Client Portfolio Manager

7 days ago


Sydney, New South Wales, Australia beBeeBusiness Full time $96,336 - $124,956
Job Title:

Account Growth Strategist

">Job Description:
  • This role involves building and maintaining relationships with key stakeholders to drive business growth.
  • You will be responsible for developing and executing account plans to increase revenue and expand client portfolios.
Key Responsibilities:
  1. Portfolio Management & Retention: Proactively manage the health and success of your accounts to maximize client longevity.
  2. Strategic Growth: Develop and execute account plans designed to drive expansion.
  3. Consultative Partnership: Conduct strategic business reviews (QBRs) and executive-level check-ins to align our platform's capabilities with clients' core business objectives, ensuring they derive maximum value.
  4. Risk Mitigation: Use data insights and client relationships to identify, forecast, and mitigate churn risk, developing proactive strategies to ensure long-term client loyalty and protect your NRR.
Requirements:

Commercial Acumen: Proven track record of managing a portfolio of high-value accounts, with direct responsibility for retention and expansion targets.

Executive Presence: Ability to confidently engage with and influence senior stakeholders, leading strategic conversations that tie product value to business outcomes.

Technical Aptitude: Experience solving client technology issues and a deep understanding of the end-to-end software customer journey.

Data Proficiency: Experience owning customer satisfaction metrics (NPS), analysing customer feedback, and using CRM software (e.g. Salesforce, Gainsight) to make data-driven decisions.

What We Offer:
  • Remote work with flexibility to own time and impact.
  • Access to cutting-edge tools to amplify work, knowledge and outputs.
  • Ambitious, outcome-driven colleagues who challenge you to do your best work.
  • ESOP (employee share options) in one of the world's fastest-growing tech companies.
  • Benefits including generous parental leave, subsidised egg freezing, WFH office expense budget, and learning & development opportunities.
Join Our Team:

Candidates are kindly requested to submit their CV in PDF format for review.



  • Sydney, New South Wales, Australia beBeeClient Manager Full time $120,000 - $160,000

    Job DescriptionThis is a client management role within the AOPM business unit, servicing APAC clients.The team you will be joining is a part of Specialized Services and Investment Analytics (SSIA). Our offering is a recognized industry-leading provider of analytics, portfolio valuation, fund administration and risk services on private equity portfolios....


  • Sydney, New South Wales, Australia beBeePropertyRelationship Full time $160,000 - $200,000

    We are seeking an experienced Property Relationship Executive to join our team.This is a key role that involves managing a portfolio of high value property clients with complex banking needs.You will be responsible for understanding the specific needs and aims of our clients and using your relationships to help them realise new opportunities.Your primary...


  • Sydney, New South Wales, Australia beBeeClientPortfolioManager Full time $100,000 - $140,000

    Client Portfolio ManagerWe are seeking a highly skilled and experienced Client Portfolio Manager to join our team. As a key member of our Hospitality team, you will be responsible for managing a portfolio of hospitality clients and delivering exceptional customer service.Key Responsibilities:Manage a portfolio of hospitality clients and develop strategies to...


  • Sydney, New South Wales, Australia beBeeAccountant Full time $120,000 - $140,000

    Client Portfolio ManagerWe are seeking an experienced Client Portfolio Manager to join our dynamic and modern accounting firm in Sydney.This is an exciting opportunity for a motivated individual with a positive attitude, professional demeanour and excellent customer service skills to manage a portfolio of clients from SMEs to large multi-entity clients.The...


  • Sydney, New South Wales, Australia beBeeClient Full time $80,000 - $120,000

    Job Title: Client Portfolio Manager">We are seeking an experienced professional to manage a portfolio of clients with the support of a broker assistant. The ideal candidate will be responsible for building strong relationships with clients, identifying growth opportunities, and contributing to new business activities.">Main Responsibilities:">">Liaise with...


  • Sydney, New South Wales, Australia beBeeDevelopment Full time $150,000 - $200,000

    **Job Title:** Client Portfolio ManagerAs a seasoned professional, you will play a key role in managing and maintaining a senior portfolio of key Institutional Corporate clients. You will partner with and manage a diverse portfolio of corporate clients operating across various industries, driving revenue growth through cross sell and maximising deposits...


  • Sydney, New South Wales, Australia beBeeRelationship Full time $80,000 - $115,000

    Client Portfolio ManagerThis is an exciting opportunity to develop your career in a client-facing role at a global organization.As a Client Portfolio Manager, you will be responsible for managing a portfolio of customer accounts, building strong business relationships, and driving sales growth. You will work independently, utilizing Salesforce to track...


  • Sydney, New South Wales, Australia beBeeClient Full time $120,000 - $140,000

    Job Summary:We are seeking an experienced Client Service Officer to join our team.About the RoleManage and nurture a portfolio of approximately 40 clients, ensuring high levels of satisfaction and engagement.Respond to client enquiries related to services, financial products, fees, and conditions.Process a wide range of payments including domestic,...


  • Sydney, New South Wales, Australia beBeeClientManager Full time $80,000 - $90,000

    Key Role SummaryThis role is responsible for managing a portfolio of clients to ensure their insurance and risk management needs are fully met.Responsibilities:Portfolio Management: Ensure clients' insurance and risk management needs are fully met through effective portfolio management strategies.Business Development – Identify and develop new business...


  • Sydney, New South Wales, Australia beBeeAccounting Full time $65,000 - $75,000

    Account Executive Assistant RoleAs an Account Executive Assistant, you will play a vital role in the management of client portfolios. This involves providing exceptional support to senior team members and assisting in the development of strong relationships with key stakeholders.Support senior team members in managing client portfolios.Develop and maintain...