Client Success Account Manager
Develop skills and experience by taking responsibility for supporting and training our clients to deliver an exceptional experience.
Summary about this job
Management - Vocational
Company: Investorist
Location: Melbourne
Work type: Full Time
Salary: $50,000 - $59,999
Phone: +61-7-7087-9132
Fax: +61-2-3282-9329
E-mail: n\a
Site: n\a
Detail information about job Client Success Account Manager. Terms and conditions vacancy
About the business and the role
Investorist is a business to business off the plan sales platform, promoting and distributing off the plan properties to Australia and the globe through real estate agents, financial planners, accountants and advisors.
You will be joining a dynamic and proven young Australian-based company with a global footprint, now experiencing a strong growth phase.
With staff and offices in key markets around the world, we are looking for people with the right attitude, great organisational skills, a personality and pizzazz.
Job tasks and responsibilities
- Deliver an exceptional customer experience
- Liaise with Investorist clients and plan out a go to market strategy.
- Deliver a high-quality training experience either onsite or remote.
- Efficient and effective turnaround of support enquiries
- Proactively engage with clients on and off platform.
- Find new opportunities to deliver value.
- Create revenue opportunities for the sales team in the form of resales, upselling and cross selling.
- Track and report on performance and action any feedback.
- Effectively manage client projects by;
- Acting as a point of contact for client enquiries.
- Liaising with clients to obtain project documentation while managing the project rollout process.
- Regularly review live project listings and portals to ensure quality.
- Driving behaviours to deliver success for the client and Investorist.
- Troubleshoot client queries by working with internal teams to effectively resolve client issues.
- Provide support over internal systems and assist in driving efficiency and automation.
- Provide high quality assistance and support to Investorist clients by answering phones, emails, web enquiries and Live Chat.
Skills and experience
- Positive attitude with a passion for delivering a great client experience
- Attention to detail with the ability to coordinate many projects
- A background in Customer Service
- Diplomatic and effective "people" skills
- Excellent oral and written communication skills
- An ability to manage own workload
- Ability to work as part of a close team environment
- Adapt to a changing work environment, taking on new challenges whenever necessary
- Excellent problem-solving skills
- Experience in property or real estate investment and previous experience in SaaS offerings would be ideal
- Experience with Salesforce and Intercom is advantageous
Job benefits and perks
- Great city fringe location near parks and amenities
- Young and vibrant environment with passionate, friendly and supportive team mates
- Strong management and mentor
- Fun social activities including monthly BBQs