Director overseeing outsourced accounting services for clients at CBIZ, a provider of professional services. Focused on revenue expansion and business planning.
About the role
- Account Manager building and maintaining client relationships for top enterprises in Australia. Identifying new business opportunities and upselling services to maximize client satisfaction and company profitability.
Responsibilities
- Serve as the primary point of contact for assigned client accounts.
- Build and maintain strong, trusted relationships with clients, key stakeholders, and decision-makers.
- Understand client needs and objectives to ensure timely and successful delivery of tailored solutions.
- Upsell relevant products and services to existing clients to enhance business value.
- Develop new business opportunities within existing accounts and identify areas for improvement.
- Forecast key account metrics and maintain accurate reporting on account status.
- Communicate progress on monthly and quarterly initiatives to both internal teams and external stakeholders.
- Prepare and deliver comprehensive reports on account performance and health.
- Work closely with the Sales Team to uncover and pursue growth opportunities.
- Proactively manage client requests, concerns, and escalations, ensuring resolution and satisfaction.
- Drive client and staff retention strategies to foster organic growth and long-term partnerships.
Requirements
- Minimum of 3 years of experience in account management, customer success, or a similar client-facing role.
- Strong background in project management; experience in recruitment is a plus.
- Proven ability to manage multiple accounts and projects simultaneously.
- Excellent communication, negotiation, and interpersonal skills.
- Strong analytical and problem-solving abilities.
- Comfortable with CRM tools and data reporting platforms.
Benefits
- Flexibility in work hours and location, with a focus on managing energy rather than time (Remote Jobs)
- Access to online learning platforms and a budget for professional development
- A collaborative, no-silos environment, encouraging learning and growth across teams
- A dynamic social culture with team lunches, social events, and opportunities for creative input
- Leave Benefits
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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