Relationship Manager

See yourself being part of a large, transformational change? This could be the role for you

At Iress, we make things happen

We believe technology should help people perform better every day. Since our beginning in 1993, people across financial services have trusted us to take their performance to the next level. More than 10,000 businesses and 500,000 people use our software, from the world’s most iconic financial services brands to advice firms of all sizes, banks, insurers, investment managers, traders and brokers. Iress is one of Australia’s largest technology companies and employs more than 1,100 people across Australia, The United Kingdom, Africa, Canada, New Zealand and Asia.

Build your career at Iress

The purpose of the Relationship Manager role at Iress is to manage and strengthen relationships with our clients to support business growth and enhance customer satisfaction. This is a great opportunity for someone looking to take the next step in their career and move into a Relationship Manager role, with plenty of training and support provided along the way. This involves acting as the key point of contact for a portfolio of clients, understanding their needs, resolving issues efficiently, and ensuring a high level of engagement and retention.

The role focuses on identifying new business opportunities through cross-selling and upselling Iress products and services. A deep understanding of the Iress product suite is essential to communicate value effectively, while gathering client feedback helps influence product development and improvement. Additionally, staying informed about market trends and collaborating across internal teams ensures a coordinated and strategic approach to client management and the achievement of broader business goals.

Some of the amazing things you’ll be involved in:
- Develop strong relationships with clients to understand their overall strategy, challenges and priorities and where we can deliver solutions.- Proactive client engagement in line with a structured relationship management plan.- Achieve agreed monthly, quarterly, and annual company KPI’s that incorporate client retention, and revenue uplift from increased usage and the sale of additional solutions.- Manage commercial negotiations and ongoing revenue forecasting for clients.- Responsible for managing revenue related client requests, ensuring all information to execute billing and licensing requests is prepared and authorised, and reviewing client invoices.- Key contact point for clients for all new projects, feature requests and escalation of issues.- Support the delivery of new and enhanced product features and propositions to the market by establishing clear adoption and account plans.- Proactively educate clients on new release functionality or features and benefits this brings to their business.- Work with clients to implement and ensure adoption of Iress products.- Effectively articulate Iress roadmaps, enhancements and upgrades to clients and users at all levels. Manages upgrade processes where required.- Is a point of escalation and information for client support teams and may be occasionally required to assist with support enquiries to ensure optimal client experience is maintained.- Maintain, update and use global CRM with accuracy and timeliness, record all material client and prospect interactions, and maintain an up-to-date opportunity pipeline at all times.

What you will bring:
Previous experience within the Financial Markets Industry.- Experience in a sales environment or in Account Management is highly desirable- Strong commercial and business acumen.- Excellent communication, relationship building and networking skills.- Excellent analytical skills to evaluate the client, competitors, industry landscapes and make recommendations to drive profitability and gain market share.- Strong influencing, negotiation, critical thinking and problem solving skills.- Strong team working ability, able to effectively collaborate and coordinate with other Iress teams.- The ability to effectively work under pressure and to targets, ensuring that excellent service is delivered at all times.

Why work with us?- 8 additional paid days per year to extend your weekends- Hybrid working- Generous cash bonus for every successful referral- Starting school leave - 8.5 days of leave to assist your children with the transition to school- Up to 26 weeks’ paid parental leave for primary carers (up to 4 weeks for secondary carers), and the ability to work part-time when returning to work- 3 days’ paid leave per year to participate in charity initiatives- Discounted health insurance premiums- Access to learning and development programs through LinkedIn Learning
- Iress is committed to fostering a welcoming and inclusive culture. We strongly believe that diversity is what makes our teams and our products succeed. Our people have different experiences, skills, perspectives and beliefs and everyone’s uniqueness is valued and