Investment Portfolio Manager manages the company's investment portfolio. Reviews investment strategy, seeks out new opportunities, and recommends changes in investments to manage risk and generate acceptable rate of return. Being an Investment Portfolio Manager studies and monitors investment performance and trends that may impact the portfolio. Requires a bachelor's degree. Additionally, Investment Portfolio Manager typically reports to a head of a unit/department. The Investment Portfolio Manager contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Investment Portfolio Manager typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)
Job Description
Position: Portfolio Account Manager
Location Perth, Australia
Domain: Specializing in Electric
Position Summary
Strategic selling position that provides account-level leadership, aligns Itron capabilities and offerings with the customers strategic initiatives and focused on driving revenue and ensuring CSAT with assigned customers.
Primary Deliverables
· Develop and close new and Incremental business across assigned accounts
· Responsible for revenue and bookings quota across D, N, O
· Primary focus is driving product revenue in the 12 Month rolling forecast
· Understand market, customer drivers, competition and regulatory environment
· Partner with customer enablement team to ensure we deliver to our commitments
· Drive new product sales and expansion to secure the base of the pyramid.
· Grow frame agreements across assigned accounts
· Maintain regular interaction across the enterprise for all product offerings
· Work closely with Enterprise Client Director and AVP on strategic long sales cycle initiatives
· Responsible for keeping revenue plan up to date and accurate
· Maintain Devices specifications as necessary
· Provide internal early awareness and support trouble shooting for product, system and project issues
· Work in conjunction with BU sales enablement teams
Responsibilities/ Tasks to Perform
· Increase Predictability, Profitability and Growth;
· Leverage Itron to develop a complete relationship within clients across all BU’s solutions and outcomes
· Ensure we deliver sold value to customer through the implementation and ongoing operations of our solutions and outcomes
Criteria for Success
· Revenue;
· margin growth;
· CSAT, forecasting accuracy;
· customer/partner success;
· conversion rate
· Demand plan, and forecast for assigned accounts;
· Work with team on customer escalation points;
· Drive sales operational efficiency
Key coordination points/orgs
· Customer interface and relationship;
· D, N, O product marketing/mgmt
· Customer enablement org, finance, legal, business development, business operations
Required Skills and or Experiences
· Proven track record of meeting and beating the revenue and business objectives
· Success selling a diverse set of product offerings across the customer enterprise
· Proven success in a matrixed organization where product and content comes’ from multiple sources
· Experience at selling at the device and application level
· Experience supporting complex commercial deals with legal and finance
· Interpreting financial and market information to make decisions
Key Stakeholders O=Observer; D=Decider; I=Keep Informed
· Business lines
· Supply Chain
· R&D – be able to take challenges to these groups in order to work on issues
· Business lines for forecast and budgets
· Balance product availability with demand
· Team with biz dev to leverage relationships in their regions
· Work with business ops, product marketing and finance on planning and creating deal winning strategies
Important Personal/Professional Attributes
· Comfortable working across the customer enterprise
· Comfortable developing relationships at multiple levels
· Ability to develop an account capable of delivering products and solutions across D, N, O
· Must be highly collaborative, and driven to deliver business results
Itron is committed to building an inclusive and diverse workforce and providing an authentic workplace experience for all employees. If you are excited about this role but your past experiences don't perfectly align with every requirement, we encourage you to apply anyway. In the end, you may be just who we are looking for!
The successful candidate's starting salary will be determined based on permissible, non-discriminatory factors such as skills and experience.
Itron is proud to be an Equal Opportunity, Affirmative Action Employer. If you require an accommodation to apply, please contact a recruiting representative at 1-800-635-5461 or email Accessibility@itron.com.
Itron enables utilities and cities to safely, securely and reliably deliver critical infrastructure solutions. We provide smart networks, software, services, meters, and sensors to better manage electricity, gas, water and city services. We are dedicated to creating a more resourceful world.
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