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Customer Account Manager

3 weeks ago

North Sydney Council, Australia beBeeAccount Full time $100,000 - $132,000
Job Overview:

This role oversees the comprehensive management of allocated customer account responsibilities.

  • Establishing and maintaining strong client relationships within your portfolio and identifying opportunities for revenue growth from existing accounts.
  • Focusing on acquiring new customers through direct channels who can benefit from our platform offerings.
Main Responsibilities/Duties:
  • Prioritize warm leads to drive new business opportunities, leveraging lead generator partners, non-accredited broker partners, and marketing leads.
  • Manage a portfolio of 100-200 accounts, focusing on acquisition and portfolio growth.
  • Effectively utilize Salesforce tools to manage opportunities and lead queues.
  • Owning and managing Shift customer relationships through strategic account management practices, exceptional customer service, and proactive outreach.
  • Responding to and resolving customer queries via email and phone in a timely manner.
  • Completing due diligence for new account establishment and ongoing management of existing accounts.
Qualifications:
  • A business or finance degree is beneficial but not essential.
  • Demonstrated experience in relationship management/sales within a professional services setting.
  • Proven ability to successfully manage pipelines of existing customers and potential leads.
  • Strong understanding of financial services, particularly lending.

This position requires a skilled professional with excellent communication skills, strong analytical abilities, and adaptability to new challenges and technologies. We offer supportive management, regular catch-ups, career development programs, and annual reviews to ensure your continued growth and success.

We prioritize collaboration, innovation, and employee well-being, creating an ideal work environment for professionals seeking growth opportunities and professional development.