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Key skills for this role
Manage a portfolio of customers allocated through established segmentation criteria.
Deliver proactive customer engagement through phone, email and digital channels.
Drive customer satisfaction, retention and portfolio growth. Deliver consistent, proactive touchpoints through remote engagement (phone, email, digital tools)
Maintain and grow existing customer relationships efficiently Identify and act on: Cross-sell opportunities Upsell opportunities Reactivation of declining accounts
Identify and act on: Cross-sell opportunities Upsell opportunities Reactivation of declining accounts
Cross-sell opportunities
Upsell opportunities
Reactivation of declining accounts
Support steady income contribution accounts to retain profitability
Intervene early where accounts show signs of decline (NBV trend)
Build and maintain a pipeline of opportunities across assigned accounts
Focus on: Small to mid-sized deals Repeat business Volume-based growth
Small to mid-sized deals
Repeat business
Volume-based growth
Ensure high conversion rates through disciplined follow-up
Skip the repetitive application forms
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Use segmentation metrics to prioritize activity: Financial value (gross income, % contribution) Profitability (ROE / margin) Opportunity (headroom, utilization) Momentum (NBV trends)
Financial value (gross income, % contribution)
Profitability (ROE / margin)
Opportunity (headroom, utilization)
Momentum (NBV trends)
Maintain accurate customer discussions and forecasting
Deliver low-cost-to-serve account coverage
Follow defined rules-based segmentation and engagement models
Collaborate with Account Managers on: Escalations Transitioning accounts (upgrade/downgrade) Identifying accounts with growth potential
Escalations
Transitioning accounts (upgrade/downgrade)
Identifying accounts with growth potential
Conduct outbound calls, digital marketing and email outreach to assigned accounts
Follow up on active proposals, discussions and opportunities
Identify and progress upsell and cross-sell opportunities
Monitor account conduct, portfolio trends for early risk signals
Maintain by way of CCRIS logging or CRM: Customer interactions Pipeline progress Forecast updates
Customer interactions
Pipeline progress
Forecast updates
Process inbound enquiries and provide quick turnaround responses
Review account portfolio by segmentation:
Prioritise activities based on customer engagement requirements, growth opportunities, retention considerations and customer experience outcomes.
Conduct pipeline review and forecasting updates
Align with Account Managers on: Account transitions Growth opportunities
Account transitions
Growth opportunities
Execute targeted campaigns (e.g., vendor programs, seasonality, new product lines)
Revenue growth across assigned accounts (%)
Increase in share of wallet
Cross-sell / upsell conversion rates
Contribution margin improvement
Management of low-income accounts to maintain profitability
Ready to work for a company that is Partnering for a Better World!
Two working days per year volunteering for a local charity.
Health and Wellness program including healthy food, free health checks, fun health & vitality activities.
Flexible hours with possibility to work from home
Career development opportunities: online learning, member development programs.
Click this link for an overview of all the benefits in your region.
“We not only live up to the expectations of our customers for today but also anticipate their market needs of tomorrow.”
DLL’s wellbeing ambition is to educate, equip, and empower members to build connections, manage their mental, emotional, physical, and financial wellness, and maintain balance between work and the other priorities that make up their lives. Our four wellbeing categories are as follows:
Connection – Build meaningful connections with other members
Health – Manage mental, emotional, and physical health
Finance – Provide learning opportunities to help members achieve personal financial health
Lifestyle – Maintain balance between work and life priorities
These are the things that matter to our members, and the wellbeing of our members matters to DLL!
The position will close as soon as we find a suitable candidate
The selection process may involve an assessment.
Applications via email will not be reviewed. Please apply online via our career website: www.workingatdllgroup.com
DLL’s referral program applies
For more information, you can contact our talent acquisition partner Indie Bayliss on indie.bayliss@dllgroup.com
DLL appreciates the time you spend applying to our openings. We advise only those who qualify for an interview will be contacted. Hiring subject to successful completion of a background check.
DLL is an equal opportunity employer. We are committed to inclusive, barrier-free recruitment and selection processes and work environments. If contacted for an employment opportunity, please advise Human Resources if you require accommodation in accordance with our values and all applicable legislation. .
Verified company details for this employer are not available yet.
Full-time
Entry
Hybrid
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