
Senior Portfolio Development Specialist
7 days ago
The Account Manager plays a pivotal role in our organization, overseeing a portfolio of merchants who can benefit from our financial services. They drive awareness and adoption of our offerings, leveraging business development strategies to expand our reach.
Key Responsibilities- They proactively engage with existing customers to promote our financial services.
- Provide exceptional service and employ effective sales techniques to position our offering as the go-to solution for merchants.
- Build trusted advisor relationships with customers and identify opportunities for our Financial Services across their book of business.
- Negotiate contracts and close agreements to grow their portfolio.
- Achieve sales targets by advising and servicing merchants, while collaborating with regional leaders to maximize opportunities in their territory.
- Employ business development and relationship management techniques to meet or exceed sales targets.
- Provide regular feedback and represent merchant voice to business leaders.
- Understand the risk-based nature of Merchant Capital Advances and communicate this to merchants, with support from the Risk team.
- Sales experience, preferably selling a financial service product, with a track record of high performance.
- Understanding of solution-based consultative sales in a SaaS environment.
- Ability to utilize Salesforce.com and other technologies to manage and organize pipeline.
- Strong interpersonal skills to manage and build partnerships internally and externally.
- Ability to work collaboratively with adjacent teams, forging positive and valuable relationships.
-
Senior Investment Portfolio Specialist
7 days ago
Melbourne, Victoria, Australia beBeeportfolio Full time $105,141 - $165,529Job Title: Senior Investment Portfolio SpecialistAbout the RoleWe are seeking an experienced Portfolio Manager to join our team. As a key member of our organization, you will be responsible for overseeing the entire Term Deposits & Savings product portfolio with a focus on strategic development.Key ResponsibilitiesDevelop and implement effective portfolio...
-
Portfolio Development Specialist
2 weeks ago
Melbourne, Victoria, Australia beBeeResourcePlanning Full time $90,248 - $121,739We are dedicated to helping our members achieve their best possible retirement outcome through collaborative work with stakeholders.Your New RoleThe Portfolio Analyst - Resourcing & Reporting will support the delivery of the portfolio while improving the quality and timeliness of projects. This role requires managing and forecasting resource planning across...
-
Expert Portfolio Developer
2 weeks ago
Melbourne, Victoria, Australia beBeeAsset Full time $90,000 - $120,000Job Title: Portfolio Development SpecialistThe role involves working with Senior Asset Managers on a national portfolio, actively monitoring property investment markets and identifying opportunities for acquisition or disposal.Responsibilities:Monitor property investment markets to identify opportunities for growth and expansionAssist in leasing activity...
-
Senior Portfolio Manager
7 days ago
Melbourne, Victoria, Australia beBeeInfluencer Full time $120,000 - $155,000Job DescriptionTalenza is working with a major government body that delivers large-scale initiatives to improve services and outcomes across the community.The organisation has transformation programs in motion, seeking a Portfolio Management Specialist to strengthen portfolio oversight and uplift delivery capability.This leadership role is responsible for...
-
Portfolio Transformation Specialist
2 weeks ago
Melbourne, Victoria, Australia beBeeGovernance Full time $90,000 - $120,000Job Title: Portfolio Transformation SpecialistThe role of a Portfolio Transformation Specialist is to drive the adoption of digital project management practices, ensuring effective governance of the portfolio and programs.Key Responsibilities:Coordinate strategic meetings with senior stakeholders, preparing papers, agendas, taking minutes and follow-up...
-
Senior Property Portfolio Developer
2 weeks ago
Melbourne, Victoria, Australia beBeePortfolio Full time $150,000Job Title: Portfolio Development SpecialistAbout the Role:We are seeking a skilled professional to oversee the development and automation of financial models, as well as performance reporting across our portfolio.The ideal candidate will prepare high-quality materials for quarterly reporting, board papers, forecasts, valuation reviews, and provide analytical...
-
Senior Portfolio Leader
6 days ago
Melbourne, Victoria, Australia beBeeManager Full time $90,000As a Senior Property Manager you will have the opportunity to manage a diverse portfolio of properties and lead a team of professionals.The Role:Oversee a large portfolio of 170 properties without financial management responsibilitiesLead a team of administrative assistants and business development specialistsFoster a positive work environment that promotes...
-
Senior Portfolio Development Manager
6 days ago
Melbourne, Victoria, Australia beBeePortfolio Full time $104,000 - $130,878Job DescriptionWe are seeking a highly skilled and experienced Senior Portfolio Development Manager to join our team. As a key member of our client’s team, you will play a vital role in driving growth and portfolios on a full relationship/trade marketing offering.Main Responsibilities:Manage the portfolio of clients to meet their briefs, achieve objectives...
-
Portfolio Management Specialist
6 days ago
Melbourne, Victoria, Australia beBeeManagement Full time $104,000 - $137,999Are you a detail-oriented professional with a passion for portfolio management? We are seeking an experienced Portfolio Management Specialist to join our team.About the RoleThis is an exciting opportunity to work in a dynamic environment where you will be responsible for developing and implementing portfolio management processes. You will assist in tracking...
-
Senior Portfolio Analyst
6 days ago
Melbourne, Victoria, Australia beBeePortfolio Full time $110,000 - $135,000Key Portfolio Insights SpecialistThe role of the Key Portfolio Insights Specialist is to deliver in-depth analysis and strategic insights to support long-term network investment planning.The specialist will be responsible for developing and maintaining key portfolio reports, conducting ad-hoc analysis to identify meaningful trends and drivers, and validating...