
Relationship Manager
5 days ago
Relationship Manager
The McMillan Shakespeare Group (MMS) is a trusted provider of salary packaging, novated leasing, disability plan management and support co-ordination, asset management and related financial products and services. From our origins in 1988 when we created Australia's salary packaging industry to today, MMS has a proud history of innovation and exceptional service.
Through our subsidiaries, we offer a breadth of services and expertise designed to responsibly deliver superior long-term value to our clients and customers, which include Federal and State governments and some of the largest public and private sector, health and charitable organisations.
At the heart of achieving this mission is our team. Driven by a passion for the work we do, we work together with our customers to make a real difference to people's lives.
The Relationship Manager is the primary point of contact between the Client and Maxxia (Salary Packaging and Novated Leasing) and the aim of the role is to be regarded as an industry expert and trusted business partner, which is particularly important within the Not for Profit industry sectors (examples are Healthcare and Government.)
The primary purpose of the Relationship Manager role is to retain all clients in the portfolio, along with enabling growth by ensuring solid client relationships are established and maintained with all key stakeholders and & value-adding.
It is the responsibility of this role to achieve 100% client retention, program participation growth, portfolio profitability, cross selling of company products and up-selling of services. In addition, this position is responsible for facilitating maximum access for employee education and awareness, via all channels and media.
**Key Responsibilities**
- Develop and maintain the strategy for each account, which will include the Employer Profile, Organisational Structure, Key Stakeholder identification, SWOT, Pricing, Marketing, Education and Engagement strategy
- Manage contract renewal and contract negotiation processes, in collaboration with internal stakeholders
- Maintain or increase program participation rates toward benchmark levels for each account within the portfolio
- Work with Relationship Support Officers to maintain accurate client contact details, client insights and data in 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 customers behalf by communicating Employer feedback and information to ensure optimal level of service is provided
- Review and present KPI Reporting at regular Client Program Review meetings
- Document and minute client reviews & visitations in ERM
- Present lead and sales results against targets at Weekly Team Meeting
- Present portfolio sales results at Monthly Team Meeting
- Drive initiatives and constantly seek business improvements within the function to enhance customer service delivery.
**You will bring**:
- Experience with Account Management, Relationship Management or Project Management
- A Track record of achieving targets and high levels of customer engagement
- Knowledge and experience of CRMs essential
- Experience in contributing to the development of sales strategies and plans
- Tertiary qualifications in Sales, Marketing, Commerce or other business-related discipline desirable but not essential
**What we can offer you**:
- Our strong people-first culture
- Flexible/hybrid working to enhance your work/life balance
- Novated lease benefits and discounts
- 12 weeks Paid Parental leave and access to our Parents Portal
- Exempt Employee Share Plan
- Paid Income Protection Insurance under MMSG default Super plan
- Access to a broad range of learning and development programs
- Career break and volunteering leave
- Access to Employee Assistance Program and annual Flu vaccination
- Lifestyle Rewards program
As an employer who embraces Diversity, Equity & Inclusion, we hold a collective commitment to foster an environment where all differences are valued and respected. We encourage Aboriginal and Torres Strait Islander people, individuals from all backgrounds, including those caring for and living with disability to apply.
Job ID R6743
-
Relationship Manager
3 days ago
Greater Adelaide SA, Australia Westpac Banking Corporation Full timeRelationship Manager - Manage a diversified portfolio - Join a high performing commercial team located in Adelaide - Permanent full time opportunity **How will I help?** Westpac Commercial Banking supports Australian industry through a network of professional bankers, specialists and support teams, and we're committed to offering deep industry expertise to...
-
Relationship Manager
7 days ago
Greater Adelaide SA, Australia McMillan Shakespeare Full timeThe McMillan Shakespeare Group (MMS) is a trusted provider of salary packaging, novated leasing, disability plan management and support co-ordination, asset management and related financial products and services. From our origins in 1988 when we created Australia’s salary packaging industry to today, MMS has a proud history of innovation and exceptional...
-
Relationship Manager
2 days ago
Greater Adelaide SA, Australia BankSA Full timeOpportunity to join Bank SA’s high performing Property Finance Team - Managing a diversified portfolio of Property ClientsAdelaide CBD location with work flexibility **How will I help?** As a Relationship Manager your specific focus is for managing and developing a portfolio of medium to large property connections. With a particular focus on growing...
-
Relationship Manager
3 days ago
Greater Adelaide SA, Australia Westpac Full timeManage a diversified portfolio - Join a high performing commercial team located in AdelaidePermanent full time opportunity **How will I help?** Westpac Commercial Banking supports Australian industry through a network of professional bankers, specialists and support teams, and we’re committed to offering deep industry expertise to our commercial...
-
Relationship Manager
2 weeks ago
Greater Adelaide SA, Australia Chubb Full time**Your Role**: This role forms a critical part of Chubb Australia’s SME and Middle Market segment. You will be a ‘go-to’ person at Chubb, with responsibility for the development and execution of relevant distribution strategies. The Relationship Manager is responsible for generating new business and meeting production targets; by servicing an...
-
Relationship Manager
2 weeks ago
Greater Adelaide SA, Australia BankSA Full timeRelationship Manager opening in our BankSA Property Finance team - Specialist Property Development and Investment portfolioAdelaide CBD, with working flexibility **How will I help?** The Relationship Manager is responsible for managing and developing a portfolio of medium to large property connections with an average debt size of between $5M - $30M across...
-
Relationship Manager
2 weeks ago
Greater Adelaide SA, Australia BankSA Full timeCreate your best future and join BankSA as a Relationship Manager. **What’s the role?** You’ll be right at the centre of Adelaide’s business scene—partnering with ambitious companies and helping them take their next big leap. This is a full-time, permanent role based in the CBD, where you’ll build strong relationships, uncover opportunities, and...
-
Relationship Manager
2 days ago
Greater Adelaide SA, Australia Aussie Full time**Company Description** Lendi Group is the group born out of the merger of Aussie Home Loans and Lendi. As a Group we operate a multi-brand strategy across Aussie Home Loans and Lendi, pulling together a truly personalised home loans experience for the Australian audience that balances both human support and smart technology. We’re revolutionising the...
-
Client Relationship Consultant
3 hours ago
Adelaide CBD, Australia My Plan Manager Full time**About us** At My Plan Manager our vision is to create an inclusive Australia where everyone can have the opportunity to reach their full potential. We do this by offering individualised budget management, in meaningful and transparent ways, so that the initial complexities and ongoing responsibilities of being an NDIS participant doesn’t get in the way...
-
Business Relationship Manager
2 weeks ago
Greater Adelaide SA, Australia Plan Partners Full timeBusiness Relationship Manager Plan and Support Services (part of the McMillan Shakespeare Group) has rapidly grown to become one of Australia's leading experts in NDIS Plan Management and Support Coordination. To support of our rapid national growth we are offering opportunities to suitably experienced and passionate people to join our business, supporting...