Portfolio Growth Strategist

4 days ago


Sydney, New South Wales, Australia beBeeProduct Full time $123,279 - $187,439
Job Description:

We are seeking an experienced professional to lead our Daily Banking business forward by driving the development of a clear strategy and working collaboratively with all areas of the business to execute this strategy.

The objective is to drive long-term customer value through retention and deepening existing customer relationships. To achieve this, we need someone who can develop and implement a Daily Banking portfolio growth strategy in collaboration with Marketing, Sales, Digital, Customer Interactions, Tech, and our Daily Banking team.

Key Responsibilities:

  • Develop and implement a Daily Banking portfolio growth strategy
  • Formulate and execute product journeys, retention, and cross-sell strategies to deepen existing customer relationships
  • Work closely with the cross-functional team to create and execute a portfolio strategy centred around existing 'Youth' customers
  • Own the customer lifecycle journey of the Orange Everyday and Savings product
  • Build a pipeline of initiatives that improve retention and cross-sell to existing customers
Required Skills and Qualifications:

To be successful in this role, you will require:

  • 7+ years of experience in product and portfolio growth
  • Demonstrable experience leading or influencing changes to products, channels, and customer journeys that have improved portfolio growth, retention, and customer experience
  • An analytical mindset using data to drive decision-making
  • A deep understanding of the Australian Banking market, specifically Transaction and Savings accounts
  • Exceptional communication and stakeholder management skills
  • Self-leadership and confidence to work independently while performing complex tasks and analysis
  • Experience articulating strategy and setting strategic direction with others


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