Client Partner

• Focused on retaining and growing Pepperstone’s most valuable clients
• Actively building relationships to promote Pepperstone
• Helping clients with tailored solutions to overcome individual trading challenges
• Engaging with traders and providing general advice on financial markets and trading strategies
• Increasing the longevity and success of traders

Premium Client Manager

• Drive thoughtful, strategic and enterprise level strategy for our most ambitious customers
• Facilitate qualification, deal cycle participation, account reviews and value assessments
• Accountable for bookings, revenue, margin, CSAT, and value delivered
• Enable smooth transition and partnership into our delivery team with effective margins, staffing plans, approach and Salesforce methodology
• Act as a trusted advisor to our customers to accelerate value and improve customer outcomes
• Pilot awareness within a micro-vertical to develop repeatable motions
• Serve as a key SME, leader, and services consultant to our sales teams
• Serve as the liaison between internal and external teams

Senior Account Partner – Services Sales

• Organising and attending a number of client meetings; creating and contributing to presentations, ensuring meeting notes are distributed in a timely manner
• Being a key point of contact within the agency for clients across a number of projects whilst converting strong and influential relationships into meaningful partnerships
• Managing client expectations through on-going dialogue and honest discussions
• Being responsive to client needs and requests, whilst balancing great service with the needs of the agency
• Being flexible and adaptable to circumstances, proposing solutions with ease
• Beginning to negotiate simple fee and timing discussions with the support of senior team members
• Writing and/or overseeing the timely distribution of agendas, contact reports, status reports, timelines and other client facing documentation
• Confidently presenting and discussing briefs, feedback, proposals and financials with the client team
• Confidently talking about the industry, current category and market trends to provide ideas and inspiration to grow our client’s business
• Keeping your eyes and ears to the ground; continually seeking out new opportunities and relationships
• Reporting into your Senior Client Manager or Client Director on a day-to-day basis while working with and supporting the wider team as required
• Managing the delivery of design projects and workflow, ensuring work is completed to the highest standard whilst meeting client timelines and budgets
• Leading the day-to-day project deliverables from the initial briefing through the artwork process, recognising when to elevate any issues or challenges
• Developing and managing project timelines and detailed proposals, which are realistic and effectively meet our client’s needs
• Taking responsibility for ensuring Screendragon is up to date and accurate
• Assisting with the weekly management of billings, forecasting and client purchase orders
• Undertaking desktop research for brief content, audits, presentations and pitches
• Learning from Client Directors and Senior Client Directors to grow client relationships and broaden your understanding of the client service discipline

Client Manager

• Organising and attending client meetings; creating and leading presentations with precision and confidence
• Being the key agency lead across a number of levels and brands, building trusted and collaborative partnerships with clients
• Overseeing the timely distribution of agendas, contact reports, status reports, timelines and other client facing documentation
• Confidently presenting and discussing briefs, feedback, proposals and financials with a client team
• Using your understanding of the clients and industry to identify opportunities to proactively unlock new conversations
• Managing the delivery of design projects and workflow, ensuring work is completed to the highest standard to meet client timelines and budgets
• Leading and overseeing the day-to-day project deliverables from the initial briefing through the artwork process, recognising when to elevate any issues
• Developing and managing project timelines and detailed proposals
• Taking responsibility for the weekly management of billings, forecasting and client purchase orders broaden your understanding of the client service discipline required
• Strategically contributing to brief content, audits, presentations and pitches

Senior Client Manager

• Partner with sales consultants for efficient implementation of new business and smooth transition into the client management team.
• Develop strategic relationships with key partners and understand clients' strategic business goals.
• Champion client needs while balancing business needs and developing solutions based on customers' strategic goals.
• Monitor service delivery execution and identify opportunities for improvement.
• Liaise with internal functions to drive financial results and achieve high customer satisfaction.
• Meet persistency goals and finalize the renewal of client contracts.
• Define the Renewal Strategy with the Client Management and Underwriting Teams.
• Maintain records on SFDC for key accounts and manage clients in line with team procedures.
• Coordinate with regional service partners to enhance client-facing propositions.
• Leverage global client relationships to identify and facilitate growth opportunities.
• Provide subject matter expertise on healthcare and social security regulations for Australia and other markets.

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Premium Client Manager

Senior Account Partner – Services Sales

Client Manager

Senior Client Manager

Client Manager