See yourself being part of a large, transformational change? This could be the role for you!
Who We Are:
At Iress, we believe technology should help people perform better every day. Since our beginning in 1993, people across financial services have trusted us to take their performance to the next level. From the world’s most established financial brands to new and disruptive players, we help improve every aspect of our clients’ businesses so that they can work better, every day. Iress is one of Australia’s largest technology companies and employs more than 2,300 people across Australia, United Kingdom, Africa, Canada, France, New Zealand and Asia.
The Role:
Accountable for organic growth and client retention, the account manager is responsible for building and maintaining relationships with existing clients and ensuring that clients are set up to get the most out of Iress’ products and services. This role oversees day-to-day relationships with clients and works with clients to cultivate future projects and qualify new opportunities.
What you will be doing:
Develop strong day-to-day relationships with clients to understand their overall strategy, challenges and priorities and where we can deliver solutions
Regular proactive client engagement in line with a structured account management plan
Achieve agreed monthly, quarterly, and annual revenue targets that incorporate client retention, and uplift from increased usage and the sale of additional solutions
Apply the Iress commercial ways of working in all activities including engaging with clients via our chosen methodology, process and tool-set
Manage commercial negotiations and ongoing revenue forecasting for clients
Responsible for managing revenue related client requests, ensuring all information to execute billing and licensing requests is prepared and authorised, and reviewing client invoices
Key contact point for clients for all new projects, feature requests and escalation of issues
Support the delivery of new and enhanced product features and propositions to the market by establishing clear adoption and account plans
Proactively educate clients on new release functionality or features and benefits this brings to their business
Contribute to Iress Community and encourage clients to access Iress Community as the primary source of information for our software
Work with clients to implement and ensure adoption of Iress products
Effectively articulate Iress roadmaps, enhancements and upgrades to clients and users at all levels. Manages upgrade processes where required
Is a point of escalation and information for client support teams and may be occasionally required to assist with support enquiries to ensure optimal client experience is maintained
Maintain, update and use global CRM with accuracy and timeliness, record all material client and prospect interactions, and maintain an up-to-date opportunity pipeline at all times
What you will need:
Previous experience as a Financial Planner or within the Wealth Management Industry
Xplan experience and knowledge is preferred but not essential
Excellent communication, relationship building and networking skills
Excellent analytical skills to evaluate the client, competitors, industry landscapes and make recommendations to drive profitability and gain market share
Strong influencing, negotiation, critical thinking and problem solving skills
Strong team working ability, able to effectively collaborate and coordinate with other Iress teams
The ability to effectively work under pressure and to targets, ensuring that excellent service is delivered at all times
Why Iress?
6 paid days per year to extend your weekends
State-of-the-art offices
Equity grants for our top 25% performers
Annual Profit Share when Iress meets its annual profit targets
Access to learning and development programs through Udemy
3 days’ leave per year for charity initiatives
Global 36-hour hackathon
Starting school leave - 8.5 days of leave to assist your kids with the transition to school
Discounted health insurance premiums
Up to 26 weeks’ paid parental leave for primary carers (up to 4 weeks for secondary carers), and the ability to work part-time when returning to work
