Key Account Manager

1 day ago

Sydney, New South Wales, Australia beBeeClientSuccess Full time $90,000 - $125,000
Key Account Manager Role

The Key Account Manager role provides exceptional client service and relationship management to clients across the wealth management market.

In this role, you will manage post-sales onboarding, administration, relationship management, client retention, and service for our products.

  • Manage post-sales onboarding, administration, relationship management, client retention, and service for our products.
  • Develop and maintain excellent client relationships with assigned accounts and with existing and potential clients.
  • Become a product expert and provide ongoing training and support to clients, proactively and for inbound queries.
  • Work closely with development, data operations, research, and marketing teams to provide client feedback for product enhancements.
  • Assist the Head of Client Success and Account Management team with the client engagement, retention, and renewal strategy for our research and product clients.
  • Assist Technical Sales team with identifying sales opportunities, client prospecting, upsell opportunities, and cross-product solutions.
  • Assist Account Management team to manage client renewal pipeline and retention targets in our CRM system.

Qualifications:

  • Bachelor or Masters degree in business, finance, marketing, communications, or related field preferred but not essential.
  • With 2-4 years of industry experience in account management or client services in financial services, technology, media, information service vendors, insurance, investment management, or superannuation.
  • Understanding of wealth management, superannuation, life insurance, and management investments preferred but not essential.
  • Strong client service, account management, and engagement skills, ability to communicate professionally and effectively with all levels within the client organization.
  • Excellent communication, presentation, and client training skills required.
  • Highly organized workflow with strong attention to detail, effective prioritization, and time management.
  • A team player with a proactive attitude, a willingness to learn, and develop.
  • Proficiency in MS Office with an emphasis on Excel and PowerPoint.
  • Ability to work independently as well as within a collaborative team environment.

We are committed to building a culture that values diverse skills, perspectives, and experiences. We hire the best talent in our industry and empower them with the resources, support, and opportunities to grow—professionally and personally.

We foster an environment that fuels creativity, drives innovation, and shapes our future success.

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