About Us
Automic Group brings together modern purpose-built technology with a dynamic and experienced team to tailor solutions for companies and funds to understand, engage and manage their investors. We provide a cloud-native single registry, employee share plan and board management platform, and professional services including company secretarial, ESG, accounting and finance, and investor and media relations.
Today, over 1,400 ASX listed and unlisted clients trust Automic’s 250 employees to manage their registry, investor and board requirements – and Automic is ranked number one on the ASX by number of companies serviced, with 750 listed clients. In the past two financial years, Automic has won 50%of IPOs and 70% of listed companies who have switched registries.
Our culture is innately entrepreneurial, comprising people who thrive in an atmosphere where ideas, actions and initiative are encouraged. Our core values, Customer Success, Ambition, Equality and Team are at the foundation of who we are and how we operate.
Job Description
Position Overview
The Account Manager – Funds is responsible for managing and growing Automic’s fund client accounts across Fund Registry, Fund Administration and Custody services and related corporate solutions.
This role is focused on strengthening long-term client relationships, leading renewals, identifying upsell and cross-sell opportunities, and expanding Automic’s footprint within the fund services ecosystem.
Working closely with Customer Success Managers, Solutions , Operations, Product, and Sales teams, you will help deliver exceptional client experiences while driving sustainable commercial growth.
This is an exciting opportunity for a commercially minded relationship manager who thrives in complex stakeholder environments and enjoys partnering with clients to deliver strategic outcomes.
Key Responsibilities
Portfolio & Relationship Management
· Manage a portfolio of funds clients across Automic’s suite of solutions.
· Build and maintain strong multi-level stakeholder relationships.
· Lead client engagement activities and act as the primary commercial contact for assigned accounts.
· Develop strategic account plans to support long-term client growth and retention.
Retention & Commercial Management
· Lead renewal cycles, pricing discussions, and contract negotiations.
· Proactively identify and mitigate churn risks and service concerns.
· Support complex client issue resolution in collaboration with internal stakeholders.
· Maintain accurate pipeline forecasting and CRM records within HubSpot or Salesforce.
Growth, Upsell & Cross-Sell
· Identify expansion opportunities across Automic’s products and services.
· Develop and deliver commercial proposals and account growth initiatives.
· Drive upsell and cross-sell activity to increase product penetration and client value.
· Contribute to revenue growth and achievement of assigned commercial targets.
Collaboration & Market Expertise
· Partner closely with Solutions, Transitions, and Operations teams to support onboarding and delivery outcomes.
· Collaborate cross-functionally with Product, Legal, Risk, and Commercial teams.
· Maintain strong knowledge of Automic’s products, market positioning, and relevant regulatory environments.
· Provide market and client insights to support broader go-to-market and product strategies.
Desired Skills and Experience
Experience & Qualifications
To be successful in this role, you will demonstrate:
· 4+ years’ experience in account management, business development, or client relationship management.
