Client Growth & Retention Manager

InfoTrack; Sydney; On-site; AUD 90,000 - 130,000; Full time

Job summary

InfoTrack is seeking a Client Relationship Manager to grow and retain our client base by strengthening relationships, boosting product adoption, and upselling solutions. You will engage with clients by phone, email and webinars to maximise value and deliver an outstanding customer experience.

You will lead product training, identify opportunities to upsell, monitor usage, and collaborate with internal teams to ensure client success in a fast-paced environment in Sydney and beyond.

Qualifications

• Experience in account management, customer success or sales.
• Proven track record of upselling, cross-selling and achieving sales targets.
• Exceptional communication, presentation and relationship-building skills.
• Strong organisational skills with the ability to manage multiple priorities.
• A proactive, resilient and self-motivated approach.
• Experience using CRM platforms such as Salesforce and the Microsoft Office Suite.
• Knowledge of the legal or conveyancing industry is advantageous but not essential.

Responsibilities

• Build trusted relationships with existing clients to drive retention and long-term loyalty.
• Deliver product training and education to increase client adoption and engagement.
• Identify opportunities to upsell and cross-sell InfoTrack products and services.
• Monitor client usage, proactively address risks, and minimise churn.
• Manage a high volume of outbound client activity (30+ calls per day).
• Partner with internal teams to deliver the best outcomes for clients.

Skills

account management

customer success or sales

upselling and cross-selling

communication and presentation

relationship-building

organisational skills

proactive-resilient-self-motivated

CRM platforms (Salesforce)

MS Office Suite

conveyancing knowledge (advantageous)

Job description

InfoTrack is seeking a Client Relationship Manager to grow and retain our client base by strengthening relationships, boosting product adoption, and upselling solutions. You will engage with clients by phone, email and webinars to maximise value and deliver an outstanding customer experience.

You will lead product training, identify opportunities to upsell, monitor usage, and collaborate with internal teams to ensure client success in a fast-paced environment in Sydney and beyond.