Robert Crossing
Sales training and development
Altona Meadows,VIC
Summary
Experienced Client & Business Development Manager with over 15 years in managing high-value relationships, driving revenue growth, and delivering tailored service solutions across financial services, training, and telecommunications sectors. Proven ability to lead teams, develop business strategies, and deliver client-focused results.
Professional client management expert with solid track record in fostering client relationships and driving business growth. Adept at strategic planning, conflict resolution, and client retention. Strong focus on team collaboration and achieving results, adapting seamlessly to changing needs. Known for excellent communication, problem-solving, and leadership skills.
Overview
25
25
years of professional experience
5
5
Certification
Work History
Senior Client Manager
MWL Services
01.2018 - 04.2025
- Delivered personalised service to 100+ clients, driving $400K+ in annual revenue and ensuring high client retention.
- Led seamless end-to-end service management, from onboarding through ongoing support, tailored to diverse client profiles.
- Proactively sourced and secured new business opportunities, expanding referral networks and client base.
- Coordinated complex client requirements across cross-functional teams to deliver effective solutions.
Strategic Relationship Consultant
Macquarie Investment and Banking
10.2017 - 10.2018
- Developed and nurtured high-net-worth client relationships, consistently securing qualified strategic appointments.
- Designed and delivered impactful seminars on succession and risk management for business leaders
- Played a key role in post-merger integration, providing actionable feedback that enhanced operational models
Client Engagement Specialist / Team Coach
ANZ
01.2014 - 01.2017
- Cultivated strong referral partnerships across banking teams, generating $160K+ in new annual revenue
- Mentored and coached internal staff, improving lead identification and conversion rates
- Achieved top compliance audit score (1) through rigorous documentation and process excellence
Service & Delivery Consultant (Graduate Program)
AMP Horizons
01.2013 - 01.2014
- Successfully completed an intensive national career transition program with hands-on client engagement
- Delivered comprehensive client service management, supporting client satisfaction and retention
- Mentored new team members, accelerating their development and integration
Business Development Manager
CLB Training & Development
01.2009 - 01.2012
- Engineered customised training programs for national clients, addressing industry-specific workforce needs
- Directed full project lifecycle from client consultation to delivery, compliance, and outcome measurement
- Secured $3M in project revenue and earned recognition as the top-performing BDM nationally
- Partnered with major clients including Pacific Brands, BP, Callaway Golf, and Home Hardware
- Generated new business with marketing initiatives and strategic plans.
- Managed a diverse portfolio of accounts, consistently exceeding revenue targets through upselling strategies and exceptional customer service.
- Leveraged industry events to network with potential clients, generating significant brand exposure and driving new business acquisition efforts.
- Secured high-value accounts through persistent and strategic outreach efforts.
- Participated in trade shows and conferences to network and generate leads.
Sales & Training Facilitator
Accenture / Telstra Learning Academy
01.2009 - 01.2011
- Delivered dynamic training across call centres and retail teams, enhancing sales performance and product knowledge
- Facilitated workshops, coached employees, and contributed to national training consistency and quality improvements
Retention Manager – Business Clients
Telstra Retail (Richmond, Carlton, Chirnside Park)
01.2006 - 01.2008
- Directed retention strategies across multiple sites, safeguarding valuable business client relationships
- Delivered customised technology solutions and managed client communications to maximise satisfaction and renewals
Training & Development Consultant (Self-Employed)
Crazy John’s (Telstra)
01.2006 - 01.2008
- Designed and launched comprehensive onboarding training programs, significantly improving consultant readiness
- Implemented ongoing coaching and performance evaluation systems, driving team retention and success
Business Development Consultant
Crazy John’s (Telstra)
01.2003 - 01.2006
- Drove sales of mobile and data solutions for business customers, consistently exceeding targets
- Supported staff development through training and mentoring initiatives
Custom Solutions Officer
Telstra Mobile
01.2000 - 01.2003
- Delivered tailored telecom solutions to small and medium businesses, resolving technical and account issues
- Led product training and mentoring initiatives for new team members
Education
Graduate Diploma - Financial Planning
Griffith University
Graduate Certificate - Financial Planning
Griffith University
01.2019
Advanced Diploma - Financial Planning
Investment Banking Institute
01.2016
Diploma - Financial Planning
Investment Banking Institute
01.2012
Workplace Training & Assessment
South West Institute of TAFE
VIC01.2007
Victoria Certificate of Education - undefined
Peninsula School
01.1996
Skills
- Partnership-focused mindset
- Consumer engagement initiatives
- Risk management and compliance
- Client relationship management
- Influencing skills
- Sales growth strategies
- Client relationship management
- Team oversight
- Teamwork and collaboration
- Customer service
- Time management
- Problem-solving abilities
- Multitasking Abilities
- Team leadership
- Staff training and development
- Sales presentations
- Analytical thinking
- Appointment scheduling
- Continuous improvement
- Training development
- Customer acquisition
- Business analytics
- Team recruiting and onboarding
Certification
- FASEA Accredited Financial Adviser (2020)
- SMSF Accreditation – University of Adelaide (2019)
Languages
English
Native or Bilingual
Timeline
Senior Client Manager
MWL Services
01.2018 - 04.2025
Strategic Relationship Consultant
Macquarie Investment and Banking
10.2017 - 10.2018
Client Engagement Specialist / Team Coach
ANZ
01.2014 - 01.2017
Service & Delivery Consultant (Graduate Program)
AMP Horizons
01.2013 - 01.2014
Business Development Manager
CLB Training & Development
01.2009 - 01.2012
Sales & Training Facilitator
Accenture / Telstra Learning Academy
01.2009 - 01.2011
Retention Manager – Business Clients
Telstra Retail (Richmond, Carlton, Chirnside Park)
01.2006 - 01.2008
Training & Development Consultant (Self-Employed)
Crazy John’s (Telstra)
01.2006 - 01.2008
Business Development Consultant
Crazy John’s (Telstra)
01.2003 - 01.2006
Custom Solutions Officer
Telstra Mobile
01.2000 - 01.2003
Graduate Certificate - Financial Planning
Griffith University
Advanced Diploma - Financial Planning
Investment Banking Institute
Diploma - Financial Planning
Investment Banking Institute
Victoria Certificate of Education - undefined
Peninsula School
Graduate Diploma - Financial Planning
Griffith University
Workplace Training & Assessment
South West Institute of TAFE
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