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Client Relationship Specialist

1 month ago


Melbourne, Victoria, Australia McMillan Shakespeare Limited Full time
About Us

The McMillan Shakespeare Group is a trusted provider of innovative financial products and services, serving clients across various industries. With a proud history of innovation and exceptional service, we strive to deliver superior long-term value to our clients and customers.

Job Description

Salary: The estimated annual salary for this position ranges between $85,000 - $110,000, depending on experience and qualifications.

Job Summary: We are seeking an experienced Client Relationship Specialist to join our team. As the primary point of contact between clients and our company, you will play a vital role in building and maintaining strong client relationships, ensuring customer satisfaction, and driving business growth.

Key Responsibilities:
  • Develop and maintain strategies for each account, including Employer Profile, Organisational Structure, Key Stakeholder identification, SWOT analysis, Pricing, Marketing, Education, and Engagement strategy.
  • Manage contract renewal and negotiation processes, collaborating with internal stakeholders to ensure seamless execution.
  • Maintain or increase program participation rates towards benchmark levels for each account within the portfolio.
  • Work with Relationship Support Officers to maintain accurate client contact details, client insights, and data in our ERM system.
  • Plan and facilitate the execution of sales and marketing plans through multiple channels, including on-site event activity.
  • Proactively engage with internal stakeholders, industry parties, and business suppliers as required to ensure sales outcomes are achieved.
  • Act as an advocate on behalf of clients, communicating Employer feedback and information to ensure optimal service delivery.
  • Review and present KPI reporting at regular Client Program Review meetings.
  • Document and minute client reviews and visitations in our ERM system.
Requirements:
  • Experience in Account Management, Relationship Management, or Project Management.
  • A proven track record of achieving targets and high levels of customer engagement.
  • Knowledge and experience of CRMs are essential.
  • Experience in contributing to the development of sales strategies and plans.
  • Tertiary qualifications in Sales, Marketing, Commerce, or other business-related disciplines are desirable but not essential.
What We Offer:
  • Our strong people-first culture.
  • Flexible/hybrid working arrangements to enhance work-life balance.
  • Novated lease benefits and discounts.
  • 12 weeks of Paid Parental leave and access to our Parents Portal.
  • Exempt Employee Share Plan.
  • Paid Income Protection Insurance under our default Super plan.
  • Access to a broad range of learning and development programs.
  • Career break and volunteering leave.
  • Access to our Employee Assistance Program and annual Flu vaccination.
  • Lifestyle Rewards program.