Customer Portfolio Manager

1 week ago


Melbourne, Victoria, Australia beBeeCustomerService Full time $65,000 - $85,000
Customer Service Professional

We are seeking a dynamic and proactive individual to oversee a regional portfolio, ensuring customer satisfaction, fostering relationships, and driving growth opportunities in collaboration with our sales and marketing teams.

The ideal candidate will have previous contract role experience in a customer service centre, direct order entry, customer call taking, sales team/site liaison and reporting running as part of everyday duties.

Key Responsibilities:
  • Manage Customer Order Lifecycle: Oversee all aspects of the customer order process, including order entry, stock transfers, modifications, pricing, terms, freight, cancellations, and confirmations.
  • Order Management: Ensure accurate order entry and timely handling of inbound customer calls.
  • Customer Support and Query Resolution: Address and resolve customer and stakeholder inquiries related to order status, stock availability, and delivery timelines through various communication channels.
  • Stock Returns and Credits Management: Investigate and process stock returns and credit requests promptly.
  • Cross-Functional Collaboration: Work closely with sales, marketing, and operations to align customer goals with business objectives.
  • Complaint Resolution: Professionally handle customer complaints and escalate issues when necessary.
  • Campaign Implementation: Collaborate with the Customer Service Sales team to execute and evaluate outbound sales and marketing campaigns.
  • Field Liaison: Coordinate with sites and the field sales team to provide necessary information for meeting customer needs.
  • Continuous Improvement: Analyse customer feedback and identify areas for improvement.
  • Database Maintenance: Maintain and update the customer database in core ERP/CRM systems.
Requirements:
  • Previous contract role experience in a customer service centre.
  • Proven ability to be proactive and take roles and opportunities to the next level.
  • Proficient in using ERP systems such as CRM systems and Microsoft Office Suite.
  • Excellent verbal and written communication skills.
  • Exceptional attention to detail and multitasking capabilities.
  • Able to work autonomously and thrive in a collaborative team environment.
  • Strong organizational and time management skills.


  • Melbourne, Victoria, Australia beBeeCustomer Full time $60,000 - $90,000

    Customer Service Representative plays a vital role in the success of our business. We are seeking an experienced professional to join our team and contribute to delivering exceptional customer experiences.The ideal candidate will be responsible for proactively contacting customers to discuss overdue payments and identify solutions to bring accounts current....


  • Melbourne, Victoria, Australia beBeeGrowth Full time $120,000 - $140,000

    Business Growth AdvocateThe Business Growth Advocate role is pivotal in guiding customers through their business journey, leveraging our solutions to drive satisfaction, retention, renewals, references, and upsells for Cloud products within assigned portfolios.Key Responsibilities:Participate in a comprehensive 10-month development program that enhances...


  • Melbourne, Victoria, Australia beBeeDevelopment Full time $100,000 - $120,000

    Business Development ManagerDeliver seamless customer experiences across the Brennan solution stack, ensuring a strong relationship with each client.Engage in strategic meetings to identify new business opportunities and drive cross-selling initiatives.Develop a thorough understanding of the customer's business needs, including business planning, roadmaps,...


  • Melbourne, Victoria, Australia beBeeManagement Full time $110,000 - $130,000

    About this role:We are seeking an experienced professional to manage a portfolio of customers and drive growth through tailored support.Collaborate with relationship managers to deliver exceptional customer serviceAnalyse customer data to understand their needs and preferencesDevelop strategic plans to increase share of wallet and referralsKey...


  • Melbourne, Victoria, Australia beBeeCustomerService Full time $60,000 - $80,000

    ">Job Overview">The primary objective of this role is to deliver exceptional customer service to a diverse portfolio of clients via email and phone. The individual will also be responsible for providing ongoing support to both internal and external stakeholders, as well as managing order requirements using various applications to facilitate customer...

  • Portfolio Manager

    2 days ago


    Melbourne, Victoria, Australia Wesfarmers Onedigital Full time

    **Why OneDigital?**Are you interested in joining the team at Wesfarmers OneDigital?Good call. We're an exciting digital enterprise with big ideas, supporting some of Australia's most trusted and iconic brands. We're well on our way towards bringing the best of digital and data possibilities together to create more personalised shopping experiences for...

  • Portfolio Manager

    6 days ago


    Melbourne, Victoria, Australia beBeePortfolio Full time $80,000 - $120,000

    Senior Portfolio Manager OpportunityWe are seeking an experienced Senior Portfolio Manager to join our team in Melbourne. In this high-impact role, you will be responsible for managing a portfolio of complex customer relationships across various brands, delivering better outcomes for customers and the business.Main Responsibilities:Manage complex credit...

  • Manager, Portfolio

    2 weeks ago


    Melbourne, Victoria, Australia National Australia Bank Full time

    Join the Term Deposits & Savings Product Team as a Portfolio Manager and be at the forefront of enabling the Business and Private Banking strategy.Represent an enormous opportunity for stable deposit growth, with a highly visible 3-year transformation roadmap to deliver significant uplift to the customer experience.Carry oversight of the entire Term Deposits...


  • Melbourne, Victoria, Australia beBeeCustomer Full time $52,000 - $77,000

    About the RoleWe are seeking a seasoned Customer Experience Professional to manage a portfolio of customers and deliver exceptional customer service throughout the pre-construction phase.Provide premium customer service to clientsEvaluate and optimize customer experiencesMaintain quality standards and project milestonesCollaborate with stakeholders to...

  • Portfolio Manager

    4 days ago


    Melbourne, Victoria, Australia beBeeFacilities Full time $60,000 - $90,000

    Job OpportunityThis role enables you to shape a brighter future.As the Assistant Facilities Manager, you will be responsible for ensuring compliance with regulatory frameworks and site procedures, developing and managing relationships with clients, and delivering customer-centric services across the portfolio.Key responsibilities include:Ensuring compliance...