Client Engagement Associate

We're Hiring: Client Engagement Associate – Banking
   

Melbourne | Full-time | Clients & Emerging Markets

Are you a relationship-builder, problem-solver, and strategic thinker with a passion for client success? Ultradata is seeking a dynamic Client Engagement Associate to join our Melbourne-based team and become the trusted advisor for our valued clients.

Who We Are

Ultradata – A long-established business with 48 years of experience and a trusted technology business partner to significant financial institutions across the Australian and Asia Pacific financial services market.

About the Role

As a Client Engagement Associate, you’ll be at the core of our client relationships — managing accounts, facilitating operational requests, and connecting clients with Ultradata’s innovative suite of financial software solutions. You’ll play a pivotal role in ensuring client satisfaction, retention, and growth by delivering tailored solutions and exceptional service.

Key responsibilities

• Serve as the primary point of contact for assigned clients, building trusted relationships
• Conduct regular client meetings, site visits, and virtual check-ins to maintain strong engagement
• Keep clients informed about Ultradata’s products, innovations, and strategic developments
• Understand client business needs and communicate them effectively to internal teams
• Monitor client satisfaction and proactively address any issues or roadblocks
• Develop and execute account sales plans and marketing strategies
• Facilitate product demonstrations and presentations tailored to client requirements
• Collaborate with internal stakeholders to ensure seamless service delivery
• Assist with quotes, proposals, and account documentation.

Qualifications & Experience

• Diploma or Bachelor’s degree in Business (Financial Services discipline highly desirable)
• Proven experience in sales methodology and solution-based client engagement
• Strong analytical, negotiation, and communication skills
• Ability to interpret technical data and communicate effectively with diverse stakeholders
• Demonstrated success in influencing decision-makers and building trust.

What You Bring

• A proactive mindset with a knack for identifying opportunities
• Confidence in presenting and promoting software solutions
• A collaborative spirit and passion for delivering exceptional client outcomes.