Relationship Manager | Senior Relationship Manager

Posted 10 Days Ago
Be an Early Applicant
2 Locations
Hybrid
Senior level
Information Technology • Software
The Role
Manage and grow financial-services client relationships for Iress, serving as a strategic adviser to decision makers. Responsibilities include developing account plans, supporting renewals, increasing product adoption, identifying expansion opportunities, forecasting revenue, coordinating internal teams, resolving client issues, and representing Iress at industry events. The role requires Xplan exposure, strong communication and negotiation skills, financial acumen, stakeholder influence, and experience delivering commercial outcomes.
Summary Generated by Built In
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 1993, financial-services businesses have trusted Iress to help them perform at their best. Today, more than 10,000 businesses and 500,000 people use our software - from global brands to advice firms, banks, insurers, investment managers, traders and brokers.


Iress is one of Australia’s largest technology companies, with more than 1,100 people across Australia, the UK, Africa, Canada, New Zealand and Asia. 


Ready to shape more than the next deal? 


We’re looking for an experienced and driven Relationship Manager and Senior Relationship Manager who know great partnerships are about more than keeping in touch, they’re about understanding what matters, finding the right solutions and making progress happen.


You’ll be a trusted partner to financial-services clients, connecting their goals with Iress products and expertise. You’ll strengthen product adoption, grow client relationships and uncover opportunities that create lasting value for clients and Iress, whether you’re taking ownership of a client portfolio or leading strategic partnerships.


Some of the amazing things you’ll be involved in


  • Build and maintain strong, trusted client relationships, becoming a strategic adviser to key decision makers.
  • Turn client insight into clear account plans, practical solutions and measurable outcomes.
  • Grow and retain your portfolio by supporting renewals, increasing product adoption and identifying opportunities for additional solutions.
  • Help clients get more from Iress products, including keeping them informed about new features and how these can benefit their business.
  • Bring the right people together across internal functions to deliver for clients, navigating complex needs and influencing adoption of new and enhanced solutions.
  • Keep a clear view of account performance, revenue opportunities and forecasts, leading client revenue forecasting at senior level.
  • Support a positive client experience by working through issues and bringing in the right expertise when needed.
  • Build your industry network and represent Iress with clients and at relevant events.

What you will bring


  • Prior exposure to Xplan will be key.
  • Experience in Saas or  financial services particularly Wealth, Advice, Superannuation or Mortgages is also ideal, but not essential.
  • A relationship-first approach with the confidence to engage, present and influence at different levels.
  • Strong communication, organisation and follow-through - you make things happen.
  • You can connect a client’s goals and challenges to practical opportunities. You’ll bring a strong record of delivering commercial outcomes, sound financial acumen and negotiation skills.
  • The ability to work collaboratively across teams, influence senior stakeholders and keep the client outcome in view.
  • Resilience, sound judgement and a willingness to improve how things are done.

Why work with us


  • Long weekend leave. 8 paid days per year to extend your weekend.
  • Annual Short-Term Incentive plan, subject to eligibility criteria. 
  • Hybrid working. 60% in the office, 40% your way.
  • iRefer Scheme. An opportunity to introduce friends, family & other connections to Iress. If they are successfully hired, you will receive a fantastic cash bonus.
  • Peer to peer recognition program. 
  • Up to 26 weeks paid parental leave for primary carers. Return from parental leave on reduced hours for four weeks at your full salary. 
  • Starting school leave. 8.5 days of leave to assist your children with the transition to school.
  • 3 days’ paid leave per year to participate in charity initiatives.
  • Access to our employee assistance program for you and members of your family. 
  • Discounted health insurance premiums.
  • Access to learning and development programs.

Iress is committed to fostering a welcoming and inclusive culture. We strongly believe that diversity is what makes our teams and our products succeed. Our people have different experiences, skills, perspectives and beliefs and everyone’s uniqueness is valued and celebrated.


Our hiring decisions are never based on sexual orientation, race, gender identity, religion, disability, citizenship, marital or family status and age. Even if you feel you don’t meet all of the requirements of the role, we would still like to hear from you!


We’re proud to be globally recognised as a WORK180 Endorsed Employer that promotes and supports all women in the workplace.


For more information about what we do, our people and values, please visit our website - https://www.iress.com/


#LI-Hybrid 



Employment TypeEmployee

Time TypeFull time

Skills Required

  • Prior exposure to Xplan
  • Experience in SaaS or financial services, particularly wealth, advice, superannuation, or mortgages
  • Strong relationship-building, communication, presentation, and influencing skills
  • Strong organization and follow-through
  • Ability to connect client goals and challenges to practical opportunities
  • Record of delivering commercial outcomes
  • Financial acumen and negotiation skills
  • Ability to collaborate across teams and influence senior stakeholders
  • Resilience and sound judgment
  • Willingness to improve processes and ways of working
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Melbourne, Victoria
2,000 Employees
Year Founded: 1993

What We Do

We're a global team of 2,300+ people building software that helps the financial services industry perform at its best. From the world's most iconic financial services brands to advice firms of all sizes, challenger banks, insurers, investment managers, traders and brokers, more than 10,000 businesses and half a million people use our software to help them perform better and deliver more. We operate across Asia Pacific, United Kingdom and Europe, North America and Africa. Follow or join the tech crew that's making it easier to love financial services.

Similar Jobs

EXANTE Logo EXANTE

Senior Relationship Manager

Fintech • Financial Services
In-Office or Remote
7 Locations

Square Logo Square

Enterprise Account Executive

eCommerce • Fintech • Hardware • Payments • Software • Financial Services
Remote or Hybrid
Melbourne, Victoria, AUS
12000 Employees

Hewlett Packard Enterprise Logo Hewlett Packard Enterprise

Advisory and Professional Services Delivery Manager, South Pacific

Artificial Intelligence • Cloud • Information Technology • Consulting
In-Office
Melbourne, Victoria, AUS
85422 Employees

CrowdStrike Logo CrowdStrike

Senior Security Engineer

Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Remote or Hybrid
7 Locations
11000 Employees

Similar Companies Hiring

Revel Thumbnail
Aerospace • Hardware • Robotics • Software
Marina Del Rey, California
70 Employees
Blee Thumbnail
Artificial Intelligence • Marketing Tech • Software
New York, New York
33 Employees
RapidScale Thumbnail
Cloud • Information Technology • Consulting
Raleigh, NC
600 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account