Account Executive

Shift Financial Pty; Australia; Hybrid; AUD 70,000 - 110,000; Full time

Benefits offered by this job

Flexible working environment

Parental leave

Office spaces in Australia

Wellbeing programs

Job summary

Shift Financial Pty in Australia is seeking an Account Executive to manage allocated customer accounts and grow revenue within the Direct channel, partnering with customers to identify solutions for growth. You will own relationships, drive platform adoption, and upsell Shift Platform solutions, using Salesforce CRM to manage accounts and collaborate with cross-functional teams.

The role requires strong relationship, communication, and problem-solving skills with experience in financial

Qualifications

• Developed interpersonal skills to enable effective relationship building.
• Ability to anticipate customer needs and match with appropriate Shift solutions.
• Strong phone management skills.
• Active listening skills.
• Effective communication skills.
• Ability to multi-task and manage time effectively.
• Strong problem-solving skills.
• Demonstrated relationship management/sales experience in a professional services setting.
• Proven experience successfully managing a pipeline of existing customers and potential leads.
• Proven customer support/representative experience.
• Strong understanding of financial services (ideally lending) highly regarded.
• Proficient with MS Office.

Responsibilities

• Actively own and manage the relationship for allocated Shift customers through strategic and effective account management practices, customer service, and general curious outreach.
• Work with customers to understand their business needs and strategies, helping customers recognise how the Shift solutions can help accelerate their business.
• Sell Shift Platform solutions to prospective clients using solid arguments backed by the Shift sales approach.
• Conduct ongoing outreach to allocated customer portfolio to support increased platform utilisation, promotion and retention.
• Provide guidance to customers on service, platform, and general queries.
• Respond to and problem-solve customer queries via email and phone.
• Complete due diligence associated with the establishment of new accounts and ongoing management of existing accounts.
• Collaborate with team to inform development of effective and efficient processes related to the delivery of exceptional customer service and customer management.
• Collaborate with other operational teams across the Shift business to manage the needs and challenges of your customer portfolio.
• Use Salesforce CRM to enter and manage customer account information.

Skills

Interpersonal skills

Relationship management

Active listening

Strong communication

Phone management

Multitasking

Problem solving

Sales experience

Pipeline management

Customer support experience

Financial services knowledge

MS Office

Education

Business or finance degree beneficial

Tools

Salesforce CRM

MS Office

Job description

Who is Shift?
At Shift, we're business specialists dedicated to helping Australian SMEs take control of their cashflow, streamline trade terms and choose the right financial products.
We believe Australian businesses are the driving force behind our economy and are core to our communities. That's why our business expertise, focus on relationships, and market-leading technology is at the core of everything we do. We've helped solve the credit and payment pain points for more than 30,000 businesses, providing over $6 billion in aggregate funding.
Our unique approach to product innovation combined with our collaborative culture means you can build your career in a supportive environment. You'll be joining a diverse team of over 300 people who are always looking to deliver better outcomes for Australian businesses.

About the role:

Using developed and proven personalised sales techniques, this role oversees full management of allocated customer account management responsibilities. The incumbent of the role is responsible for acquiring additional revenue streams from the existing allocated Shift customer portfolio, as well as bringing on new customers within the 'Direct' customer channel who can benefit from the Shift platform offerings. The Account Executive role works closely with customers to determine and explore potential solutions through the anticipation of the customer's business growth needs.

Main Duties & Responsibilities:

• Actively own and manage the relationship for allocated Shift customers through strategic and effective account management practices, customer service, and general curious outreach

• Work with customers to understand their business needs and strategies, helping customers recognise how the Shift solutions can help accelerate their business

• Sell Shift Platform solutions to prospective clients using solid arguments backed by the Shift sales approach

• Conduct ongoing outreach to allocated customer portfolio to support increased platform utilisation, promotion and retention

• Provide guidance to customers on service, platform, and general queries

• Respond to and problem-solve customer queries via email and phone

• Complete due diligence associated with the establishment of new accounts and ongoing management of existing accounts

• Collaborate with team to inform development of effective and efficient processes related to the delivery of exceptional customer service and customer management

• Collaborate with other operational teams across the Shift business to manage the needs and challenges of your customer portfolio

• Use Salesforce CRM to enter and manage customer account information

Skills & Experience:

• Developed interpersonal skills to enable effective relationship building

• Ability to anticipate customer needs and match with appropriate Shift solutions

• Strong phone management skills

• Active listening skills

• Effective communication skills

• Ability to multi-task and manage time effectively

• Strong problem-solving skills

• Demonstrated relationship management/sales experience in a professional services setting

• Proven experience successfully managing a pipeline of existing customers and potential leads

• Proven customer support/representative experience

• Strong understanding of financial services (ideally lending) highly regarded

• Proficient with MS Office

Qualifications:

• A business or finance degree is beneficial but not essential

Key benefits:

• Collaborative teams – a flat structure means everyone can learn from colleagues and senior leaders around the business.

• Be involved – come together with all of your colleagues every 100 days to share the product and technology roadmap and business strategy.

• Flexible working environment – we're headquartered in North Sydney with state-based workplaces and offer a flexible work policy.

• Family support – industry leading 26 weeks paid parental leave.

• Purpose built spaces within our office – designed for collaboration, brainstorming, socialising, and focused work.

• Range of benefits supporting your physical, psychological and financial wellbeing. From a day off on your birthday to excellent end of trip facilities.