Senior Account Manager


Location: Brisbane

Job Type: Full time


See yourself being part of a large, transformational change? This could be the role for you!

At Iress, we make things happen

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. More than 10,000 businesses and 500,000 people use our software, from the world’s most iconic financial services brands to advice firms of all sizes, banks, insurers, investment managers, traders and brokers. Iress is one of Australia’s largest technology companies and employs more than 2,500 people across Australia, The United Kingdom, Africa, Canada, France, New Zealand and Asia.

Build your career at Iress!
Accountable for organic growth and client retention within our wealth management space, the Senior 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. The Senior Account Manager consults with other functions (including product support, client solutions and finance) to ensure mutual objectives are met.

Some of the awesome things you’ll be involved with:

  • 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 bring:

  • Strong commercial and business acumen.

  • Deep understanding and knowledge of Industry practices, business environment and technology requirements.

  • 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 work with us?

  • 8 additional paid days per year to extend your weekends

  • Flexible working from home arrangements

  • Equity grants for our top 25% performers

  • Generous cash bonus for every successful referral

  • Annual Profit Share when Iress meets its annual profit targets

  • Starting school leave - 8.5 days of leave to assist your children with the transition to school

  • 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

  • 3 days’ paid leave per year to participate in charity initiatives

  • Discounted health insurance premiums

  • Access to learning and development programs through Udemy

Employment Type


Time Type

Full time
You’ve got this!