Client Account Manager

About the job

NR Planning Group is an independent wealth management firm advising families, business owners and retirees. We are backfilling a position after an internal move. Day to day you are the commercial contact for your customers: pricing, renewals, new orders and escalations. This role is fully remote within Australia. Few meetings, lots of written updates.

The job includes: identify upsell and cross-sell opportunities and work them through to close; maintain accurate account plans, contacts and opportunity stages in Salesforce; prepare quotes and pricing proposals in Salesforce CPQ.

Qualifications

2-4 years in account management, sales or another client-facing commercial role
Experience owning revenue targets for existing customers
Solid Excel skills for pricing and account analysis (VLOOKUP, pivot tables)
Bachelor's degree in business or a related field, or equivalent experience

Salary: $82,000 to $96,000 per annum

We offer superannuation on top of salary, 17.5% leave loading, above-award pay rates, employee assistance program and flexible hours.

You must have full working rights in Australia.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at NR Planning Group Pty Ltd.