Community Lending Pro: Mobile Relationship Manager

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

Benefits offered by this job

Gym memberships (fully covered)

Monthly in-house massages

Progressive leave policies

Employee assistance program

Snack cupboard and catered lunches

Free breakfast

Job summary

InfoTrack is seeking a mobile Relationship Manager to grow its client base in Sydney. You will nurture existing relationships, drive product adoption and identify opportunities to upsell and cross-sell across the service portfolio.

You will work closely with clients via calls, emails and webinars, ensuring maximum value and an outstanding customer experience while achieving commercial outcomes.

Qualifications

• Proven track record in account management and expanding revenue.
• Experience upselling and cross-selling to senior client stakeholders.
• Strong communication, presentation and relationship-building skills.
• Organised, proactive and able to manage multiple priorities.
• Salesforce (CRM) familiarity and proficient with Office tools.
• Industry knowledge in legal or conveyancing is advantageous.

Responsibilities

• Own account plans and present solution-based selling to new and existing customers.
• Develop and maintain plans for priority clients with growth actions.
• Build relationships across levels to understand business needs.
• Uncover opportunities and expand usage of services across teams.
• Maintain pipeline and forecast accurately in Salesforce.
• Lead commercial offers and contract negotiations to drive revenue.

Skills

Account management

Upselling

Cross-selling

Relationship building

Sales targeting

Presentation skills

CRM proficiency

Communication

Organisational skills

Self-motivated

Salesforce

Microsoft Office

Tools

Salesforce

Microsoft Office

Job description

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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 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.

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 therefore encourage applications from Aboriginal and Torres Strait Islander people and people of all cultures, abilities, sex, and genders.

If you know someone who would be a strong match for this role, we’d love to meet them! Please share this link so they can apply directly.

To be eligible for the referral bonus, make sure you email P& or with the candidate’s name before they submit their application.

The role
You will prospect in a huge market through a combination of outbound calling, face to face/Virtual meetings and networking events, build relationships with people at all levels and collaborate on how we can support their strategy with our range of end to end services. With a strong value proposition and a lot of opportunity to work with, this is a brilliant opportunity to work in an exciting industry that has seen significant growth despite the current climate and will only continue to grow.

Responsibilities

• Own account planning and present solution-based selling to new and existing customers
• Develop and maintain account plans for priority clients, documenting growth strategies, key stakeholders, opportunities and actions
• Build strong relationships with clients across multiple levels and functions, becoming a trusted point of contact and understanding their business needs, challenges and strategic priorities
• Uncover new business opportunities and fill the sales funnel with strategically aligned prospects, including increasing usage, expanding into new teams and cross‑selling relevant service lines
• Prioritise a list of accounts/prospects for short and long‑term pursuit to achieve assigned sales objectives
• Create and execute client engagement plans, conducting regular meetings, account reviews and value‑adding interactions
• Pitch prospects and utilise industry contacts and partners
• Identify customer business needs, challenges and technical requirements and map these to Law In Order solutions
• Lead and drive the coordinated sales pitch delivery with the extended sales team and engage Law In Order's advisory and experts
• Work collaboratively with service line sales, marketing, operations and subject matter experts to develop opportunities and deliver exceptional client outcomes
• Monitor relevant client, industry and market developments to identify opportunities and mitigate potential risks
• Maintain an active opportunity pipeline and monitor and maintain the status of opportunities in the Salesforce (CRM) system, following the principles of forecasting
• Ensure accurate account, contact, activity and opportunity information is maintained in Salesforce (CRM)
• Seek client feedback, address concerns proactively and coordinate the resolution of service issues to support client retention and satisfaction
• Lead the commercial offer and contract negotiations to drive revenue
• Own revenue performance within the allocated portfolio and contribute to achieving or exceeding growth targets

Who we are looking for
We are looking for a proven, self‑starting individual who loves bringing in new business. You will be experienced in meeting and exceeding revenue targets through consistent sales strategies and forecasting practices.

In return, you will have the opportunity to work in an interesting, high‑growth industry and be rewarded for building and owning strong client relationships.

Experience

• Prior Sales and Business Development experience with a direct customer service focus – essential
• Positive attitude and hunter mentality
• Ability to work in a high pressure, customer facing role
• Proven track record in Solution Sales / value‑based selling – essential
• Strong negotiation skills and the aptitude to partner with all levels of the business
• A background in selling SaaS solutions – ideal
• Prior experience in Salesforce (or similar) CRM software system - ideal
• A strong network in Queensland based legal teams - ideal

What we will offer you
This is a genuine opportunity for an experienced sales professional who is passionate about working for a values‑based Company that offers leading edge solutions.

In return, you will be rewarded, be part of a national Sales team with common goals and have the opportunity to develop and grow your career further.

Being a part of the Law In Order Team means you will be provided with:

• Ongoing training and development, we are strong advocates for growing our people who want to learn new skills or move up within our Company!
• Corporate employee discounts and offers
• Employee reward and recognition program
• Extra days of leave including for your Birthday and a Lifestyle & Wellbeing Day
• A supportive and friendly team environment

We encourage applications from Aboriginal and Torres Strait Islander candidates. In the spirit of reconciliation Law In Order acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to elders past, present and emerging and extend that respect to all Aboriginal and Torres Strait Islander peoples today.

If you require any adjustments to participate in our recruitment process, please let us know in your application. External recruitment company support is not required at this stage.

To be eligible for this role, you must have full working rights to apply for this role. You will also be required to undergo pre‑employment checks including a national Police check.

If you are interested in joining our team, please apply – we would love to hear from you.