Account Executive
Core
Managing allocated customer accounts for Australian SMEs to drive revenue growth, platform adoption, and retention through strategic account management and sales.
Role type
Account Executive (B2B Sales & Account Management)
Builds
Shift Platform financial solutions (cashflow management, trade terms, lending products) for Australian SMEs
Domain
Financial Services / Fintech / SME Lending
Deliverable
client delivery
Required skills
B2B sales, account management, relationship building, customer success, pipeline management, financial services knowledge, problem-solving, time management
Preferred skills
Lending domain expertise, MS Office proficiency
Technologies
Salesforce CRM
Responsibilities
Manage relationships for allocated customers to drive revenue and retention; sell platform solutions to new and existing clients; conduct outreach to increase platform utilization; provide guidance and resolve customer queries; perform due diligence for new accounts; collaborate with operational teams to improve service processes.
Seniority
Individual Contributor, Mid-Senior Level
