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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in account management and relationship building within financial services, with a strong focus on client retention, revenue growth, and cross-functional collaboration. Possesses a deep understanding of trading environments and the ability to translate complex product features into business value.
Highest-signal resume keywords
Account ManagementRelationship ManagementCommercial NegotiationFinancial AcumenCross-Functional Coordination
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client RetentionRevenue GrowthPipeline ManagementForecastingProduct Adoption
Soft Skills
Strong Negotiation SkillsPresentation SkillsCommunication SkillsOrganizational SkillsClient-First Mindset
Tools & Technologies
CRM SystemsFinancial Markets Technology
Industry Keywords
Trading EnvironmentsFunds ManagementAsset ManagementBrokingFinancial Services
About the role
Key responsibilities & impact- Own a portfolio of strategic Trading clients, building trusted relationships from operational and execution teams through to executive leadership
- Develop clear account plans and a proactive engagement rhythm, including relationship reviews, executive briefings and business or steering meetings
- Protect and grow recurring revenue through strong retention, renewals, increased product adoption, and relevant upsell and cross-sell opportunities
- Lead or support commercial negotiations, licensing discussions and renewals; maintain a healthy, well-qualified pipeline and accurate forecasts
- Help clients implement, embed and optimise GTMD products by translating product features, releases and technical concepts into business value
- Bring the right Iress teams together to progress client projects, resolve complex issues and deliver on commitments
- Share client and market insight with Product & Development and other teams to inform product improvements, propositions and go-to-market activity
- Build a network across the financial markets industry, stay close to trading trends and contribute to a collaborative, high-performing commercial team
- Report to the Head of Commercial, ANZ
Requirements
What you’ll need- Demonstrated success in account management, relationship management or a comparable commercial role in financial services or financial markets technology
- A strong understanding of trading environments, including relevant business practices, workflows and technology needs
- Experience working with funds management, asset management, broking or related financial markets organisations
- A track record of retaining clients, growing revenue, expanding solutions and delivering against commercial targets
- Confidence building relationships and influencing stakeholders at all levels, including senior executives; strong negotiation, presentation and communication skills
- Commercial and financial acumen, with the judgement to connect client priorities to sustainable outcomes for both the client and Iress
- The ability to coordinate cross-functional teams, navigate complex issues and keep multiple stakeholders and priorities moving
- A disciplined, organised approach to account planning, CRM, pipeline management and forecasting
- Curiosity about products, technology and market developments, with the ability to explain complex ideas in clear, relevant terms
- A practical, adaptable and client-first mindset, underpinned by integrity, accountability and a commitment to strong service
Benefits
Comp & perks- 8 additional paid days per year to extend your weekends
- Hybrid working
- Generous cash bonus for every successful referral
- Starting school leave - 8.5 days of leave to assist your children with the transition to school
- Up to 26 weeks’ paid parental leave for primary carers (up to 4 weeks for secondary carers), and the ability to work part-time when returning to work
- 3 days’ paid leave per year to participate in charity initiatives
- Discounted health insurance premiums
- Access to learning and development programs through LinkedIn Learning