
Account Manager
1 day ago
Leading Fintech
- Join during an exciting period of growth and transformation
- Relationship and value-add focused
**Data Action (DA)** has over 30 years’ experience as a specialist software and services provider to the alternate banking and financial services industry. Operating nationally and servicing a broad client base including customer owned banks, credit unions, neobanks and financial services membership organisations, DA’s focus of supporting the financial wellbeing of Australians is echoed through our values:
- No goldfish - Go beyond your bowl, share knowledge, stay curious and keep learning.
- Fail forward - Learn from mistakes and keep moving forward.
- Cheer loudly - Be proud of the team’s results and celebrate successes.
- Own it - Throw yourself in and own your work, taking responsibility until the end.
- Think Client - Put yourself in our Client's shoes - consider the impact for their customers and deliver.
DA has evolved to become a provider of core banking and digital platforms and services to some of Australia’s leading customer-owned, challenger banks, aggregators, and the financial services industry, aligned with our purpose - powering innovation in banking.
DA operates nationally with close to 300 staff based in Adelaide, Sydney, Melbourne, and Brisbane - enhancing the banking experience of more than 1.43 million Australians via its core banking and digital platforms, powering customer transactions across 3.2 million accounts every day.
**About the Role**:
In alignment with our customer centric approach the Account Manager is primarily responsible for owning and developing the client engagement program for their nominated group of clients with the goal of deepening the existing relationship. The client engagement program incorporates delivery of DA’s business objectives, strong client sentiment and executing retention and attraction strategies by championing the overall customer experience.
The Account Managers represents DA in all interactions with our customers, developing and maintaining strong and trusting relationships by capturing and understanding their business needs and technical challenges, whilst meeting DA’s service obligations. This will see you conducting regular client meetings, collaborative client forums and escalating production concerns where required; developing, owning and executing an account plan to deliver extraordinary outcomes for the client; including the design, implementation and ownership of the pipeline and service activities for clients.
We place the customer at the centre of everything we do, we value diversity, having fun, professional career development and supporting a strong work life balance. If this is you, we would love to hear from you and learning how you can take our customer engagement to new horizons in one of Australia’s most exciting and trusted banking technology companies.
**You will be responsible for**:
- The delivery of the DA’s Account Management and Growth Strategy as applicable to a nominated group of clients to achieve business objectives, strong client sentiment, performance targets, execute retention and attraction strategies by championing the overall customer experience.
- Ownership of the Annual Account Management Plan for a nominated group of clients.
- Review existing product markets regularly for new functionality selling opportunities.
- Conduct regular client relationship meetings to capture client imperatives, business needs, change request, request for work & escalate production concerns for follow up.
- Lead consultative selling approach to capture customer needs, business chain analysis and shaping into quantifiable and measurable vision for an end to end solution.
- Negotiate with internal teams for client demand pipeline with current work queues.
- Own Account Management process, tools, templates, pipeline, metrics and performance
**What You'll Need to Succeed**:
- Minimum of 4+ years’ experience in Account Management, Business Advisory, Information Technology, Consulting or Solution Sales role with demonstrated success.
- Experience in building and forging trusted advisor status in client relationships.
- Account Management leadership experience in developing Growth Strategies, Delivering Targets, Leading Teams and Client Sentiment.
- Demonstrated skills, knowledge and experience in the assessment of Proposal, Scope of Work, Business Case responses and presenting technology solutions.
- Proven experience in business value chain analysis in solving end to end customer solutions.
DA understands the importance of having quality people in our business and provides unique opportunities for the right people to become an integral part of our team. We offer avenues for professional development and career progression for committed individuals.
If this sounds like you, we’d love to hear from you Please be sure to combine a **covering letter** addressing the key criteria set out above as th
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