Client Partnership Associate

1 week ago

Sydney, Australia Advice Intelligence Full time

Our Client Partnership Associates are key to making our software platform shine in the eyes of new customers. You will become an a.i. product champion, knowing the ins and outs of the platforms features & benefits and roadmap. The role ranges across a variety of activities including new business development, client servicing, account management and administration.

We are looking for someone who is capable of supporting senior colleagues in identifying and qualifying new prospects. You will ensure that a.i’s CRM and deals pipelines are always kept up to date. You will also have impeccable relational and communication skills and will be confident to run webinars & face to face presentations. You will possess a student mentality and be willing to be mentored by the Head of Client Partnerships.

**Desired skill sets.**
- Solution style selling experience in a financial firm, B2B, SaaS company.
- DFP qualified or currently studying towards the DFP or worked as an adviser associate/paraplanner.
- Experience in using financial planning software is a bonus.
- Willingness to learn and adapt.
- Ability to perform multiple tasks in a dynamic, fast paced team environment.
- Excellent verbal and written communication skills.
- Bias towards immediate action and results.

**Key responsibilities.**
- Own the sales relationship with assigned enquiries, leads and opportunities which include increasing adoption, ensuring retention, and customer satisfaction.
- Establish a trusted relationship with each assigned client and drive continued value of our products and services.
- Work to identify and/or develop upsell subscription opportunities.
- Assist with pitch materials
- Preparation of presentation materials and competitor analysis to support the sales process.
- Become an a.i. Product Champion and conduct regular online webinar demonstrations.

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