Relationship Manager
Core
Own customer relationships end-to-end, act as a strategic advisor to solve challenges, and drive growth in the accounting and financial services space.
Role type
Senior Account Manager (Relationship Manager)
Builds
Intelligent SaaS solutions for self-managed superannuation and complex compliance requirements
Domain
Financial Services / Accounting / Superannuation
Deliverable
client delivery
Required skills
consultative selling, stakeholder management, strategic thinking, data analytics, CRM proficiency, conflict resolution, product mapping
Preferred skills
industry expertise in super/trust/compliance, cross-functional project leadership
Responsibilities
manage multiple stakeholders and navigate complex deals, conduct product demonstrations, align product capabilities to customer KPIs, close deals and identify upsell opportunities, conduct regular check-ins to drive feature adoption, use analytics to forecast pipeline and inform strategy
Seniority
Mid-to-Senior, hands-on IC
