Account Manager - Customer Success and Sales (Melbourne)

Company Overview

RFI Global is the only global data and insights company focusing exclusively on financial services. We empower financial service leaders with the market intelligence they need to drive innovation and accelerate growth.

Partnering with the world’s top financial institutions, our expert team delivers tailored insights through a unique hybrid syndicated approach, drawing from over 200,000 consumer and 60,000 business interviews each year.

Role Overview

High impact Account Manager wanted for Australia’s premier financial insights provider.

• Interesting and impactful work

• Enviable client roster – work with the best

• Partner with amazing clients who value your work

Your new team?

Integral to our operations, our Customer Success team is responsible for the ongoing delivery, needs identification, relationship management and account development across our enviable roster of clients.

Our team bridges the gap between clients, research, product, and sales—working closely with key decision-makers to deliver insights that shape strategy.

The opportunity – Account Manager

We are seeking a strategic and service-driven Account Manager to nurture and grow relationships across a portfolio of key-clients. In this high-pace and highly varied environment, you’ll play a critical role in understanding and translating client needs into the delivery of insights and research by providing outstanding service and consultative solutions. Responsible for the timely delivery and efficient execution of projects - your client-first mindset, ability to uphold and develop operational excellence and desire to learn in a data-rich environment will be key to your success. 

Why join us?

RFI Global is a nimble company with outsize impact, and we enjoy an enviable position in the financial services landscape. We’re client obsessed, and with us your work will be varied, interesting and valued. Our teams are approachable, responsive, supportive and friendly. Solutions are always within reach and red tape is kept to an absolute minimum. 

·       Flexibility – hybrid working, excellent Melbourne location

·       Rewards – 5 weeks annual leave, performance linked bonuses

·       Learning – experience the inside of decision making from leading companies

·       Growth – we love seeing our people grow and excel

·       Amazing product – partner with clients who value and rely on your work

·       Team – friendly and open culture with a flat structure

Key Responsibilities

·       Act as a trusted advisor to your clients, proactively identifying opportunities to add value, solve challenges, and strengthen partnerships.

·       Build and maintain strong relationships with key stakeholders across banking and financial services clients.

·       Ensure the timely and accurate delivery of insights, reports, and data products.

·       Understand client needs and provide strategic recommendations based on research and data findings.

·       Work cross-functionally with research, analytics, and product teams to meet client expectations.

·       Identify opportunities to expand client engagement and drive commercial success.

Who we’re looking for? Key skills and experience:

We’re open to candidates with transferable skills and experience. Your ability to work with complex subject matters spanning a multitude of senior stakeholders, a genuine interest in financial services, and a minimum of 5 years’ experience in roles of comparable complexity will be paramount to the success of your application. Researchers and Analysts eager to expand their client exposure are strongly encouraged to apply.

• Demonstrated ability to build and maintain strong client relationships, ensuring high levels of satisfaction and loyalty.

• Proven experience in Account Management or Relationship Management - ideally within financial services (highly preferred), research, data, or professional services.

• Passion for financial services and understanding of the AU/NZ financial services landscape (highly preferred).
• A consultative approach with the ability to translate client needs into tailored solutions that drive results.
• Experience in managing projects with multiple stakeholders and tight deadlines.
• A focus on operational excellence, with a strong track record of delivering on-time, high-quality results.
• Excellent written and verbal communication skills - experience in creating and editing client-facing collateral highly advantageous.
• Ability to work collaboratively across teams to achieve common goals.

• Salary: Competitive
• Great opportunity to work with a global team
• 25 days annual leave + public holidays + birthday leave +2 charity days
• Flexible working arrangements
• Regular employee awards
• Monthly social events and breakfast
• Learning and development budget to help your professional growth
• Loyalty leave
• Perkbox