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.
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