Business Performance Associate - Client Services at Rest

Melbourne, Victoria, Australia -

Full Time

Start Date

Immediate

Expiry Date

25 Jun, 26

Salary

0.0

Posted On

27 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

SQL, Tableau Cloud, Data Platforms, Analytics, Business Performance, Client Services, Stakeholder Management, Data Modeling, Dashboard Design, Reporting, CRM Systems, User Stories, Agile, Communication, Data Analysis, Operational Efficiency

Industry

Financial Services

Description

Company Description Supporting millions of Aussies since 1988 with low fees and competitive long-term performance. Profits back to members, not shareholders Closing date: 10th April 2026 Please note Rest does not accept speculative resumes from recruitment agencies Rest will review applications prior to the closing date and may close the role earlier Job Description Join a purpose‑led Super Fund and use your analytics skills to lift performance, support growth and improve the experience for our members! Location: Sydney or Melbourne CBD Hybrid Working: Blend of CBD Office and Remote Established in 1988, Rest is one of Australia’s largest profit-to-member superannuation funds. We support more than two million members, with around $100 billion of funds under management and are recognised as a responsible investment leader*. We believe when members understand and engage with their super, they’re more likely to get a better retirement outcome Everything we do at Rest is underpinned by our values and behaviours, we want to Be Daring, Keep it Simple, Take Action and Have Grit. To put it simply we want our people to thrive and love the work they do. Join Rest’s Client Services team to turn data into decisions that drive better outcomes for members, employers and partners. In this role you’ll work closely with the Head of Business Performance and key stakeholders to lift operational efficiency, sales effectiveness and client experience. You’ll use your skills in SQL, Tableau Cloud and modern data platforms to translate complex data into clear insights, dashboards and recommendations that support informed, data‑driven decisions. What you’ll do Partner with stakeholders to understand business needs and translate them into clear user stories and requirements. Analyse and model data to identify trends, risks and opportunities across sales, account management and operations. Design, build and maintain dashboards and reports that enable timely, data‑driven decisions. Maintain and enhance CRM and related systems to ensure accurate, reliable data and reporting. Own performance reporting for key KPIs and metrics, providing regular insights to stakeholders. Qualifications IIBA® or similar industry standard certification preferred. Advanced diplomas or certifications in business management, data analytics, project management can be advantageous. Required experience, understanding or credentials including: Experience in a similar analytics / business performance role, ideally in financial services. Strong skills in SQL, Tableau (or similar) and working with modern data platforms. Proven ability to turn complex data into clear, actionable insights and presentations. Confident communicator who can influence and collaborate with stakeholders at all levels. Experience writing user stories and acceptance criteria; exposure to Agile ways of working Additional Information Our benefits have been designed so you can tailor your experience with us and include: Personal and professional development opportunities Hybrid working Purchase leave scheme and gender neutral 16 weeks paid parental leave Super Contribution Continuation for 12 Months of parental leave Linkedin Learning Income Protection Insurance Rest Excellence awards (peer recognition awards based on Rest’s values and behaviours) Rest Stops - meeting free breaks If you share our values, believe you can help make a difference for our members and want to be part of a leading superannuation fund with a Super culture, please click Apply Now. Rest is committed to creating a flexible work environment and culture that embraces diversity, equity, and inclusion - where people feel welcome, safe to be themselves and inspired to do their best. We value the different backgrounds, lived experiences and abilities our diverse team brings. We welcome and encourage applications from candidates of all ages, cultural backgrounds, faiths, gender identities, sexual orientations and thinking styles. This includes people with disability, neurodiverse individuals, Aboriginal & Torres Strait Islander peoples and those with disrupted work history due to career or other breaks. Please note only people with the right to work in Australia will be considered. *Funds under management as at 31 July 2025. Rest is recognised as a Responsible Investment Leader by the Responsible Investment Association Australia (RIAA) in its Responsible Investment Benchmark Report 202

Responsibilities

The role involves partnering with stakeholders to translate business needs into requirements, analyzing and modeling data to find trends and opportunities across sales, account management, and operations. Responsibilities also include designing, building, and maintaining dashboards and owning performance reporting for key KPIs.