Experience

FYI

• Australia
• Software Development
• 1 - 100 Employee

• New Business Manager

  • Jan 2023 - Present

  Document management and process automation, purpose-built for accountants. Document management and process automation, purpose-built for accountants.



Class Pty Limited

• Australia
• IT Services and IT Consulting
• 100 - 200 Employee

• Senior Account Manager

  • Oct 2020 - Nov 2022

  • Focused on the retention and growth of a portfolio of large and medium-sized existing customers of Class and NowInfinity. • The creation of a multi-product strategy to drive upsells and cross-sells into the segment.• Negotiating commercial agreements for clients by gaining approval from the ELT.• Actively increasing the portfolio lifetime value by identifying and closing opportunities through value-based presentations.• Managing the negotiation cycle with existing customers through contract additions/changes to signature and close agreements to maximise revenue growth.• Ensuring that customers feel supported and informed by managing customer queries effectively and in a timely manner, acting as a lead point of contact for relevant matters, and ultimately advocating on behalf of the client.• Assisting with challenging client requests and issue escalations as needed. • An advocate for the business, presenting webinars and attending industry events. Show less

• Client Account Manager

  • Oct 2019 - Sep 2020

• Regional Client Manager

  • Jun 2017 - Oct 2019

  • Achieving sales, client satisfaction and client retention targets across the northern NSW region.• Maintaining relationships with existing clients, including usage analysis and ongoing support and training.• Uncovering opportunities to cross sell other solutions.• Conducting comprehensive demonstrations of the software.• Representing Class at industry events.



MYOB

• Australia
• Software Development
• 700 & Above Employee

• Client Manager - Accountants Division

  • Jul 2012 - May 2017

  • Maintaining and growing relationships with existing clients in the Practice Solutions division, through proactive client management and the retaining of existing business • Uncovering opportunities to grow software maintenance revenue, consistently meeting and exceeding targets • Articulating complex information and concepts to technical and non-technical clients at all levels of the business in a consultative manner • Conducting comprehensive demonstrations of the full suite of Practice Solution software • Management of accounts receivable • Presenting our vision and solutions at Regional MYOB events • Representing MYOB at industry events Show less



MYOB

• Accounting
• 1 - 100 Employee

• Senior Practice Consultant

  • Jul 2009 - Jul 2012

  • Building and maintaining relationships with a local and interstate client base comprising of 480 accounting businesses, ranging from sole traders to Top Tier accounting practices • Conducting practice reviews for all clients, with the primary focus of assisting their business to increase efficiency, productivity and profitability. This often required the education of, and training in, other BankLink products. • Key presenter at all NSW (CBD and Regional) BankLink Seminars, including assistance with content • Fostering the short and long-term growth of the BankLink business • Representing BankLink at numerous industry events Show less



Pitcher Partners

• Australia
• Accounting
• 700 & Above Employee

• Senior Accountant

  • May 2004 - Nov 2007

  • Preparation of statutory accounts and income tax returns for various proprietary companies, partnerships, trusts and superannuation funds ranging in size and complexity • Preparation of Business Activity Statements, Instalment Activity Statements and Annual GST reconciliations for a variety of businesses on both a monthly and quarterly basis • Preparation of payroll tax returns and annual payroll tax reconciliations • Primary client contact on management accounting and compliance matters for a large bus company in the Western Suburbs • Conducting in house training sessions for undergraduate staff • Conducting external training sessions for junior accountants from a selection of mid-tier accounting firms • Conducting external training sessions for companies from non-accounting industries on basic tax, accounting and compliance matters • Presenting to students at Macquarie University on the Institute of Chartered Accountants (ICAA) program and upcoming events, on behalf of the ICAA • Assistance with external staff recruitment • Active member of the Social Club for entirety of employment Show less