Account Executive

Shift

Account Executive managing customer relationships and sales for Shift, a fintech helping Australian SMEs improve cashflow and access financial products. Growing platform adoption, acquiring customers, and supporting accounts across Melbourne or Brisbane.

Posted 8/13/2026full-timeMelbourne • 🇦🇺 AustraliaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong relationship management and customer service skills, with a focus on understanding customer needs and providing tailored Shift solutions. Proficient in managing customer accounts and utilizing Salesforce CRM for effective account management.

Highest-signal resume keywords

Relationship ManagementCustomer Support ExperienceSales ExperienceSalesforce CRM ProficiencyFinancial Services Understanding

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Account ManagementSales Pipeline ManagementProblem-SolvingMultitaskingTime Management

Soft Skills

Interpersonal SkillsActive ListeningEffective CommunicationPhone Management

Tools & Technologies

Salesforce CRMMS Office

Industry Keywords

Financial ServicesLendingCustomer ServiceAccount ManagementProfessional Services

About the role

Key responsibilities & impact

Own and manage relationships with allocated Shift customers through strategic account management, customer service, and outreach
Acquire new Shift customers within the Direct customer channel from warm, pre-qualified leads
Understand customers’ business needs and strategies and identify suitable Shift solutions
Sell Shift Platform solutions to prospective clients using the Shift sales approach
Conduct ongoing outreach to increase platform utilisation, promotion, and retention
Guide customers on service, platform, and general queries
Respond to and resolve customer queries via email and phone
Complete due diligence for new account establishment and ongoing account management
Collaborate with the team to improve customer service and customer management processes
Collaborate with operational teams across Shift to manage customer portfolio needs and challenges
Enter and manage customer account information in Salesforce CRM

Requirements

What you’ll need

Developed interpersonal skills for effective relationship building
Ability to anticipate customer needs and match them with appropriate Shift solutions
Strong phone management skills
Active listening skills
Effective communication skills
Ability to multitask and manage time effectively
Strong problem-solving skills
Demonstrated relationship management or sales experience in a professional services setting
Proven experience managing a pipeline of existing customers and potential leads
Proven customer support or representative experience
Strong understanding of financial services, ideally lending, highly regarded
Proficient with MS Office
Business or finance degree beneficial but not essential
Legal right to work in Australia or New Zealand without employer sponsorship

Benefits

Comp & perks

Collaborative teams and a flat structure
Opportunities to learn from colleagues and senior leaders
Company-wide gatherings every 100 days to share product and technology roadmap and business strategy
Flexible working environment and flexible work policy
State-based workplaces
26 weeks paid parental leave
Purpose-built office spaces for collaboration, brainstorming, socialising, and focused work
Benefits supporting physical, psychological, and financial wellbeing
Day off on your birthday
End-of-trip facilities