Hybrid Senior Relationship Manager – SaaS & Finance

Iress; Sydney; Hybrid; AUD 120,000 - 180,000; Full time

Benefits offered by this job

Hybrid working

Long weekend leave

Annual incentive plan

Parental leave

Job summary

Iress is seeking an experienced Relationship Manager/Senior Relationship Manager to partner with financial-services clients and connect their goals with Iress products and expertise. You’ll strengthen client relationships, grow adoption, and uncover opportunities that create lasting value for clients and Iress.

You may lead a client portfolio or strategic partnerships, delivering measurable outcomes and forecasting revenue.

Qualifications

• Prior exposure to Xplan will be key.
• Experience in SaaS or financial services particularly Wealth, Advice, Superannuation or Mortgages is ideal.
• Relationship-first approach with the confidence to engage, present and influence at different levels.
• Strong communication, organisation and follow-through - you make things happen.
• You can connect a client’s goals and challenges to practical opportunities.
• You’ll bring a strong record of delivering commercial outcomes, sound financial acumen and negotiation skills.
• The ability to work collaboratively across teams, influence senior stakeholders and keep the client outcome in view.
• Resilience, sound judgement and a willingness to improve how things are done.

Responsibilities

• Build and maintain strong, trusted client relationships, becoming a strategic adviser to key decision makers.
• Turn client insight into clear account plans, practical solutions and measurable outcomes.
• Grow and retain your portfolio by supporting renewals, increasing product adoption and identifying opportunities for additional solutions.
• Help clients get more from Iress products, including keeping them informed about new features and how these can benefit their business.
• Bring the right people together across internal functions to deliver for clients, navigating complex needs and influencing adoption of new and enhanced solutions.
• Keep a clear view of account performance, revenue opportunities and forecasts, leading client revenue forecasting at senior level.
• Support a positive client experience by working through issues and bringing in the right expertise when needed.
• Build your industry network and represent Iress with clients and at relevant events.

Skills

Relationship management

Communication

Stakeholder engagement

Strategic thinking

Education

Bachelor's degree in a related field

Tools

Xplan

Job description

Iress is seeking an experienced Relationship Manager/Senior Relationship Manager to partner with financial-services clients and connect their goals with Iress products and expertise. You’ll strengthen client relationships, grow adoption, and uncover opportunities that create lasting value for clients and Iress.

You may lead a client portfolio or strategic partnerships, delivering measurable outcomes and forecasting revenue.