B

BGL Corporate Solutions

SMSF administration and company compliance software

Relationship Manager

Full-TimeUpdated on 10/23/2026
No salary listed
Mid
Melbourne VIC, Australia
HybridHybrid working arrangements.
Sales & Account ManagementAccount Management

About the job

Requirements
  • Proven account management or customer success background.
  • Industry expertise or ability to quickly learn industry-specific challenges; exposure to superannuation, trust, compliance, accounting, audit, or financial services environments is a plus.
  • Use a consultative selling approach to connect product capabilities to customer challenges.
  • Demonstrate customer empathy and strong written and verbal communication.
  • Use a data-driven approach and be comfortable with analytics and reporting.
  • Apply problem-solving and conflict-resolution skills with a customer-centric lens.
  • Demonstrate excellent time management and follow-up discipline.
  • Be coachable and driven, take feedback on board quickly, and use it to improve performance.
  • Demonstrate a team-first mindset, share credit, support colleagues, and prioritize group results.
  • Develop deep product knowledge and map features to customer value.
  • Think strategically and be comfortable leading cross-functional projects.
  • Be proficient with customer relationship management tools and analytics platforms.
  • Have full working rights for Australia.
Responsibilities
  • Own customer relationships end-to-end by managing multiple stakeholders, navigating complex deals, completing product demonstrations, and ensuring successful outcomes.
  • Act as a strategic advisor by understanding customer key performance indicators, aligning product capabilities to business needs, and holding in-depth strategic reviews.
  • Build trust through responsiveness by anticipating customer needs, prioritizing inquiries, and maintaining organized engagement records.
  • Close deals and expand revenue by navigating multi-stakeholder environments, managing sales pipelines, and identifying data-backed upsell opportunities.
  • Adapt communication across email, chat, and phone, and provide clear, empathetic written and verbal communications.
  • Drive customer success through regular check-ins, encouraging feature adoption, and proactively surfacing solutions to customer challenges.
  • Use analytics to forecast pipeline, understand wins and losses, and identify market trends to inform strategy.
Desired Qualifications
  • Exposure to superannuation, trust, or compliance environments, including accounting, audit, or financial services, is a plus.

About the company

B

BGL Corporate Solutions

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BGL Corporate Solutions provides cloud-based software for SMSF administration, investment management, and company compliance. Users access web apps CAS 360, Simple Fund 360, and Simple Invest 360 to input fund, investment, and company data, and the software automates compliance checks, reporting, and administration across multiple jurisdictions. Backed by more than 30 years of experience and a global user base of over 9,500 businesses in 15 countries, it offers a focused, integrated suite with a strong user experience. The goal is to help businesses efficiently manage SMSFs, investments, and corporate compliance by reducing manual work and risk.

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

Melbourne, Australia

Founded

1983

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Benefits

  • Paid Vacation
  • Hybrid Work Options
  • Professional Development Budget
  • Wellness Program
  • Mental Health Support

Company News

Australian FinTech
Aug 31st, 2026
BGL REGTECH 2026 concludes with record attendees.

BGL REGTECH 2026 concludes with record attendees. BGL Corporate Solutions (BGL) celebrated the close of BGL REGTECH 2026 last week, its premier annual accounting and technology roadshow that brings together accountants and advisers across Australia. Engineering & Technology BGL REGTECH brought together 2,000+ professionals in six Australian cities through August 2026 for a half-day experience packed with product announcements, industry insight and genuine connection. From Perth to Brisbane to Melbourne, the roadshow united the accounting, advisory and SMSF community at a time of significant regulatory and technological change. This year's event, rated 4.54/5 stars by attendees, featured sessions from BGL's leadership team, including Founder Ron Lesh, Chief Executive Officer Daniel Tramontana and Chief Product Officer Jeevan Tokhi, alongside industry experts Peter Moore, Head of Advisory and M&A at Ashfords and Lielette Calleja, Director at businessDEPOT. Together, they tackled the future of advisory, the role of AI in the accounting profession and the evolving regulatory landscape shaping practices across Australia. "BGL REGTECH 2026 was everything we hoped it would be and more," said Daniel Tramontana, Chief Executive Officer at BGL. "To everyone who attended, thank you for showing up and being part of the conversations that matter. To our speakers, thank you for bringing your expertise and generosity to every room. To our sponsors and partners, your continued support is what makes this event possible year after year." BGL REGTECH 2026 welcomed an outstanding lineup of 30 sponsors and partners, including Diamond Sponsor Xero, Platinum Sponsors The Access Group and Macquarie, as well as Gold, Silver, Bronze, Coffee and Media sponsors from across our ecosystem. Their presence on the expo floor gave attendees direct access to the tools and teams shaping the future of accounting technology in Australia. This year also marked the return of the BGL Online Summit, a free series of exclusive webinars hosted in partnership with XU Magazine and leading ecosystem partners, including Xero, Act2, FuseSign, ASF Audits, The Gap, Bell Financial, Karbon and Registry Direct. Running for two weeks in July and August, the BGL Online Summit extended the conversation beyond the roadshow, giving professionals across Australia the flexibility to engage with the industry from wherever they are. Discover more "This time of year is always a highlight for our team," said Jeevan Tokhi, Chief Product Officer at BGL. "Seeing the energy in the room when we share what we have been building and what is coming next is incredibly motivating. The curiosity and enthusiasm from attendees this year pushed us to keep raising the bar and we are already excited about what we are working on." BGL thanked their clients, partners, speakers and attendees who made BGL REGTECH 2026 a sensational event for the community, and they look forward to seeing everyone again in 2027.

Australian FinTech
Feb 15th, 2026
BGL responds to Division 296 uncertainty with AI-powered planning tools

BGL responds to Division 296 uncertainty with ai-powered planning tools. BGL Corporate Solutions (BGL) will highlight Division 296 as a key focus of its SMSF Roadmap at the 2026 SMSF Association National Conference. The proposed Division 296 legislation has introduced significant uncertainty for the SMSF industry, raising complex questions about earnings calculations, member attribution, reporting obligations and how the new tax will ultimately be administered once finalised. With more than 50 per cent of all SMSFs in Australia administered on BGL's Simple Fund 360, BGL has a responsibility to help the industry navigate this complex and evolving regulatory change with clarity and care. "Division 296 is still proposed legislation and that has created a lot of questions across the industry," said Ron Lesh, Founder and Director at BGL. "SMSF professionals are being asked to explain potential outcomes to clients without final regulations. This puts professionals in a very difficult position." While Division 296 is an individual-level tax assessed by the ATO, SMSFs are required to calculate and attribute fund-level earnings using a prescribed methodology and report those attributed amounts as required. This distinction has added to confusion for both practitioners and members. In response, BGL is investing in tools to help clients understand and explain how Division 296 may apply, without treating outcomes as definitive or replacing professional judgement. At the centre of this approach is the new Division 296 Planning Assistant in Simple Fund 360. The assistant uses real-time fund data to estimate Division 296 fund earnings, apply mandatory proportional, time-weighted attribution and help practitioners identify members who may be impacted, while recognising that only the ATO can determine final tax liabilities. "Our responsibility as a software provider is to ensure accuracy and audit-readiness, especially in periods of legislative uncertainty," said Jeevan Tokhi, Chief Product Officer at BGL. "The Division 296 Planning AI Assistant is designed to help practitioners explore scenarios, understand why Division 296 earnings differ from taxable income and answer client questions with confidence, without overstating certainty where it doesn't exist as yet." The Division 296 Planning Assistant is one of six Generative AI assistants currently available in Simple Fund 360, with more coming. Built on large language models, the assistants provide conversational support, allow file uploads for interactive analysis and deliver entity-specific insights while maintaining appropriate disclaimers about the limits of AI-generated advice. The assistant supports key Division 296 concepts, including fund-level earnings calculations, Total Superannuation Balance considerations, proportional attribution, carried-forward losses and transitional CGT rules, while maintaining a clear separation between fund calculations and the ATO's assessment process. Practitioners can model scenarios using current-year data or project outcomes across multiple future years, enabling clients to conduct multi-year strategic planning for affected members. BGL's Division 296 initiatives are a central part of its broader BGL's 2026 SMSF Roadmap, which will focus on regulatory readiness, deeper ATO integration and automation that reduces risk and manual effort for SMSF professionals. BGL representatives are available throughout the SMSF Association National Conference (Booth 42) to discuss Division 296, demonstrate the AI Assistant and engage with practitioners on how technology can support informed decision-making as the legislation continues to evolve.

Australian FinTech
Dec 8th, 2025
BGL announces BGL Masterclass 2026

BGL announces BGL Masterclass 2026. BGL Corporate Solutions have announced the launch of BGL Masterclass 2026, a national education event designed to help clients work smarter, simplify compliance and maximise the value of their BGL software. Running from 3 - 17 March 2026 in Adelaide, Perth, Sydney, Brisbane and Melbourne, BGL Masterclass 2026 will give attendees the opportunity to explore practical workflows, features and real-world processes that can be applied immediately in practice. "BGL Masterclass is all about empowering our clients to work smarter," said BGL's CEO, Daniel Tramontana. "This event delivers practical, actionable insights that help accounting and administration teams reduce admin, streamline compliance and unlock the full value of their BGL solutions." Designed for both new and experienced users, the one-day masterclass will cover best practices, advanced features, automation opportunities and timesaving tips across CAS 360, Simple Fund 360, Simple Invest 360, BGL SmartDocs 360 and BGLiD. Attendees will earn 6 certified CPD hours and gain direct access to BGL product specialists throughout the event. Sessions will be delivered by BGL's leading product experts, including: * Andrew Paszko, Simple Invest 360 Product Manager * Anthony Fernandez, Simple Fund 360 Product Manager * Eric Li, Simple Invest 360 Business Analyst * Justin Liow, Simple Fund 360 Product Manager * Shami De Silva, CAS 360 Product Manager * Tuesday 3 March 2026, Adelaide Convention Centre * Wednesday 4 March 2026, The Westin Perth * Tuesday 10 March 2026, Intercontinental Sydney * Wednesday 11 March 2026, Brisbane Convention and Exhibition Centre * Tuesday 17 March 2026, Melbourne Convention and Exhibition Centre Tickets are now available, with seats expected to fill up quickly across all locations. For more information and to book tickets, visit www.bglcorp.com/bglmasterclass

Australian FinTech
Oct 15th, 2025
BGL Corporate Solutions promotes Jeevan Tokhi to Chief Product Officer

BGL Corporate Solutions promotes Jeevan Tokhi to Chief Product Officer. BGL Corporate Solutions have announced the promotion of Jeevan Tokhi (pictured) to Chief Product Officer. The appointment marks an important milestone in BGL's continued growth and innovation with Jeevan set to lead the vision, strategy and development of BGL's award-winning product suite: CAS 360, Simple Fund 360, Simple Invest 360, BGL SmartDocs 360 and BGLiD. "I'm honoured to step into this role at such a pivotal time for BGL," said Jeevan Tokhi, Chief Product Officer. "Our focus remains on delivering innovative solutions that truly make a difference to our clients. I'm excited to work with our talented team to continue pushing the boundaries of what's possible in our industry." Jeevan's appointment recognises his almost 20-year journey with BGL. Jeevan joined BGL in 2005 as a Support Consultant and has progressed through several teams, including Support, Simple Fund Desktop, Ecosystem, API and Simple Fund 360. In 2023, he was one of seven team members appointed to the BGL Executive Team. A qualified CPA and SMSF Specialist Advisor (SSA), Jeevan brings extensive technical expertise and a client-first mindset to his new role. His leadership and commitment to excellence have been instrumental in driving BGL's product innovation and growth. "This is a very exciting time for BGL" said Daniel Tramontana, BGL's Chief Executive Officer. "Jeevan has an incredible track record of building great teams and delivering exceptional products. His deep understanding of the industry and passion for innovation make him the ideal person to guide BGL's product strategy into the future." "We're extremely proud of Jeevan's journey and achievements," Tramontana added. "We look forward to seeing him take on this new challenge and deliver outstanding outcomes for our business, our clients, our partners and the broader accounting and technology community."

Australian FinTech
Sep 4th, 2025
BGL Corporate Solutions ranked #6 by Great Place to Work

BGL Corporate Solutions ranked #6 by Great Place to Work.