Senior Relationship Manager – FinTech SaaS (Hybrid)

Iress

Melbourne

Hybrid

AUD 120,000 - 180,000

Full time

9 days ago

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Benefits offered by this job

Long weekend leave
Annual Short-Term Incentive plan
Hybrid working
iRefer cash bonus for referrals
Peer to peer recognition program
Up to 26 weeks parental leave
Starting school leave
Charity leave (3 days)
Employee assistance program
Discounted health insurance premiums
Learning and development programs

Job summary

Iress is seeking an experienced Relationship Manager to lead strategic partnerships with financial-services clients. You will connect client goals with Iress products, drive adoption, and grow revenue across a portfolio, balancing stakeholder needs with practical, measurable outcomes.

You’ll engage senior decision makers, collaborate across teams, and represent Iress at events while building your industry network. Hybrid work model and strong incentives are offered.

Qualifications

  • Experience in SaaS or financial services, especially Wealth, Advice, Superannuation or Mortgages.
  • Prior exposure to Xplan will be key.
  • A relationship‑first approach with the confidence to engage, present and influence at different levels.
  • Strong communication, organisation and follow‑through to deliver outcomes.
  • Ability to connect client goals with practical opportunities and commercial results.
  • Ability to work collaboratively across teams and influence senior stakeholders.

Responsibilities

  • Build and maintain strong, trusted client relationships as a strategic adviser.
  • Turn client insight into account plans and measurable outcomes.
  • Grow and retain your portfolio by supporting renewals and expanding adoption.
  • Help clients get more from Iress products and keep them informed about features.
  • Lead client revenue forecasting at senior levels.
  • Represent Iress at events and build your industry network.

Skills

Relationship-first
Strong communication
Stakeholder influence
Client goal mapping
Collaboration across teams
Xplan experience

Job description

Iress is seeking an experienced Relationship Manager to lead strategic partnerships with financial-services clients. You will connect client goals with Iress products, drive adoption, and grow revenue across a portfolio, balancing stakeholder needs with practical, measurable outcomes.

You’ll engage senior decision makers, collaborate across teams, and represent Iress at events while building your industry network. Hybrid work model and strong incentives are offered.

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