Relationship Manager | Senior Relationship Manager

Iress Limited; 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

See yourself being part of a large, transformational change? This could be the role for you! At Iress, we make things happen We believe technology should help people perform better every day. Since 1993, financial-services businesses have trusted Iress to help them perform at their best. Today, more than 10,000 businesses and 500,000 people use our software - from global brands to advice firms, banks, insurers, investment managers, traders and brokers. Iress is one of Australia’s largest technology companies, with more than 1,100 people across Australia, the UK, Africa, Canada, New Zealand and Asia.

Ready to shape more than the next deal? We’re looking for an experienced and driven Relationship Manager and Senior Relationship Manager who know great partnerships are about more than keeping in touch, they’re about understanding what matters, finding the right solutions and making progress happen.

You’ll be a trusted partner to financial-services clients, connecting their goals with Iress products and expertise. You’ll strengthen product adoption, grow client relationships and uncover opportunities that create lasting value for clients and Iress, whether you’re taking ownership of a client portfolio or leading strategic partnerships. Some of the amazing things you’ll be involved in 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.

What you will bring

• Prior exposure to Xplan will be key.
• Experience in Saas or financial services particularly Wealth, Advice, Superannuation or Mortgages is also ideal, but not essential.
• A 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.

Why work with us

• Long weekend leave. 8 paid days per year to extend your weekend.
• Annual Short-Term Incentive plan, subject to eligibility criteria.
• Hybrid working. 60% in the office, 40% your way.
• iRefer Scheme. An opportunity to introduce friends, family & other connections to Iress. If they are successfully hired, you will receive a fantastic cash bonus.
• Peer to peer recognition program.
• Up to 26 weeks paid parental leave for primary carers.
• Return from parental leave on reduced hours for four weeks at your full salary.
• Starting school leave. 8.5 days of leave to assist your children with the transition to school.
• 3 days’ paid leave per year to participate in charity initiatives.
• Access to our employee assistance program for you and members of your family.
• Discounted health insurance premiums.
• Access to learning and development programs.

Iress is committed to fostering a welcoming and inclusive culture. We strongly believe that diversity is what makes our teams and our products succeed. Our people have different experiences, skills, perspectives and beliefs and everyone’s uniqueness is valued and celebrated. Our hiring decisions are never based on sexual orientation, race, gender identity, religion, disability, citizenship, marital or family status and age. Even if you feel you don’t meet all of the requirements of the role, we would still like to hear from you! We’re proud to be globally recognised as a WORK180 Endorsed Employer that promotes and supports all women in the workplace.

For more information about what we do, our people and values, please visit our website - https://www.iress.com/ #LI-Hybrid Employment Type Employee Time Type Full time Get in touch Any questions? Contact the Iress recruitment team at: [e-mail]