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Business Development Manager
2 months ago
We're seeking a highly skilled Account Manager to join our team at Shift. As an Account Manager, you will be responsible for managing allocated customer account management responsibilities, including acquiring and establishing client relationships, identifying additional revenue streams, and bringing on new customers within the 'Direct' customer channel.
Main Responsibilities- Actively own and manage the relationship for allocated Shift customers through strategic and effective account management practices, customer service, and general curious outreach.
- Acquire new Shift customers within the Direct customer channel – warm, pre-qualified leads.
- Work with customers to understand their business needs and strategies, and help them recognise how the Shift solutions can help accelerate their business.
- Sell Shift Platform solutions to prospective clients using solid arguments backed by the Shift sales approach.
- Ongoing outreach to allocated customer portfolio to support increased platform utilisation, promotion, and retention.
- Provide guidance to customers on service, platform, and general queries.
- Respond to and problem-solve customer queries via email and phone.
- Complete due diligence associated with the establishment of new accounts and ongoing management of existing accounts.
- Collaborate with team to inform development of effective and efficient processes related to the delivery of exceptional customer service and customer management.
- Build relationships with Business Owners, Brokers, and Partners (customers), Internal sales operational teams, and Direct Leadership team.
- Collaborate with other operational teams across the Shift business to manage the needs and challenges of your customer portfolio.
- Use of Salesforce CRM to enter and manage customer account information.
- A business or finance degree is beneficial but not essential.
- Demonstrated relationship management/sales experience in a professional services setting.
- Proven experience successfully managing pipeline of existing customers and potential leads.
- Proven Customer support/representative experience.
- Strong understanding of financial services (ideally lending) highly regarded.
- Proficient with MS Office.
At Shift, we're resetting expectations around how businesses trade, pay, and access funds with an experience that is simple and seamless. We're a team that thrives on new challenges in an innovative and transformational setting. We value all employee input and offer a range of benefits, including industry-leading parental leave, flexible working, and a diverse and talented team.
