Strategic Client Success Manager

Profusion Planning Pty Atf Investment Solutions Unit Trust

Town of Cambridge

On-site

AUD 80,000 - 110,000

Full time

6 days ago
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Job summary

Profusion Planning Pty Atf Investment Solutions Unit Trust in West Leederville, WA, seeks a Client Services Manager to strengthen client relationships and oversee accounts, ensuring outstanding service delivery.

You will address inquiries, resolve issues promptly, and collaborate with internal teams to tailor solutions while monitoring feedback and presenting performance reports to drive satisfaction and retention.

Qualifications

  • Bachelor's degree in Business Administration, Marketing, or a related field.
  • Proven experience in client services or account management in a similar industry.
  • Strong interpersonal and communication skills.
  • Proactive problem-solving and client management abilities.
  • Ability to work collaboratively and manage multiple priorities.
  • Proficiency in CRM software and Microsoft Office Suite.

Responsibilities

  • Manage and oversee client accounts to ensure satisfaction and retention.
  • Address client inquiries and resolve issues promptly and effectively.
  • Develop and maintain strong relationships with clients to understand their needs.
  • Collaborate with internal teams to deliver tailored solutions for clients.
  • Monitor client feedback and implement improvements to service delivery.
  • Prepare and present reports on client satisfaction and service performance.
  • Conduct regular check-ins with clients to assess their ongoing needs and expectations.

Skills

Strong interpersonal and communication
Proactive problem-solving
Team collaboration
CRM software
Microsoft Office Suite

Education

Bachelor's degree in Business Administration, Marketing, or related field

Tools

CRM software
Microsoft Office Suite

Job description

Profusion Planning Pty Atf Investment Solutions Unit Trust in West Leederville, WA, seeks a Client Services Manager to strengthen client relationships and oversee accounts, ensuring outstanding service delivery.

You will address inquiries, resolve issues promptly, and collaborate with internal teams to tailor solutions while monitoring feedback and presenting performance reports to drive satisfaction and retention.

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