Account Manager

Overview:

Account Manager

Job overview 

As an Account Manager at Ad Valorem Group, you will play an essential role in managing and enhancing our client relationships within the fast-evolving landscape of accountancy & finance. Representing our progressive firm, you will embody a proactive approach, merging traditional sales and client management techniques with cutting-edge tools and technologies to serve our clients better.

Key Responsibilities:

1. Client Relationship Management:

• Foster and maintain strong relationships with a portfolio of clients, understanding their unique needs and challenges.
• Address client enquiries promptly and professionally, ensuring their satisfaction and loyalty.
• Lead client meetings, offering insights, and solution-based approaches tailored to their needs.

2. Account Management:

• Identify potential upsell or cross-sell opportunities based on evolving client needs.
• Oversee the client onboarding process, guaranteeing smooth integration into our delivery teams.
• Ensure all recurring fee clients are to be engaged on direct debit agreements, in line with agreed targets.
• Maximise referral opportunities from existing clients.

3. Innovation and Strategy:

• Stay informed about the latest trends in accountancy solutions, software, and related technologies.
• Propose new solutions and features to meet changing client requirements and market demands.
• Participate in initiatives aimed at refining our service offerings and improving client experience.

4. Collaboration:

• Collaborate across teams to ensure consistent and high-quality service delivery.
• Collaborate with marketing team to maximise coverage of portfolio through testimonials and feedback.

5. Business Development:

• Attend networking events, seminars, and conferences to promote the firm and forge new and existing relationships.
• Develop quotes and proposals for clients by working closely with internal delivery teams
• Successfully engage and onboard new clients to the business.
• Identify opportunities to upsell and cross-sell additional solutions to clients, and successfully closing them.
• Ensure Sales pipeline is fully up to date and recorded on our CRM.
• Work closely with the partnerships team to ensure a seamless process, from leads introduced by referral partners to client sign-up and onboarding.

Required Qualifications and Skills:

• Experience in sales or account management, preferably within a SaaS or tech-driven environment.
• Proficiency in modern CRM tools, ideally Salesforce, and an openness to embrace new technologies.
• Strong communication, presentation, and interpersonal skills; particularly with prospects at business owner level.
• Strong analytical, problem-solving, and organisational skills to prioritise workload.
• Ability to work in an environment that can sometimes be time and pressure focused.
• Have a passion for understanding and supporting SME’s including sole traders, micro-entities and limited companies.
• Hold a valid UK Driving License.
• Have full right to work in the UK.

Desirable Qualities:

• Bachelor’s degree in Business, IT, Marketing, or a related field.
• Familiarity with available accountancy solutions market or a keen interest in financial tech solutions.
• Be able to demonstrate a good knowledge of Xero (or other digital bookkeeping/accounting software).
• Be able to understand a client’s needs and provide solutions according to legal requirements and the portfolio offering.
• Proven track record of driving client satisfaction and business growth.

The perks…

In return, the successful candidate will receive: 

• £25-£34k base salary plus OTE £50k year one, £60k+ year two onwards
• The choice between a company car or a car allowance
• 23 days holiday plus bank holidays
• Opportunities for professional growth within a cutting-edge firm.
• An inclusive, dynamic, and collaborative work environment.
• Comprehensive benefits package including pension, private healthcare, and other perks.