Relationship Manager

Job Description

About us
BGL is a trusted software partner to over 12,700 businesses across 15 markets, delivering intelligent SaaS solutions that combine intuitive design with enterprise-grade technology.
We partner with organizations in the accounting and financial services space, particularly those managing self-managed superannuation and complex compliance requirements. Our global team is headquartered in Australia with presence across New Zealand, Singapore, Hong Kong, the Philippines, and the UK, brings deep domain expertise and a proven track record of delivering measurable outcomes.
At BGL, we don't just build software; we enable our clients to operate more efficiently, reduce risk, and scale confidently in an increasingly complex regulatory environment.

We’re proud to celebrate achievements that reflect our culture and our people, including:

• Great Place to Work certification
• AFR Best Places to Work (Technology, Top 10)
• Mental Health First Aid Workplace Recognition
• Australia’s Best Workplaces™ for Women list
• AFR BOSS Most Innovative Companies – ranked four times in six years

About the role:
We're seeking an experienced Relationship Manager to own customer relationships, drive growth, and deliver exceptional value. You'll be the trusted advisor to our customers, solving their challenges, ensuring their success, and identifying opportunities to expand our partnership. This is a client-facing role where strategic thinking, consultative selling, and customer empathy are essential. 
(This role is internally known as Account Manager)

What you’ll be doing: 

• Own the customer relationship end-to-end: manage multiple stakeholders, navigate complex deals, complete product demonstrations and ensure successful outcomes
• Act as a strategic advisor: understand customer KPIs, align our product capabilities to their business needs, and hold in-depth strategic reviews
• Build trust through responsiveness: anticipate customer needs, prioritize inquiries, and maintain organized engagement records
• Close deals and expand revenue: navigate multi-stakeholder environments, manage sales pipelines, and identify upsell opportunities backed by data
• Communicate with precision: adapt your approach across email, chat, and phone; craft clear, empathetic written and verbal communications
• Drive customer success: conduct regular check-ins, encourage feature adoption, and proactively surface solutions to their challenges
• Leverage data and insights: use analytics to forecast pipeline, understand wins/losses, and identify market trends to inform strategy

What we’re looking for:

• Proven account management or customer success background
• Exposure to super, trust, or compliance environments (accounting/audit/financial services) is a plus Industry expertise or ability to quickly learn industry-specific challenges 
• Consultative selling approach, connecting product capabilities to customer challenges
• Customer empathy with strong communication (written & verbal)  
• Data-driven mindset: comfortable with analytics and reporting  
• Problem-solving & conflict resolution with a customer-centric lens  
• Excellent time management and followup discipline 
• Coachable and driven, takes feedback on board fast and uses it to keep pushing performance higher Experience & Knowledge  
• Team-first mindset, shares credit, supports colleagues, and puts the group's results ahead of individual recognition
• Deep product knowledge with ability to map features to customer value  
• Strategic thinking: comfortable leading cross-functional projects  
• Proficiency with CRM tools and analytics platforms

What Sets You Apart:  

• You anticipate customer needs before they ask, you're genuinely invested in their success
• You're comfortable navigating stakeholder complexity and building consensus across multiple voices 
• You think strategically: you see patterns, understand competitive landscapes, and use data to inform decisions
• You're a trusted advisor, not just a vendor customers want to work with you because you understand their business and you collaborate openly with your team to get there

Culture & Benefits 
We take pride in continuously building and improving our culture, and we welcome people who share our values. We regularly seek feedback through engagement surveys, 1:1s, focus groups, and even casual coffee catch-ups. Our average employee tenure of 6+ years is a testament to the supportive and rewarding environment we’ve created and we’ve got plenty of exciting things planned for the future!

Benefits you’ll enjoy include:

• Extra time off with additional annual leave, RDOs, and the option to purchase extra leave
• Hybrid working arrangements for all employees
• Learning and development opportunities, including annual development budgets, tailored development plans, paid study leave, and stretch opportunities
• Regular social activities, from monthly team lunches to annual company-wide events
• Comprehensive health and wellbeing programs, including EAP, flu shots, and run club
• Paid volunteering leave to give back to the community

Please note we are only able to consider applicants with full working rights for Australia.

• We review applications on an ongoing basis so encourage you to apply as soon as possible.
• The next stage of our recruitment process will require you to complete a one way video interview.