Account Manager

Account Manager (Internal)

At Shift, we're business specialists dedicated to helping Australian SMEs take control of their cashflow, streamline trade terms and choose the right financial products. We believe Australian businesses are the driving force behind our economy and are core to our communities. That's why our business expertise, focus on relationships, and market-leading technology is at the core of everything we do. We've helped solve the credit and payment pain points for more than 30,000 businesses, providing over $6 billion in aggregate funding. Our unique approach to product innovation combined with our collaborative culture means you can build your career in a supportive environment. You'll be joining a diverse team of over 300 people who are always looking to deliver better outcomes for Australian businesses.

About the Role

The Account Manager (Internal) is accountable for establishing and maintaining relationships within an assigned portfolio of Merchants. You will accelerate Shift's growth objectives through proactive engagement and stakeholder management, building strong and lasting relationships in the process. You will do this with a solution-oriented focus and methodical process whilst operating with a sense of urgency.

Duties & Responsibilities

• Manage a designated portfolio of merchant accounts, building strong relationships and supporting their successful engagement with Shift.
• Support the National Sales & GTM with onboarding activities to ensure seamless and positive onboarding experience for new merchants including participation or facilitation of implementation meetings
• Drive adoption of Shift products and introduce cross sell opportunities within your Merchant portfolio.
• Maintain highly productive, professional relationships with key personnel and decision makers within your Merchant portfolio.
• Coordinate with cross-functional teams within Shift to ensure Merchants enjoy a seamless relationship with Shift.
• Continuously educate Merchants and their teams on key and new product features, processes and best practices through phone, email, virtual & occasional face to face meetings and other communication channels.
• Proactively engage with Merchants to provide support, build capability and drive product adoption, demonstrating confidence in managing conversations and relationships.
• Proactively deliver reporting and insights, leading joint planning processes that develop mutual performance objectives, financial targets, and critical milestones associated with a productive Merchant relationship.
• Proactively assess, clarify, and validate Merchant needs on an ongoing basis.
• Maintain an exceptional understanding of Shift's broader objectives, the positioning of Shift's products and each Merchant including their key priorities.
• Keep up to date with competitor information and market trends; identify business opportunities for Shift.
• Be comfortable with and achieve all assigned targets including but not limited to the Customer acquisition, activity, transaction volume and revenue targets.
• Actively seek new Merchant referrals from your network and Merchant portfolio and pass on to the Merchant acquisition teams.
• Contribute ideas and initiatives on how Shift can continue to build and grow our Merchant network.

Skills & Experience Required

• 2+ years' experience in sales, relationship management or business development, selling solution-oriented products
• Proven ability to build lasting relationships with a focus on delivering solutions
• A high achiever, has regularly achieved assigned targets
• Proven self-starter who has operated independently and remotely
• Exceptional rapport and relationship building skills
• Fluent communication in person, via web meeting, on the phone and in email
• Strong listening and negotiation prowess
• Entrepreneurial in approach
• Strong sales acumen
• Stakeholder management
• Understanding of commercial lending
• Proficient in Microsoft Office Suite, Salesforce, Tableau

Key Benefits

• Collaborative teams a flat structure means everyone can learn from colleagues and senior leaders around the business.
• Be involved come together with all of your colleagues every 100 days to share the product and technology roadmap and business strategy.
• Flexible working environment we're headquartered in North Sydney with state-based workplaces and offer a flexible work policy.
• Family support industry leading 26 weeks paid parental leave.
• Purpose built spaces within our office designed for collaboration, brainstorming, socialising, and focused work.
• Range of benefits supporting your physical, psychological and financial wellbeing. From a day off on your birthday to excellent end of trip facilities.