Relationship Manager
Role Overview
Experienced, client-facing Relationship Manager role, internally known as Account Manager.
Own customer relationships, drive growth, deliver customer value, and act as a trusted advisor.
BGL provides SaaS solutions to accounting and financial-services businesses, including those dealing with self-managed superannuation and compliance.
Key Skills for This Role
Full Job Posting
Role overview
Experienced, client-facing Relationship Manager role, internally known as Account Manager.
Own customer relationships, drive growth, deliver customer value, and act as a trusted advisor.
BGL provides SaaS solutions to accounting and financial-services businesses, including those dealing with self-managed superannuation and compliance.
What you’ll do
- Manage customer relationships end to end, stakeholders, product demonstrations, and outcomes.
- Align product capabilities with customer KPIs and business needs; conduct strategic reviews.
- Anticipate customer needs, prioritize inquiries, and keep engagement records organized.
- Manage sales pipelines, close deals, and identify data-backed upsell opportunities.
- Communicate across email, chat, and phone; conduct check-ins and encourage product adoption.
- Use analytics to forecast pipeline, review wins and losses, and identify market trends.
What the employer is looking for
- Proven account management or customer success background.
- Consultative selling, customer empathy, strong communication, problem-solving, and conflict resolution.
- Comfort with analytics and reporting; strong time management and follow-up discipline.
- Deep product knowledge, CRM and analytics platform proficiency, and ability to map features to customer value.
- Superannuation, trust, compliance, accounting, audit, or financial-services exposure is a plus.
- Strategic thinking, coachability, and a team-first approach; comfortable leading cross-functional projects.
Work arrangement
- Hybrid working arrangements are offered to all employees.
Benefits
- Additional annual leave, RDOs, and the option to purchase extra leave.
- Learning and development opportunities, annual development budgets, tailored plans, paid study leave, and stretch opportunities.
- Social activities, health and wellbeing programs, and paid volunteering leave.
Eligibility and process
- Applicants must have full working rights for Australia.
- The recruitment process includes a one-way video interview.
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