Relationship Manager / Senior Relationship Manager

About the role

Iress, a technology company serving financial-services businesses since 1993, is looking for an experienced Relationship Manager and Senior Relationship Manager in Sydney. You will act as a trusted partner to financial-services clients, connecting their goals with Iress products and expertise, strengthening product adoption and growing client relationships.

Key responsibilities

• Build and maintain strong, trusted client relationships and act as a strategic adviser to key decision makers.
• Turn client insight into account plans, practical solutions and measurable outcomes.
• Grow and retain your portfolio by supporting renewals, increasing product adoption and identifying upsell opportunities.
• Keep clients informed about new features and how they benefit their business.
• Bring together people across internal functions to deliver for clients and influence adoption of new solutions.
• Lead client revenue forecasting at senior level and keep track of account performance, revenue opportunities and forecasts.
• Resolve client issues and build your industry network, representing Iress at events.

Required profile

• Prior exposure to Xplan is key.
• Experience in SaaS or financial services, particularly wealth, advice, superannuation or mortgages, is 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, with a record of delivering commercial outcomes, sound financial acumen and negotiation skills.
• Ability to collaborate across teams, influence senior stakeholders and work resiliently with good judgement.

What we offer

• Hybrid working: 60% in the office, 40% flexible.
• Annual short-term incentive plan, subject to eligibility criteria.
• Long weekend leave and 8 paid days per year.
• Peer-to-peer recognition program and up to 26 weeks of paid parental leave for primary carers.
• Starting school leave of 8.5 days and 3 days of paid leave for charity initiatives.
• Employee assistance program, access to learning and development programs and discounted health insurance premiums.