Client Partnership Manager

2 weeks ago

Sydney, Australia Advice Intelligence Full time

Our Client Partnership Managers 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. You must be passionate about engaging with customers, expanding and understanding their use cases. You have an understanding of where customers are coming from and how a.i. is positioned.

You have impeccable relational skills and can create win/win environments for all parties that you work with. You will be the channel between the Client and the Onboarding Experience team, as well collaborating with other key a.i. stakeholders. You must be DFP qualified and worked as a financial adviser or paraplanner to understand financial advice.

**Desired skill sets.**
- Solution style selling experience in a financial firm, B2B, SaaS company.
- DFP qualified and worked as a financial adviser or paraplanner to understand financial advice.
- Used financial planning software eg: Xplan / Coin.
- Bias towards immediate action and results.
- Willingness to learn and adapt.
- Consummate multi-tasker who can wear multiple hats.

**Key responsibilities.**
- Own the client 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.
- Develop, prepare, and nurture customers for advocacy.
- Work with clients to establish their critical pain points, their required needs, articulate the solution and aid the customer in achieving their goals.
- Become an a.i. Product Champion and conduct regular online webinar demonstrations.
- Track the sales lifecycle for each client opportunity.

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