Account Manager / Customer Service

Planit Cutting Edge Solutions – Sutherland NSW

Love Talking to Customers? We want to hear from you.

Planit Australia is looking for an experienced Account Manager / Customer Service professional to join our team at our Sutherland office.

This is a full-time, office-based role ideally suited to someone who lives locally or within an easy commute of Sutherland and genuinely enjoys talking to customers.

You'll spend much of your day on the phone connecting with existing customers, building relationships, following up enquiries, assisting with renewals and making sure our customers receive a great experience.

This isn't a cold-calling sales role or a position where you'll spend your days out on the road. You'll be working from our Sutherland office as part of our Sales and Service team, looking after customers and keeping things moving behind the scenes.

Customer Service or Account Management experience is essential.

Immediate start available.

What you'll be doing

You’ll manage relationships with a dedicated portfolio of new and existing customers and be an important connection between our customers and our Sales, Service and Management teams.

Your day will include:

• Making proactive relationship calls to existing customers

• Following up customers after purchases, training and Help Desk interactions

• Being the first point of contact for inbound sales enquiries within your territory

• Building genuine relationships and keeping in regular contact with customers

• Managing Software Maintenance and Subscription renewals

• Identifying opportunities where we can provide additional support, products or services

• Generating leads and booking appointments for our Business Development Managers

• Following up customer enquiries and outstanding activities

• Keeping customer records, opportunities and activities accurate and up to date

• Preparing customer communications, proposals and email campaigns

• Assisting the sales team with customer follow-up and administration

• Processing orders and invoices

• Supporting the wider Sales and Service team with day-to-day activities

HubSpot & Marketing Coordination

Approximately one day per week will also be dedicated to coordinating our HubSpot and customer marketing activities.

This will include:

• Coordinating HubSpot campaigns and activities

• Maintaining our marketing calendar

• Scheduling customer communications and promotions

• Assisting with EDMs, social media, promotions and Planit Academy activities

• Maintaining accurate HubSpot and CRM information

• Monitoring campaigns, tasks and deadlines

• Assisting with campaign reporting

Previous HubSpot experience would be a great advantage, but the heart of this position is customer service, communication and organisation.

Who we're looking for

We're looking for a real Customer Service Superstar.

You’ll be someone who enjoys picking up the phone, having conversations and building relationships with customers.

You’ll ideally have:

• Previous experience in Customer Service, Account Management, Internal Sales or a similar customer-facing role

• Excellent telephone communication skills

• Confidence spending a large part of your working day speaking with customers

• Strong relationship-building and listening skills

• A friendly, positive and professional personality

• Excellent organisation and follow-up skills

• Strong attention to detail

• Good computer and administration skills

• Experience working with CRM systems

• The ability to manage multiple priorities and deadlines

• A proactive attitude and willingness to take ownership

• A genuine desire to provide great customer service

Experience using HubSpot or Xero would be advantageous but isn't as important as having the right customer service experience, attitude and communication skills.

About Planit Australia

Planit Australia provides software, services, training and support to businesses across Australia's cabinet making, joinery and manufacturing industries.

We believe great customer relationships don't happen by accident. They come from staying in contact, listening, following through and making sure customers feel supported throughout their journey with us.

That's where you come in.

You’ll join a friendly, established team and work closely with our Sales, Service and Management teams from our Sutherland office.

Why join us?

• Full-time, office-based role in Sutherland

• Immediate start available

• Established customer base

• Plenty of customer interaction

• Variety across customer service, account management and HubSpot

• Work closely with our Sales and Service teams

• Opportunity to develop your CRM and HubSpot experience

• Friendly and supportive team environment

• An opportunity to build long-term relationships rather than simply chase sales

Sounds Like You?

If you're an experienced Customer Service or Account Management professional who loves talking to customers, enjoys building relationships and wants a full-time role close to home in the Sutherland area, we'd love to hear from you.

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