Forecasting & Reporting: Maintain accurate records of all account activities in our CRM (e.g., Salesforce) and provide reliable forecasts for renewals and expansion sales.
Identify and Close Expansion Opportunities: Develop a deep understanding of your clients' businesses and goals to identify opportunities for upsell and cross-sell. You will be responsible for managing the entire expansion sales cycle for your accounts from identification, through progression and close in order to meet and exceed monthly and quarterly expansion / renewal targets.
Customer Advocacy: Act as the voice of the customer internally, collaborating with Product, Support and Professional Services teams to ensure customer feedback is heard and addressed.
Strategic Business Reviews: Conduct regular executive business reviews (EBRs) with key stakeholders to demonstrate ROI, share best practices, and align our solutions with their evolving business needs.
Account Health & Relationship Management: Proactively manage a portfolio of existing customer accounts to foster long-term, successful partnerships. You will serve as the primary point of contact and customer advocate.
Requirements
communication
customer success
saas
salesforce
crm
negotiation
Exceptional interpersonal and communication skills with a genuine passion for helping customers succeed. You build rapport and trust with ease.
Experience in a B2B Account Management or Customer Success role, preferably within a SaaS company.
Proficient with CRM software (Salesforce experience is a plus) and comfortable learning new technologies.
A strong track record of consistently meeting and exceeding renewal and expansion sales targets. You're comfortable negotiating contracts and closing deals.
Benefits
Home & Tech Scheme, a salary sacrifice to treat yourself to some new tech
Opportunities for career progression and development
Enjoy up to 4 weeks a year of flexible 'Work from Anywhere' time!
A discounts and cash back scheme
A generous annual leave entitlement plus a personal leave entitlement
Casual dress and relaxed office environment
Employee Assistance Programme (24/7 confidential support on relationships, bereavement, finances)
Paid Volunteer Leave Days
Private Health Insurance
Generous Parental Leave Program
Happy hours and office games
Life Insurance
Company pension scheme, with 5% employer contribution
Cyclescheme, a salary sacrifice to treat yourself to a bike & equipment
Public Holiday Exchange Scheme
Talent Referral Programme – get rewarded for referring a friend to join our team!
Diverse training & internal networking opportunities across all of our product lines
Training + Development
Information not given or found
Interview process
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Visa Sponsorship
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Security clearance
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Company
Overview
Founded 2002
Company Origins
The company was established in 2002 by an electrical contractor and a software student with the aim of addressing real-world challenges in the trade industry.
Revenue Climbs
Annual Growth
Annual revenue has grown into the hundreds of millions through strategic acquisitions and expansion.
8,500 Businesses
Active Clients
The platform currently supports over 8,500 businesses across various industries including electrical, plumbing, and HVAC.
250,000+ Users
Global Reach
The platform is trusted by over 250,000 users worldwide, providing essential tools for trade businesses.
Its cloud-based system handles quoting, scheduling, inventory, invoicing, and field communication for trade businesses.
Operating globally with offices across Australia, New Zealand, UK, and US.
Trusted by clients for projects in electrical, plumbing, HVAC, security, and fire protection industries, from small contractors to large enterprises.
Known for tight office-to-field connectivity, IoT integration, and mobile tools that transform how trade work is managed.
Its standout acquisitions and rapid international growth underline a company that’s both purpose-built and ambitious.
Culture + Values
We are one team
We are customer centric
We are growth minded
We are accountable
We celebrate success
Do the right thing
Treat people as adults
Encourage employees to constantly look for opportunities to be the best version of themselves
Environment + Sustainability
100% Recycling Rate
Manufacturing Waste Management
Aiming to recycle or reuse all recoverable waste from manufacturing, including scrap steel, plastic, cardboard, wood, and paper.
Committed to measuring and setting goals to improve environmental performance
Working to reduce 'whole‑of‑life' environmental impact of products, not just own operations
Prefer suppliers with good environmental policies
Industry specialists provide customer recommendations to encourage environmentally friendly practices
Train staff on environmental program and empower participation
Partnered on ‘Electrifying our Future’ campaign supporting transition to net zero via electrification