Account Manager Lead

2 months ago

Surry Hills, Australia Safewill Full time

**Our Story**:
At Safewill, we’re reshaping end-of-life planning in Australia, making it more affordable, personal, and accessible for all. Since our launch, we’ve grown rapidly to become one of the country’s fastest-growing tech companies. Backed by leading investors like Westpac’s Reinventure Fund, Carthona Capital, and Flying Fox Ventures, we’re scaling fast - and we need an Account Manager Lead who can drive exceptional customer outcomes while balancing business goals.

But let’s be real - working at a startup is challenging. There’s no set playbook, and you’ll be designing and refining processes from the ground up. This is a hands-on leadership role where you’ll not only drive account strategies but also empower a small team, collaborate across departments, and contribute directly to Safewill’s growth and success.

**Your Story with Us**:
As the Lead Account Manager at Safewill, you will play a critical role in supporting our charity clients and expanding into new verticals. You’ll lead a small team of account managers, empowering them to succeed in driving impactful customer outcomes while ensuring alignment with Safewill’s broader business goals.

This position is ideal for someone with a strong background in data and analytics, a sales-oriented mindset, and experience in campaign-driven customer success for scale-ups or marketplace businesses. Your leadership will ensure we optimise customer segmentation, drive automation, and leverage CRM tools to balance exceptional customer outcomes with Safewill’s business goals.

Over the first 6-12 months, you will:
**Drive Customer Success with Data-Driven Insights**:

- Develop and execute a playbook for improving customer outcomes while achieving company goals, including renewals and will generation.
- Leverage data to create strategic account plans, monitor performance, and drive measurable results.
- Use analytics to optimise customer segmentation and implement workflows that improve efficiency and outcomes.

**Lead and Develop a High-Performing Team**:

- Build, mentor, and lead a small team of account managers, fostering a culture of accountability, growth, and innovation.
- Set clear goals and KPIs for the team, ensuring individual and team performance aligns with strategic priorities.
- Provide ongoing coaching and feedback to help team members excel in managing client relationships and achieving business objectives.

**Lead Sales-Oriented Account Management**:

- Manage high-value accounts with tailored strategies while scaling processes for smaller accounts.
- Collaborate with clients to drive campaign outcomes, including upsells and renewals, ensuring a strong alignment between their goals and Safewill’s objectives.

**Foster Operational Excellence**:

- Drive the adoption and effective use of CRM tools to track, automate, and enhance account management processes.
- Analyse and optimise workflows, ensuring seamless collaboration between account management, sales, and marketing teams.
- Ensure the team operates effectively within a fast-paced scale-up environment.

**Ongoing**:

- Build and maintain strong, strategic relationships with Charities, Not-for-Profits and new verticals.
- Develop and refine metrics to measure account performance and customer satisfaction.
- Collaborate cross-functionally with marketing, sales, and product teams to align strategies with broader company goals.
- Continuously stay ahead of trends in data, analytics, and customer success, bringing fresh ideas to the table.
- Contribute to building a culture of results-driven, data-centric thinking within the account management team.

**Why Join Safewill?**:

- **Impactful work**: Help charities, Not-for-Profits and new verticals drive meaningful customer actions while supporting families across Australia with essential estate planning services.
- **A focus on growth**: Whether it’s building out processes, tackling new challenges, or experimenting with innovative workflows, this role is all about growth - for you, your team, and the business.
- **Leadership opportunity**: Lead and grow a talented team of account managers while driving strategic initiatives across Safewill’s customer base.
- **Professional development**: Access resources and in-house mentorship to enhance your skills in data analytics, customer success, and leadership.
- **Competitive compensation**: A generous salary package that recognises your contributions to Safewill’s success + a stake in the business with equity.
- **A chance to innovate**: Play a key role in shaping the future of account management in a tech-driven, customer-first company.

**Wondering if you should apply?***:

  • Account Manager

    2 weeks ago

    Surry Hills, Australia Primary Communication Full time

    Primary Create (previously known as Circus) is expanding and we’re on the hunt for a talented Account Manager to support two Account Directors. This is genuinely an exciting opportunity to be part of a full-service agency who are growing from strength to strength. There is loads of scope to get involved across a number of accounts and touch points -...

  • Account Manager

    4 months ago

    Surry Hills, Australia Ideagen Full time

    About Us: Ideagen is the invisible force behind many things we rely on every day - from keeping airplanes soaring in the sky, to ensuring the food on our tables is safe, to helping doctors and nurses care for the sick. So, when you think of Ideagen, think of it as the silent teammate that's always working behind the scenes to help those people who make our...

  • Account Manager

    2 months ago

    Surry Hills, Australia Next15 Full time

    Agent3 [part of Agent3 Group] has a mission to enable the B2B clients in the technology sector we work with, including Google, Salesforce, ServiceNow and NTT, to deliver Account-Based Marketing at scale and, in doing so, engage, win and grow revenue through net new target accounts and existing key accounts. In addition we deliver game-changing market...

  • Account Manager

    3 days ago

    Surry Hills, Australia Primary Communication Full time

    Professional DevelopmentTeam CultureWork-life Balance Our culture is built on our people. As a valued member of our team, we offer a hybrid flexible workplace with tailored development and training programs. Primary Create (previously known as Circus) is expanding and we’re on the hunt for a talented Account Manager to support two Account Directors. This...

  • Pr Account Executive to Account Manager

    7 months ago

    Surry Hills, Australia Agent99 Full time

    **PR Account Executive*** **to Account Manager** Are you ready to take your career to the next level? Do you love the thought of working in an environment that values autonomy and flexibility, training, and career path coaching, whilst still being a part of a team of PR and Communications guns? Our culture places emphasis on creating a really fun...

  • Account Manager

    4 months ago

    Surry Hills, Australia The Marketing Practice Full time

    **Who we are** The Marketing Practice is an agency for the new, integrated era of B2B. We have nearly 400 B2B specialists globally, helping tech leaders create more sales today and better growth long term. Our clients are some of the world’s biggest tech brands and fast-growing challenger firms. We work with them right across the funnel to deliver the...

  • Account Manager

    2 months ago

    Surry Hills, Australia Ideagen Full time

    About Us: Ideagen is the invisible force behind many things we rely on every day - from keeping airplanes soaring in the sky, to ensuring the food on our tables is safe, to helping doctors and nurses care for the sick. So, when you think of Ideagen, think of it as the silent teammate that's always working behind the scenes to help those people who make our...

  • Account Manager

    4 months ago

    Surry Hills, Australia Ideagen Full time

    About Us: Ideagen is the invisible force behind many things we rely on every day - from keeping airplanes soaring in the sky, to ensuring the food on our tables is safe, to helping doctors and nurses care for the sick. So, when you think of Ideagen, think of it as the silent teammate that's always working behind the scenes to help those people who make our...

  • Account Based Marketing Manager

    4 months ago

    Surry Hills, Australia Ideagen Full time

    About Us: Ideagen is the invisible force behind many things we rely on every day - from keeping airplanes soaring in the sky, to ensuring the food on our tables is safe, to helping doctors and nurses care for the sick. So, when you think of Ideagen, think of it as the silent teammate that's always working behind the scenes to help those people who make our...

  • Account Manager

    2 weeks ago

    Surry Hills, Australia News Corp Australia Full time

    **What’s the role?** - 6 month maternity leave contract - Manage a portfolio of clients through the various product solution options offered, and then planning, developing and organising their advertising campaigns to support the sales objectives through a consultative sale process. - Consult clients at all levels, from sales staff to executives, on...

  • Accounts Payable Manager

    5 days ago

    Surry Hills, Australia Aje Athletica Full time

    Location- Surry Hills, New South Wales- - Department- Finance- - Employment Type- Full-Time- - Minimum Experience- Manager/SupervisorOver the last 14 years Aje has carefully built a culture where our people are supported, inspired and encouraged to be the best they can. Along with our incredible team, our brand has an intrinsic sense of duality, balancing...

  • Bookkeeper / Office Manager - Leading Creative

    2 weeks ago

    Surry Hills, Australia Kat & Co Full time

    **AN OPPORTUNITY TO WORK WITHIN A LEADING CREATIVE EXPERIENCE AGENCY** **WHO WE ARE** Kat&Co is a leading experience agency that specialises in creating stop-everything moments. Driven by an obsession with sensory engagement, our award-winning creative agency builds conceptually ambitious experiences that act as portals into other worlds—or transform the...

  • Account Manager

    7 months ago

    Surry Hills, Australia Time Out Group Plc Full time

    **Title**: Account Manager - Time Out Sydney **Location**: Based at the Time Out Sydney office, with some WFH days and flexibility offered **About Time Out Group** Time Out Group is a global media and hospitality business that inspires and enables people to experience the best of the city through its two divisions - Time Out Media and Time Out Market. Time...

  • Accounts Assistant

    4 months ago

    Surry Hills, Australia Endeavour Group Full time

    Company Description **Let’s create a more sociable future together** At Endeavour, we’re totally into what we do. With a portfolio that includes Dan Murphy’s, BWS, ALH Hotels, Pinnacle Drinks and more, we love to bring people together. Together we share our passion for our products and industry; it’s what inspires us to dream big, and continue to...

  • Accounts Assistant

    4 months ago

    Surry Hills, Australia Endeavour Group Full time

    **Company Description** Let’s create a more sociable future together** At Endeavour, we’re totally into what we do. With a portfolio that includes Dan Murphy’s, BWS, ALH Hotels, Pinnacle Drinks and more, we love to bring people together. Together we share our passion for our products and industry; it’s what inspires us to dream big, and continue to...

  • Account Manager

    4 months ago

    Surry Hills, Australia Thinking Loud Full time

    **Key Responsibilities**: - Ongoing client contact, responsible for managing day-to-day expectations and requests of agency clients, primarily covering consumer brand and event / entertainment accounts, and occasionally working on independent artists and record label brand accounts - Responsible for end to end management of key PR projects and retained...

  • Accounts Administrator

    7 months ago

    Surry Hills, Australia BD Building Management Pty Ltd Full time

    Lead the finance team and provide guidance and training to the team - Review weekly payroll and invoicing and able to guide and advise adjustments if needed - Review the monthly payroll tax report and submit to the State governments for all 8 entities, respond the enquiries from state governments if needed - Review and submit monthly IAS/Quarterly BAS report...

  • Accounts/administration Officer

    7 months ago

    Surry Hills, Australia TradeConnex Full time

    $65k-$80k per year - Career development and ongoing training support - Exciting opportunities for growth and clear progression pathways TradeConnex Pty Ltd is a leading provider of Labour Hire and Recruitment Services to construction companies throughout Australia. We are currently seeking a reliable and motivated individual for a position as an...

  • Accounts Assistant

    7 months ago

    Surry Hills, Australia BD Building Management Pty Ltd Full time

    BD Building, an established carpentry labour hire business located in Surry Hills, is seeking a skilled accountant to join our finance team. **This role is integral to supporting a growing business by ensuring financial accuracy and contributing to various operational aspects. **Job Description**: - Ensure accurate accounts, including month-end...

  • Corporate Account Executive

    3 weeks ago

    Surry Hills, New South Wales, Australia Streem Full time

    About the Role at StreemThis is an exciting opportunity to join Streem as a Junior Account Manager, working with one of the leading companies in the Australian market. The role involves nurturing customer relationships with corporate and government clients, providing support, expertise, and education.Estimated SalaryThe estimated annual salary for this...