Customer Relationship Manager – Waikato/BoP

About the Company

A well-established New Zealand fintech with a genuinely differentiated product and a loyal client base built over two decades. They work with thousands of New Zealand businesses and the accounting firms that serve them, helping clients manage their financial obligations more efficiently and cost effectively. It’s a company undergoing significant change with a purpose-led ownership structure that sets it apart from most fintechs.

The Role

Reporting to the Head of Sales, you will own a portfolio of accounting-firm and business relationships across the Waikato/Bay of Plenty region, protecting and growing revenue through genuine account management. Based in the region and covering Hamilton, Bay of Plenty, Taupō, Rotorua etc, you will have real ownership of your territory and the scope to deepen relationships and grow the client base.

Key Responsibilities

• Build strong, multi-level relationships with key firms and clients
• Manage and grow a defined portfolio of accounts to hit retention and revenue targets
• Run regular account reviews using CRM and data to surface risk and opportunity
• Identify churn risk early and put recovery plans in place before revenue is lost
• Map territory opportunity, target white space, and expand the client base
• Drive platform and product adoption, stepping in early with low-usage accounts
• Work with BDM, specialist, and cross-functional teams to unlock growth

• Proven account or relationship management experience, ideally in a hunter/farmer model
• Strong professional services or financial services background
• Well-connected across the New Zealand business and professional services community
• Self-starter who manages a varied workload and competing priorities well
• Strong negotiation and communication skills, written and verbal
• Sound financial literacy across margins, cost of funds, and profit
• Collaborative and works well as part of a team
• CA or CPA, SaaS, or regulated B2B channel experience an advantage
• Ability to travel to visit clients. Driver’s licence required.

This is a business that has done the hard work of building credibility and a loyal client base, and this region is where it is putting a strong growth focus. You will have room to make the portfolio your own and grow it, backed by a business that genuinely invests in its people.

Benefits

• Southern Cross health insurance and a wellbeing day
• Birthday leave, Wellbeing Day plus the option to purchase up to 10 days’ extra leave
• $2,500 a year towards self-directed study and development
• $1,000 charitable donation to a charity of your choice

To be considered for this position, please submit your CV via the link below. For a confidential discussion, email Sam Pritchard at [email protected].