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Customer account manager

Permanent
Codafication
Accountancy Manager
Posted: 4 December
Offer description

About Codafication At Codafication we are pioneering new ways to make the world simpler. We are an award-winning, Fortitude Valley based tech scale-up that provide elegant digital transformation solutions to leading and global brands in Insurance, Construction, Financial Services and more. We are dedicated to helping businesses modernise their processes to save time, cut costs, and create better customer outcomes. Check us out at Codafication.com About the role Codafication is seeking a talented Customer Account Manager to join our dynamic team. Reporting directly to the Chief Operating Officer, the Customer Account Manager will act as the primary contact for a portfolio of mid-to-high value customers, ensuring their success and satisfaction during and post-implementation. This is an exciting opportunity to work for a rapidly growing technology company and contribute to our continued success. Candidates must hold Australian permanent residency or citizenship to be eligible for this position. What you'll be doing Be responsible for new business activities including supporting sales planning, prospecting, qualifying leads, product demonstrations and tender/proposal preparation. Identify and engage prospective customers within target sectors (insurance, repair, property, and related industries) on a structured and planned basis. Follow up on leads, maintain a robust sales pipeline in Codafication's CRM, and report on progress and conversion rates to the Leadership. Support pre go-live activities by assisting customers and internal teams during onboarding and transition stages Liaise with customers to ensure all stakeholders are informed and engaged throughout project delivery. Collaborate with Product, Project and Customer Success Teams to help drive product innovation, utilisation and satisfaction across the customer base. Conduct regular planning and forecasting, and maintain accurate, up-to-date records of account and sales activities to inform business planning and leadership decision-making. About you 3-5 years of experience in B2B account management, preferably within the insurance or software industry. Proven experience managing customer relationships and delivering commercial outcomes in a product or SaaS environment. Demonstrated ability to develop new business through proactive outreach, tender responses, and strategic planning. Strong commercial acumen and confidence in managing renewals, proposals, and negotiations. Excellent communication, presentation, and stakeholder engagement skills. Highly organised with experience managing multiple clients and priorities. Experience with HubSpot CRM is required for effective pipeline management. Life at Coda Brand new Fortitude Valley Office bordering James Street Precinct Quarterly Staff functions - Celebrate our success as a team Be recognised and rewarded for your achievements Revitalise Days Volunteer Leave giving you up to 3 extra leave days a year to do what you love Regular 1-2-1 time with your leader to accelerate your career Genuine career progression with dedicated learning time each month and access to our L&D platform Hybrid working environment to promote genuine work-life balance NOTE We kindly request that recruiters and agencies refrain from contacting us regarding this job posting, as applications from recruiters will not be accepted. We appreciate your understanding. NOTE: Visa sponsorship will not be offered for this role. This is a hybrid opportunity, with minimum weekly office days at our Fortitude Valley HQ. If you want to be part of a winning team and this role suits you to a tee, I would love to hear from you. We do have an immediate start available however happy to wait for the right person given notice periods.

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