Strategic Accounts Associate

3 months ago

Melbourne City Centre, Australia Page Personnel Full time

Immediate Start
- WFH Flexibility

**About Our Client**:
Our client is a well respected, ASX listed financial services organisation that was established to provide astute investors and wealth professionals with a better way to invest, protect and manage their current and future wealth. As a business, our client seeks to enable, educate and inspire Australians to see wealth differently and to discover a brighter future. They help their clients take control of their financial future with a range of super and investment accounts, a huge variety of investments options and sophisticated online tools.

Reporting to the Head of Strategic Accounts, your responsibilities will include:

- Coordinating a calendar of activities and events.
- Working with internal stakeholders to agree and finalise contact, speakers and attendance for events.
- Work with the sales team to ensure diary appointments are achieved.
- Co-ordinate pre and post even communications with marketing.
- Finalise Partnership arrangements and invoice payments.
- Ensure internal stakeholders are updated on agreed activities in a timely manner.
- Prepare data insights packs around engagement, interaction and experience.
- Work with the sales team to understand feedback and platform functionality.
- Distribute regular reporting to Strategic Account contacts.
- Consolidate feedback and insights from satisfaction surveys.
- Ad-hoc duties as requested by upper management.

**The Successful Applicant**:

- Strong organisational skills and experience.
- Experience working within a sales team ideally within financial services.
- The ability to adapt quickly to new project, priorities and act as a problem solver where required.
- Strong relationship management and internal stakeholder engagement experience.
- Demonstrated experience and skills of the MS Office Suite products, Excel particularly.

**What's on Offer**:
What's on offer?
- Great established team culture.
- Fast paced work environment.
- CBD Office Location.
- WFH Flexibility.

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