
Relationship Manager
1 week ago
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 2,000 people across Australia, The United Kingdom, Africa, Canada, France, New Zealand and Asia.
Build your career at Iress
A Relationship Manager at Iress plays a crucial role in managing and nurturing client relationships with our Buyside clients to drive business growth and customer satisfaction. The purpose of this role typically includes but not limited to the following responsibilities:
- Client Engagement and Retention: Building and maintaining strong, long-lasting relationships with Iress Buyside clients by understanding their needs and ensuring high levels of customer satisfaction.- Key Contact Point: Acting as the main point of contact for a subset of Iress Buyside clients, addressing their queries and concerns, and providing efficient resolution to issues to enhance the customer experience.- Sales and Business Development: Identifying new business opportunities, cross-selling and upselling Iress products and services.- Product Knowledge: Gaining in-depth knowledge of the Iress suite of products and services to effectively communicate their benefits and features to clients.- Product and Service Feedback and Improvement: Gathering Buyside client feedback to identify areas for improvement, advocating for customer needs within the company, and contributing to the development of new products / features.- Market Analysis: Keeping abreast of industry trends, market conditions, and competitor activities.- Collaboration: Working closely with other departments, such as marketing, product development, product support, professional services and finance to ensure a cohesive approach to client management and to drive overall business objectives
Some of the awesome things you’ll be involved with:
- Develop strong day-to-day relationships with clients to understand their overall strategy, challenges and priorities and where we can deliver solutions.- Regular 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.- Proven track record within an Account Management / Relationship Management role.- Strong commercial and business acumen.- Deep understanding and knowledge of Buyside Industry practices, business environment and technology requirements.- 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 ch
-
Relationship Manager
7 days ago
Sydney, Australia Wellington Management Full timeAbout Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that...
-
Relationship Manager
4 days ago
Sydney, New South Wales, Australia beBeeRelationship Full time $90,000 - $110,000Client Relationship Expert WantedWe are seeking a skilled professional to develop and maintain strong relationships with high-net-worth clients.The ideal candidate will have experience in relationship management, a proven track record of working towards targets and KPIs, and exceptional customer service skills.Key ResponsibilitiesDevelop and maintain...
-
Relationship Manager
7 days ago
Sydney, Australia NSW Australian Museum Full time**Relationship Manager** **Join us at the Australian Museum and help us achieve our Mission to ignite wonder, inspire debate and drive change** **About the Role** Enthusiastic with a love of learning, the Relationship Manager will develop and steward a portfolio of donors with a focus on securing gifts of $10K+ with a particular focus on building an...
-
Relationship Manager
3 weeks ago
Sydney, New South Wales, Australia Concentric Full timeJoin to apply for the Relationship Manager - NSW role at Concentric1 week ago Be among the first 25 applicantsJoin to apply for the Relationship Manager - NSW role at ConcentricGet AI-powered advice on this job and more exclusive features.About UsConcentric is a National Allied Health organisation on an exciting growth journey — and we're just getting...
-
Relationship Manager
1 week ago
Sydney, Australia Universal Business Team Full timeThe Company Icare Medical Group are a progressive, people-focused global family-owned Business who are very proud of being one of Australia's fastest growing leaders in the Healthcare industry. They pride themselves on their innovative and bespoke bedding and care products to ensure patients are getting a high level of comfort and care every day, and their...
-
Relationship Manager
4 weeks ago
Sydney, New South Wales, Australia Hatch Full timeJoin to apply for the Relationship Manager (Consumer Lending) role at Hatch3 days ago Be among the first 25 applicantsJoin to apply for the Relationship Manager (Consumer Lending) role at HatchGet AI-powered advice on this job and more exclusive features.This is a Relationship Manager (Consumer Lending) role with Wisr based in Sydney, NSW, AUWisr --Role...
-
Relationship Manager
4 weeks ago
Sydney, New South Wales, Australia Hatch Full timeJoin to apply for the Relationship Manager (Consumer Lending) role at Hatch3 days ago Be among the first 25 applicantsJoin to apply for the Relationship Manager (Consumer Lending) role at HatchGet AI-powered advice on this job and more exclusive features.This is a Relationship Manager (Consumer Lending) role with Wisr based in Sydney, NSW, AUWisr --Role...
-
Relationship Manager
4 days ago
Sydney, New South Wales, Australia Australian Gift & Homewares Association (AGHA) Full timeRelationship Manager - Reconnect, Support & Strengthen Industry RelationshipsRelationship Manager - Reconnect, Support & Strengthen Industry Relationships1 day ago Be among the first 25 applicantsThe Australian Gift & Homewares Association (AGHA) is the peak industry body supporting thousands of businesses each year, with all profits reinvested into the...
-
Relationship Manager
2 weeks ago
Sydney, New South Wales, Australia Avant Mutual Full timeRelationship Manager - Residential Lending Join to apply for the Relationship Manager - Residential Lending role at Avant Mutual Relationship Manager - Residential Lending1 day ago Be among the first 25 applicants Join to apply for the Relationship Manager - Residential Lending role at Avant Mutual Get AI-powered advice on this job and more exclusive...
-
Relationship Manager
4 weeks ago
Sydney, New South Wales, Australia Iress Full timeJoin to apply for the Relationship Manager role at Iress 5 days ago Be among the first 25 applicants Join to apply for the Relationship Manager role at Iress Get AI-powered advice on this job and more exclusive features.See yourself being part of a large, transformational change? This could be the role for youAt Iress, we make things happen We believe...