Client Relationship 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

As a Client Relationship Manager, you'll be responsible for growing and retaining InfoTrack's existing client base by building strong relationships, increasing product adoption, and identifying opportunities to upsell and cross-sell our solutions. You'll work proactively with clients through phone, email and webinars, ensuring they maximise the value of InfoTrack while delivering an outstanding customer experience.

About you

You'll be a relationship-focused sales professional who enjoys helping customers succeed while achieving commercial outcomes. You're organised, proactive and thrive in a fast-paced environment.

Key Roles and 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, Knowledge and Experience:

• Experience in account management, customer success or sales.
• A 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.

The Rewards and Culture

We’re proud of our culture and deeply value the experience of every team member. When you join us, you’re not just taking on a job, you’re joining a company that invests in your growth, well-being, and success. We have created a culture that provides our people with platforms to share their ideas so we can shape the future of our products.

What We Offer:

Personal Development

We have a rich history of providing people with growth opportunities throughout their InfoTrack journey. We provide our people with professional development plans, technical training, leadership programs, and clear career progression opportunities.

Reward & Recognition

We have a culture of recognising the contributions of our people and rewarding them for their impact. We have various formal recognition programs as well as access to our employee share scheme. We put an emphasis on staff happiness, so we have a well-stocked snack cupboard, weekly catered lunches, free breakfast every morning and locally based social committees that drive events for each office including a Table Tennis competition.

Health & Wellbeing

We care about our people’s well-being and that is why we offer a range of benefits including fully covered gym memberships, monthly in-house massages, progressive leave policies and access to an Employee Assistance Program.

Join a company that puts people first, where your contributions are valued, and your potential is supported every step of the way. or message us directly to find out more!

At InfoTrack we are a diverse workforce and we’re proud to be an equal opportunity employer. We believe our differences make us stronger. We therefor encourage applications from Aboriginal and Torres Strait Islander people and people of all cultures, abilities, sex, and genders.