Account Manager

England, West Midlands
10 Jul 2019
07 Aug 2019
Barney Dawson
Business Sector
Non Food & Drink
Full Time
Contract Type

Role objective:

  • To support the Customer Success Team with maximising revenues from our existing customer base and maintain and increase customer satisfaction levels

  • Advise, consult and support on project requirements within our existing customer base through relationship building, definition of problem statements, business case support and high-level solution design.

Client Details

My Client are a VC backed, market leading Fintech and A.I organisation who's solution focuses on providing companies around the globe with faster cash allocation, clearer information, and better control over cash flow.


Key responsibilities:

Commercial and Project Activity:

Support the Customer Success Team in the scoping of customer requirements through attending meetings/ calls, dissecting customer challenges and advising on best practice through solution and process consultation.


Ensure that knowledge and understanding of the product set and process is retained and kept up to date.

Customer Retention:

Ensure that our software solutions are fully optimised and performing in line with the customer's expectations.

Support the CS team with annual service reviews.

Monitor and measure Customer Health and performance.

Maintain customer relationship at all levels

Annual Recurring Revenue Retention and Growth:

Explore opportunities to up-sell and cross sell to our customers. Work closely with the sales team to align strategies to explore every opportunity to widen our reach across our existing customers.

Secure professional service revenue in line with required effort.

Business Case:

Act as a conduit between client, customers and their decision makers to ensure a robust relationship, understanding of blockers, risks/their mitigation's and assistance with compilation of their internal business cases as required


Maintain up to date records (including contractual) for assigned customer portfolio

Ensure structured account plans are in place and regularly updated.

Monitor the company's industry competitors, new products, and market conditions.

Monitor and measure customer health using existing measurement tools (BI, volume consumption etc.)

The Brand:

Represent the brand during all customer and prospect interactions

Educate customers on how products or services can benefit them financially and professionally

"bring the outside in" - help be the voice of the customer within my client.


Core Competencies:
    • Excellent verbal and written communication skills
    • Ability to convey solutions to non-technical audiences
    • Commercial awareness and business acumen with an ability to build rapport and working relationships
    • Natural problem solver
    • Customer Focused
    • Team Player but able to work alone and prioritise time/ activity
    • Resilient and able to work ina fast-paced environment

Job Offer

Successful candidate will receive:
  • Competitive Salary + Benefits

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