Responsible for business development and client relationship management in healthcare finance. Engages with senior executives to offer tailored banking solutions and monitor portfolio risk.
About the role
- Account Manager managing a diverse portfolio in Australia and New Zealand. Focused on customer journey improvements, sales targets, and relationship building.
Responsibilities
- Proactive Account Management: Develop and execute strategic plans to maintain and securing the existing customer base, achieve sales targets, and grow the portfolio within the SMB segment.
- Sales Forecasting & CRM Management: Provide accurate and timely sales forecasting through effective use of CRM tools, ensuring data integrity and actionable insights.
- Relationship Building: Build and maintain strong relationships with key decision-makers and stakeholders, including executive and C-level contacts, to foster long-term partnerships.
- Cross-Functional Collaboration: Work closely with Professional Services, Marketing, and Product teams to align strategies and deliver a cohesive customer experience.
- Market Intelligence: Stay updated on industry trends and the competitive landscape to identify new business opportunities and inform strategic decisions.
- New Business Integration: Partner with the new business team to ensure smooth handover of accounts, enabling effective change management and early nurturing for rapid activation.
Requirements
- Proven experience in account management with a strong commercial focus.
- Demonstrated ability to meet or exceed sales targets consistently.
- Self-motivated and driven to succeed.
- Exceptional communication, negotiation, and interpersonal skills.
- Strong analytical and strategic thinking abilities.
- Ability to work independently and collaboratively within a team.
- Adaptable to changing environments, including SaaS, new products, and evolving client needs, with a creative approach to solutions.
- Knowledge of AML/CTF regulations in Australia or New Zealand (preferred but not essential).
- Proven ability to quickly build trust with prospects and internal stakeholders.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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