Relationship Manager Gift In Wills

The Salvation Army Australia; Sydney; On-site; AUD 90,000 - 120,000; Full time

Benefits offered by this job

Employee share scheme

Catered lunches

Free breakfast

Gym membership

Table Tennis

Job summary

InfoTrack is seeking a Client Relationship Manager in Sydney to grow and retain our existing client base by strengthening relationships and driving product adoption.

You will engage clients via phone, email and webinars, identify upsell opportunities, and partner with internal teams to deliver outstanding outcomes while minimising churn. This role suits a proactive sales professional thriving in a fast-paced environment. A strong track record in account management and CRM proficiency is required.

Qualifications

• Experience in account management, customer success or sales.
• Proven record of upselling and achieving targets.
• Excellent communication and relationship-building skills.

Responsibilities

• Build trusted relationships with existing clients to drive retention.
• Deliver product training to increase adoption and engagement.
• Identify opportunities to upsell and cross-sell InfoTrack products.
• Monitor client usage, address risks, and minimise churn.
• Manage a high volume of outbound client activity.
• Partner with internal teams to deliver optimal client outcomes.

Skills

Relationship management

Upselling & cross-selling

Communication skills

Organizational skills

Self-motivated

CRM proficiency

Tools

Salesforce

Microsoft Office

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 – professional development plans, technical training, leadership programs, and clear career progression opportunities.
• Reward & Recognition – formal recognition programs and access to employee share scheme; well‑stocked snack cupboard, weekly catered lunches, free breakfast every morning and local social committees with activities such as Table Tennis competition.
• Health & Wellbeing – fully covered gym memberships, monthly in‑house massages, progressive leave policies and access to an Employee Assistance Program.

Equal Opportunity Statement

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