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About the Role
As a Client Relationship Manager, you will grow and retain InfoTrack's existing client base by building strong relationships, increasing product adoption, and identifying upsell and cross-sell opportunities. You will proactively engage clients via phone, email, and webinars to ensure they maximize value and receive an outstanding customer experience.
Responsibilities
- Build trusted relationships with existing clients to drive retention and long-term loyalty.
- Deliver product training and education to increase client adoption and engagement.
- Identify opportunities to upsell and cross-sell InfoTrack products and services.
- Monitor client usage, proactively address risks, and minimise churn.
- Manage a high volume of outbound client activity (30+ calls per day).
- Partner with internal teams to deliver the best outcomes for clients.
Requirements
- Experience in account management, customer success or sales.
- A proven track record of upselling, cross-selling and achieving sales targets.
- Exceptional communication, presentation and relationship-building skills.
- Confidence delivering client training, demonstrations or webinars.
- Strong organisational skills with the ability to manage multiple priorities.
- A proactive, resilient and self-motivated approach.
- Experience using CRM platforms such as Salesforce and the Microsoft Office Suite.
- Knowledge of the legal or conveyancing industry is advantageous but not essential.
Skills
- Account management
- Customer success
- Sales
- Upselling
- Cross-selling
- Sales target achievement
- Communication
- Presentation
- Relationship-building
- Client training
- Demonstrations
- Webinars
- Organisational skills
- Priority management
- Proactive approach
- Resilience
- Self-motivation
- CRM platforms (e.g., Salesforce)
- Microsoft Office Suite
Benefits
- Professional development plans
- Technical training
- Leadership programs
- Clear career progression opportunities
- Formal recognition programs
- Employee share scheme
- Snack cupboard
- Weekly catered lunches
- Free breakfast
- Social committees and events
- Table Tennis competition
- Fully covered gym memberships
- Monthly in-house massages
- Progressive leave policies
- Employee Assistance Program
About the Company
- We’re proud of our culture and deeply value the experience of every team member.
- We invest in your growth, well-being, and success.
- We provide platforms for employees to share ideas to shape the future of our products.
- We are a diverse workforce and encourage applications from Aboriginal and Torres Strait Islander people and people of all cultures, abilities, sex, and genders.
Equal Opportunity
- At InfoTrack we are a diverse workforce and we’re proud to be an equal opportunity employer. We believe our differences make us stronger. We therefor encourage applications from Aboriginal and Torres Strait Islander people and people of all cultures, abilities, sex, and genders.