Strategic Account Executive - SME Growth & Solutions

Shift Financial Pty; Australia; Hybrid; AUD 70,000 - 110,000; Full time

Benefits offered by this job

Flexible working environment

Parental leave

Office spaces in Australia

Wellbeing programs

Job summary

Shift Financial Pty in Australia is seeking an Account Executive to manage allocated customer accounts and grow revenue within the Direct channel, partnering with customers to identify solutions for growth. You will own relationships, drive platform adoption, and upsell Shift Platform solutions, using Salesforce CRM to manage accounts and collaborate with cross-functional teams.

The role requires strong relationship, communication, and problem-solving skills with experience in financial

Qualifications

• Developed interpersonal skills to enable effective relationship building.
• Ability to anticipate customer needs and match with appropriate Shift solutions.
• Strong phone management skills.
• Active listening skills.
• Effective communication skills.
• Ability to multi-task and manage time effectively.
• Strong problem-solving skills.
• Demonstrated relationship management/sales experience in a professional services setting.
• Proven experience successfully managing a pipeline of existing customers and potential leads.
• Proven customer support/representative experience.
• Strong understanding of financial services (ideally lending) highly regarded.
• Proficient with MS Office.

Responsibilities

• Actively own and manage the relationship for allocated Shift customers through strategic and effective account management practices, customer service, and general curious outreach.
• Work with customers to understand their business needs and strategies, helping customers recognise how the Shift solutions can help accelerate their business.
• Sell Shift Platform solutions to prospective clients using solid arguments backed by the Shift sales approach.
• Conduct ongoing outreach to allocated customer portfolio to support increased platform utilisation, promotion and retention.
• Provide guidance to customers on service, platform, and general queries.
• Respond to and problem-solve customer queries via email and phone.
• Complete due diligence associated with the establishment of new accounts and ongoing management of existing accounts.
• Collaborate with team to inform development of effective and efficient processes related to the delivery of exceptional customer service and customer management.
• Collaborate with other operational teams across the Shift business to manage the needs and challenges of your customer portfolio.
• Use Salesforce CRM to enter and manage customer account information.

Skills

Interpersonal skills

Relationship management

Active listening

Strong communication

Phone management

Multitasking

Problem solving

Sales experience

Pipeline management

Customer support experience

Financial services knowledge

MS Office

Education

Business or finance degree beneficial

Tools

Salesforce CRM

MS Office

Job description

Shift Financial Pty in Australia is seeking an Account Executive to manage allocated customer accounts and grow revenue within the Direct channel, partnering with customers to identify solutions for growth. You will own relationships, drive platform adoption, and upsell Shift Platform solutions, using Salesforce CRM to manage accounts and collaborate with cross-functional teams.

The role requires strong relationship, communication, and problem-solving skills with experience in financial