, insurance firms and banking organisations. The...

  • Client Account

    5 hours ago


    Melbourne, Australia Kaizen Recruitment Full time

    Dynamic and high-performing team environment. Newly created position. - Leading for purpose funds management organisation - Melbourne CBD location (Hybrid) | Permanent full-time position Victorian Funds Management Corporation (VFMC) is a public authority responsible for investing for the benefit of Victorians on behalf of the State of Victoria. They manage...

  • Account Manager

    3 weeks ago


    Melbourne, Australia RFI Global Full time

    **Company Overview** RFI Global is the only global data and insights company focusing exclusively on financial services. We empower financial service leaders with the market intelligence they need to drive innovation and accelerate growth. Partnering with the world’s top financial institutions, our expert team delivers tailored insights through a unique...


  • Port Melbourne, Australia The International Fusion Corp Full time

    Working with two of the most globally recognised sporting and lifestyle retail brands, this Client Account Service Manager will partner with them to ideate, develop and deliver innovative in-store POS solutions and displays. Working with a dedicated Production Manager and team, you will be customer facing and project manage the end-to-end process from...

  • Account Manager

    7 months ago


    Melbourne, Australia illion Full time

    Company Description illion is the leading independent provider of trusted data and analytics products and services in Australia and New Zealand. illion is headquartered in Melbourne with offices in all major metropolitan cities across Australia and New Zealand. Our team work with leading brands in our region to bring data & analytics to life **Job...

  • Client Manager

    2 weeks ago


    Melbourne, Australia NTT DATA Full time

    **Make an impact with NTT DATA** Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion - it’s a place where you can grow, belong and thrive. **Your day at NTT DATA** This...


  • Melbourne, Australia Northern Trust Corp. Full time

    **About Northern Trust**: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families and institutions by remaining true to our...


  • Melbourne, Australia Northern Trust Full time

    **About Northern Trust**: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families and institutions by remaining true to our enduring...


  • Melbourne, Australia Northern Trust Full time

    -Northern Trust Melbourne, Australia Posted 6 hours ago Permanent Competitive **About Northern Trust**: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. - Northern Trust is proud to provide innovative financial services and guidance to the world's most...

  • Client Manager

    7 days ago


    Melbourne, Australia Accountant Jobs Full time

    **Client Manager**: - Accounting - Business Services - Melbourne - Permanent / Full Time - Utilise your strong interpersonal skills for this pivotal client focused role - Sought after company culture/environment - Convenient location This progressive firm has a sought-after culture/environment that has been created over time by strong leaders. With a local...


  • Melbourne, Australia McMillan Shakespeare Full time

    At McMillan Shakespeare Group (MMSG) we are here to make a difference to people’s lives. Our vision is to be the trusted partner, supporting customers’ financial wellbeing and lifestyle goals. Our values are at the centre of how we operate - ‘We are better together, we put people first and we work together to pursue better’. We now have an exciting...


  • Melbourne, Australia Engage Personnel Full time

    Must Have Previous Accounting Practice Experience in Similar Role - Get Involved with a Company that Gives Back and Rewards Hard Work! - Be Part of a Successful, Fun, Vibrant and Friendly Team! Our client is a second-tier accounting practice located in the CBD. The practice, comprising 6 accounting partners and a financial planning partner and with over 50...


  • Melbourne, Australia HSBC Full time

    -Job description **Some career choices have more impact than others.** At HSBC we exist with the purpose of _Opening up a World of Opportunity_. We use our unique expertise, capabilities, breadth and perspectives to provide opportunities for our customers and colleagues through global connectivity. We bring together the people, ideas and capital that...


  • Melbourne, Australia Engage Personnel Full time

    Mid-sized growing Public Practice Accounting firm - Client Services Coordinator role that sits within the Business Services team - WFH flex Client Services Coordinator role within a fantastic Accounting Practice located in Dandenong. Excellent opportunity within a mid-sized firm! - **Mid-sized growing Public Practice Accounting firm**: - **Client Services...


  • Melbourne, Australia Engage Personnel Full time

    Mid-sized growing Public Practice Accounting firm - Client Services Coordinator role that sits within the Business Services team - Attractive salary and bonus' Client Services Coordinator role within a fantastic Accounting Practice located in Dandenong. Excellent opportunity within a mid-sized firm! - **Mid-sized growing Public Practice Accounting...


  • Melbourne, Australia Private Person Full time

    Position**:Client Service Account Manager-Graduate or Early Career** Location**:Melbourne** Duration**:Permanent Full Time** No. of Positions**:Two** Translationz is a language services company providing translation and interpreting services across Australia. Our client relationships are essential to our continued rapid growth. We’re looking for a...