Job Description
Who we are?
InfoTrack is a leading SaaS technology innovator that is helping a range of professionals, businesses and individuals in a digital age. We care about what we do and the people we work with. We partner with our clients to identify their challenges and constantly look for ways to evolve our products to maximise their impact.
The Role
The role will commence with an existing portfolio and responsibility for generating new clients, primarily within the Auckland and upper North Island market. As new clients are secured, the Associate Account Manager will retain ownership and be responsible for their onboarding, growth, and long-term relationship management.
Over time, the portfolio will expand to a sustainable level, with the expectation that within approximately 12–18 months the role will transition into a full Account Management position focused primarily on client retention and growth.
This role is based in Auckland but you will work from home and travel into Auckland when meeting with clients.
About you
This role is suited to a motivated early-career professional who is not afraid of outbound prospecting, is highly coachable, and takes pride in delivering exceptional client service.
Key Roles and Responsibilities
New Business Development (approx. 50%)
Prospect and win new clients across NZ, focused on SME law firms, conveyancers, and real estate professionals in Auckland and the upper North Island
Conduct outbound sales via cold calling, email outreach, and virtual demos
Clearly articulate the value of InfoTrack’s solutions and confidently close new business
Build, manage, and maintain a strong pipeline in Salesforce
Retain ownership of all new accounts secured
Account Management (approx. 40%)
Manage and grow an assigned client portfolio
Onboard and train new clients to drive early adoption and long-term success
Maintain regular client contact via face-to-face, phone, email, and virtual meetings
Monitor usage to support retention and identify upsell and cross-sell opportunities
Work closely with the Senior Account Manager on client strategy and escalations
Operational Support (approx. 10%)
Process time-sensitive manual search requests, including council LIM orders
Meet strict turnaround times with high attention to detail
Maintain accurate client records, activity tracking, and pipeline management in Salesforce
Support client setup, documentation, and administrative tasks as required
Skills, Knowledge and Experience:
1–3 years’ experience in a sales, customer service, account management, or similar client-facing role preferred
Experience in the legal, property, or technology sectors is advantageous but not essential
Confidence engaging with clients and prospects over the phone and face to face
Strong organisational skills and attention to detail
Ability to work in a fast-paced environment and manage competing priorities
Experience using CRM systems (Salesforce preferred) and Microsoft Office applications
An understanding of the New Zealand legal or conveyancing environment, or experience with NZ search products (LINZ, PPSR, Companies Office), would be beneficial but is not required
The Rewards and Culture
What We Offer:
Personal Development We have a rich history of providing people with growth opportunities throughout their InfoTrack journey. We provide our people with professional development plans, technical training, leadership programs, and clear career progression opportunities.
Reward & Recognition We have a culture of recognising the contributions of our people and rewarding them for their impact. We have various formal recognition programs as well as access to our employee share scheme.
Health & Wellbeing We care about our people’s well-being and that is why we offer a range of benefits including fully covered gym memberships, progressive leave policies and access to an Employee Assistance Program.
Join a company that puts people first, where your contributions are valued, and your potential is supported every step of the way. Apply now or message us directly to find out more!
At InfoTrack we are a diverse workforce and we’re proud to be an equal opportunity employer. We believe our differences make us stronger. We therefor encourage applications from Aboriginal and Torres Strait Islander people and people of all cultures, abilities, sex, and genders.
InfoTrack is a leading SaaS technology innovator that is helping a range of professionals, businesses and individuals in a digital age. We care about what we do and the people we work with. We partner with our clients to identify their challenges and constantly look for ways to evolve our products to maximise their impact.
The Role
The role will commence with an existing portfolio and responsibility for generating new clients, primarily within the Auckland and upper North Island market. As new clients are secured, the Associate Account Manager will retain ownership and be responsible for their onboarding, growth, and long-term relationship management.
Over time, the portfolio will expand to a sustainable level, with the expectation that within approximately 12–18 months the role will transition into a full Account Management position focused primarily on client retention and growth.
This role is based in Auckland but you will work from home and travel into Auckland when meeting with clients.
About you
This role is suited to a motivated early-career professional who is not afraid of outbound prospecting, is highly coachable, and takes pride in delivering exceptional client service.
Key Roles and Responsibilities
New Business Development (approx. 50%)
Prospect and win new clients across NZ, focused on SME law firms, conveyancers, and real estate professionals in Auckland and the upper North Island
Conduct outbound sales via cold calling, email outreach, and virtual demos
Clearly articulate the value of InfoTrack’s solutions and confidently close new business
Build, manage, and maintain a strong pipeline in Salesforce
Retain ownership of all new accounts secured
Account Management (approx. 40%)
Manage and grow an assigned client portfolio
Onboard and train new clients to drive early adoption and long-term success
Maintain regular client contact via face-to-face, phone, email, and virtual meetings
Monitor usage to support retention and identify upsell and cross-sell opportunities
Work closely with the Senior Account Manager on client strategy and escalations
Operational Support (approx. 10%)
Process time-sensitive manual search requests, including council LIM orders
Meet strict turnaround times with high attention to detail
Maintain accurate client records, activity tracking, and pipeline management in Salesforce
Support client setup, documentation, and administrative tasks as required
Skills, Knowledge and Experience:
1–3 years’ experience in a sales, customer service, account management, or similar client-facing role preferred
Experience in the legal, property, or technology sectors is advantageous but not essential
Confidence engaging with clients and prospects over the phone and face to face
Strong organisational skills and attention to detail
Ability to work in a fast-paced environment and manage competing priorities
Experience using CRM systems (Salesforce preferred) and Microsoft Office applications
An understanding of the New Zealand legal or conveyancing environment, or experience with NZ search products (LINZ, PPSR, Companies Office), would be beneficial but is not required
The Rewards and Culture
What We Offer:
Personal Development We have a rich history of providing people with growth opportunities throughout their InfoTrack journey. We provide our people with professional development plans, technical training, leadership programs, and clear career progression opportunities.
Reward & Recognition We have a culture of recognising the contributions of our people and rewarding them for their impact. We have various formal recognition programs as well as access to our employee share scheme.
Health & Wellbeing We care about our people’s well-being and that is why we offer a range of benefits including fully covered gym memberships, progressive leave policies and access to an Employee Assistance Program.
Join a company that puts people first, where your contributions are valued, and your potential is supported every step of the way. Apply now or message us directly to find out more!
At InfoTrack we are a diverse workforce and we’re proud to be an equal opportunity employer. We believe our differences make us stronger. We therefor encourage applications from Aboriginal and Torres Strait Islander people and people of all cultures, abilities, sex, and genders.
💡 Quick Summary
Seeking a career-building opportunity? The Associate Account Manager position is now open for candidates interested in the Accountant Jobs sector. This role in Auckland offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.
