Customer Portfolio Specialist

2 days ago

Australia beBeeRelationship Full time $112,451 - $121,592

About the Role:

We are seeking a skilled Customer Relationship Manager to take ownership of a portfolio valued at over $1 million.

In this role, you will be the trusted partner for our clients, ensuring retention, driving product adoption, and identifying opportunities for expansion.

This is a fully remote position, open to candidates based on the East Coast of Australia. You will join a purpose-driven, global SaaS company working with clients that are making a difference in the world.

Key Responsibilities:

  • Managing a portfolio of 80-100 high-value customers, building long-term relationships and ensuring ongoing success.
  • Driving adoption and usage of the platform to deliver measurable value.
  • Owning retention, renewals, and expansion opportunities across your accounts.
  • Collaborating cross-functionally with Product, Engineering, Sales, and Marketing to ensure client needs are met and issues resolved.
  • Running onboarding, contract negotiations, and account reviews with professionalism and commercial acumen.
  • Monitoring account health, spotting opportunities, and proactively driving growth within your portfolio.

About You:

You are a natural relationship builder with strong commercial instincts. You love helping clients succeed but also know how to identify opportunities and close the loop when it comes to expansion.

Proven experience in Customer Success and/or Account Management with retention and expansion targets. Comfortable managing a book of business and juggling multiple client relationships. A sales-savvy mindset: able to spot opportunities, qualify prospects, and present solutions confidently.

Excellent communicator with strong problem-solving and influencing skills. Highly organised and adaptable in a fast-paced, remote-first environment. Passion for working with nonprofit and purpose-driven clients is a big plus. Familiarity with tools like Salesforce, HubSpot, or Outreach would be advantageous.

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