Account Manager

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 people across Australia, United Kingdom, South Africa, Canada, New Zealand and Asia.
Role Purpose

To ensure client retention by assisting clients to use the IRESS suite of products to maximum effectiveness for their business. Help clients in their understanding of IRESS suite of products and assist them to adopt systems by way of action plans and guidance. Increase licensing revenue and generate additional services revenue from existing clients to agreed targets and to cross-sell and upsell other solutions:

About you

You will hold strong knowledge of the financial services industry, with the ability to work on your own or as part of a team. A ‘client first’ approach will ensure that you build and maintain lasting relationships with your clients. You will be organised with the ability to adapt to changing priorities, always demonstrating attention to detail and accuracy. Previous experience in sales or negotiations will be advantageous.

To be successful in this role… 

• 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 a count 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.

• Effective management of time and the diary to ensure contact with all clients allocated to the AM for proactive account management at the frequencies agreed

• Maintain high levels of effective communication both internally and to clients

• Preparation of minutes and feedback on Client meetings and contacts

• Escalation of client issues to other departments for attention, where applicable, to ensure a prompt resolution and delivery of solutions

• Maintain relationships with internal stakeholders with the clients interest at the centre

• Provide feedback to the Product Management Team of clients’ needs for changes to the system

• Attend conferences, roadshows, user group meetings and seminars when needed

• Keep abreast of developments within the industry

• 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.

Why Work With Us?

• 25 days annual leave plus bank holidays

• 8 additional paid days per year to extend your weekends 

• Global opportunities

• State-of-the-art offices 

• Free on-site gym in our Cheltenham office open 24/7 

• New Short-Term Incentive and Recognition programs

• Casual dress, flexible work policy

• Access to various learning and development programs

• 3 days’ leave per year for charity initiatives

• Starting school leave - 8.5 days of leave to assist your kids 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

#LI-Hybrid

Employment TypeEmployee

Time TypeFull time