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Halkin Global
About the role
Location: Sydney (APAC) | Reporting to: Global CEO and Regional MD APACHalkin Global is an accounting and finance firm with a growing HR consulting and employer of record practice, operating across Australia, the UK, the US, the Philippines and Mexico. We're looking for a commercially minded Head of Customer to own the client lifecycle from qualified opportunity through onboarding, retention and expansion.
About the roleThis is a genuine hybrid of business development and client experience leadership (70/30 split). You'll be the person clients trust to have a strategic conversation about growth, risk and opportunity, not just a relationship manager checking in on delivery. You'll own the commercial pipeline for existing and new clients, run structured onboarding and health monitoring programs, and feed commercial intelligence back into our go to market engine.This is not a back office operations role. We need someone comfortable setting direction and working autonomously, who can spot where Halkin can add value beyond the current engagement and make warm introductions to our capital, growth and exit advisory services.
What you'll be doingDriving revenue from the existing client base through strategic advisory conversations and identifying upsell and cross sell opportunitiesRunning new client meetings and owning the CRM for lead tracking and reportingDesigning and running a structured onboarding, check in and health monitoring program across all client segmentsOverseeing cross service coordination so tax, business services and advisory teams are aligned on every clientProducing commercial intelligence reporting for the CEO and Senior Leadership TeamSupporting the wider team's client engagement skills and contributing to a proactive, rather than reactive, client culture
What we're looking forA background in professional services or a B2B environment, with strong client relationship management experienceCommercial acumen and financial literacy. We'd love to see this backed by experience as a Financial Controller, Senior Accountant, or similar, and/or an MBAA track record identifying and acting on cross sell, upsell and advisory expansion opportunitiesExperience managing multi service client relationships where coordination across teams is criticalComfort with CRM discipline, dashboards and commercial reportingAI tool proficiency for accelerating operational and client workflowsA self starter who sets direction rather than waiting for instruction
If you enjoy the challenge of being both a trusted advisor to business owners and the architect of the systems that make client experience scalable, we'd like to hear from you.
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