Relationship Manager

Job Description

About us
The CAS360 product is the market leader in Company and Trust Management software. Our team is passionate about crafting beautiful cloud solutions and with us, you have a chance to change an industry using the latest technologies.
Our head office is based in Melbourne, Australia, and you will be working with a view of growing and supporting our New Zealand client base. 
BGL Corporate Solutions Pty Ltd is a market-leading supplier of Fintech Cloud Software with over 9,500 clients in 15 countries around the world and operations in Australia, New Zealand, Singapore, Hong Kong and the United Kingdom. Our fantastic global team have a reputation for delivering the highest quality Software as a Service (SAAS) solutions to the accounting industry, specialising in self-managed superannuation funds and corporate compliance.

We are proud to share some of our recent achievements which are a testament to our culture and people:

• Great Place to Work certified
• AFR Best Places to Work Technology top 10
• Mental Health First Aid Workplace Recognition
• Australia's Best Workplaces™ for Women List
  

Culture & Benefits
We take pride in continuously building and improving our culture, and we welcome people who share our values. We regularly seek feedback through engagement surveys, 1:1s, focus groups, and even casual coffee catch-ups. Our average employee tenure of 6+ years is a testament to the supportive and rewarding environment we’ve created and we’ve got plenty of exciting things planned for the future!

Benefits you’ll enjoy include:

• Extra time off with additional annual leave, RDOs
• Hybrid working arrangements for all employees
• Learning and development opportunities, including annual development budgets, tailored development plans, paid study leave, and stretch opportunities
• Comprehensive health and wellbeing programs, including EAP and flu shots
• Paid volunteering leave to give back to the community
  

About the role:
We're seeking an experienced Relationship Manager to own customer relationships, drive growth, and deliver exceptional value. As our NZ trusted advisor, you will resolve customers' challenges, ensuring their success, and identifying opportunities to expand our partnership. This is a client-facing role where strategic thinking, consultative selling, and customer empathy are essential. 
This role requires you to travel across New Zealand to attend events & client meetings. 
(This role is internally known as Account Manager).

What you’ll be doing: 

• Own the client relationship end-to-end: manage multiple stakeholders, ensure client product adoption and complete product demonstrations.
• Act as a strategic trusted advisor: understand customer KPIs, align our product capabilities to their business needs, and hold in-depth strategic reviews 
• Identify growth opportunities within existing accounts while ensuring client satisfaction and long-term partnerships 
• Leverage data and insights: use analytics to forecast pipeline, understand wins/losses, and identify market trends to inform strategy
• Build trust through responsiveness: anticipate customer needs and add value, prioritize inquiries, and maintain organized engagement records
• Communicate with precision: adapt your approach across email, chat, and phone; craft clear, empathetic written and verbal communications
• Drive customer success: complete onboarding training, best practice sessions, conduct regular check-ins, encourage feature adoption, proactively surface solutions to their challenges
  

What we’re looking for:

• 3-4 years proven account management or customer success background
• Exposure to super, trust, or compliance environments (accounting/audit/financial services) is a plus or ability to quickly learn industry-specific challenges 
• Consultative selling approach, connecting product capabilities to customer challenges
• Customer empathy with strong communication (written & verbal)  
• Data-driven mindset: comfortable with analytics and reporting  
• Problem-solving & conflict resolution with a customer-centric lens  
• Excellent time management and follow up discipline 
• Coachable and driven, takes feedback on board fast and uses it to keep pushing performance higher  
• Team-first mindset, shares credit, supports colleagues, and puts the group's results ahead of individual recognition
• Deep product knowledge with ability to map features to customer value  
• Strategic thinking: comfortable leading cross-functional projects  
• Proficiency with CRM tools and analytics platforms
  

Please note we are only able to consider applicants with full working rights for New Zealand.

• We're reviewing applications on an ongoing basis for this opportunity so we encourage you to apply early!
• The next stage of our recruitment process will require you to complete a one-way video interview.