Account Manager

cleversoft group; Greater London; On-site; GBP 55,000 - 90,000; Full time

Benefits offered by this job

25 days annual leave

Training and conference participation

Cross-field experience

Job summary

The cleversoft group in London is seeking an Account Manager to join our Sales Team. You will nurture and grow relationships with strategic clients in the Insurance and Pension sector, understanding their business goals and challenges to drive value.

You will collaborate with Customer Success and Pre-Sales, manage renewals and expansions, and lead commercial negotiations. A track record in account management or SaaS sales and comfort with senior stakeholders are essential.

Qualifications

• Bachelor's or Master's degree in Business, Finance, Economics, or a related field.
• 3+ years of experience in the financial services industry, ideally with banks, asset managers, or insurance companies.
• Experience in Account Management, Business Development, or SaaS sales.
• Strong understanding of value-based and consultative selling.
• Excellent presentation, communication, and stakeholder management skills.
• Confident interacting with senior decision-makers and executives.
• Collaborative mindset with strong interpersonal skills.
• Ability to travel and meet clients on-site when required.
• Proficiency in CRM systems (MS Dynamics or Salesforce) and Microsoft Office applications.

Responsibilities

• Manage a portfolio of strategic clients within the Insurance and Pension sector.
• Build relationships with key stakeholders and decision-makers.
• Identify client needs and develop tailored solution proposals.
• Drive account growth through cross-sell and upsell opportunities.
• Conduct consultative meetings with senior executives and position the value of our solutions.
• Collaborate with Customer Success and Pre-Sales teams to maximize customer value and satisfaction.
• Monitor account health, identify risks and opportunities, and support accurate forecasting.
• Manage renewal and expansion opportunities from qualification through contract signature.
• Lead commercial and contractual negotiations with clients.

Skills

Value-based selling

Consultative selling

Stakeholder management

Presentation skills

Communication skills

Collaboration

Travel willingness

CRM (MS Dynamics)

CRM (Salesforce)

MS Office

Education

Bachelor's or Master's degree in Business/Finance/Economics or related field

Tools

MS Dynamics

Salesforce

Microsoft Office

Job description

About The Role

Are you ready to break new ground with us? Then join our Sales Team in London as an Account Manager.

About The Role

Are you ready to break new ground with us? Then join our Sales Team in London as an Account Manager. In this role, you will be responsible for nurturing and developing relationships with some of our most important clients in the Insurance and Pension sector. By understanding their business objectives and challenges, you will proactively identify opportunities for growth, support contract renewals, and drive customer success. You will work closely with decision-makers and internal teams to strengthen partnerships and maximize client value.

Responsibilities

• Manage a portfolio of strategic clients within the Insurance and Pension sector.
• Build and maintain strong relationships with key stakeholders and decision-makers.
• Identify client needs and develop tailored solution proposals.
• Drive account growth through cross-sell and upsell opportunities.
• Conduct consultative meetings with senior executives and position the value of our solutions.
• Collaborate with Customer Success and Pre-Sales teams to maximize customer value and satisfaction.
• Monitor account health, identify risks and opportunities, and support accurate forecasting.
• Manage renewal and expansion opportunities from qualification through contract signature.
• Lead commercial and contractual negotiations with clients.

Requirements

• Bachelor's or Master's degree in Business, Finance, Economics, or a related field.
• 3+ years of experience in the financial services industry, ideally with banks, asset managers, or insurance companies.
• Experience in Account Management, Business Development, or SaaS sales is an advantage.
• Strong understanding of value-based and consultative selling.
• Excellent presentation, communication, and stakeholder management skills.
• Confident interacting with senior decision-makers and executives.
• Collaborative mindset with strong interpersonal skills.
• Ability to thrive in a dynamic and fast-paced environment.
• Willingness to travel and meet clients on-site when required.Proficiency in CRM systems (e.g., MS Dynamics or Salesforce) and Microsoft Office applications.

Details

We Offer

• Competitive salary with sales quota and commission structure.
• 25 paid vacation days annually.
• Project and teamwork providing cross-field experience.
• Opportunities for training, customer engagement, and conference participation.
• Possibility for high impact and fast personal growth.

cleversoft is an equal opportunity employer. We do not discriminate against any applicant or employee based on gender, sexual orientation, race, religion, belief, disability, or any other legally protected characteristic. We are committed to hiring the best candidates for our positions, regardless of these factors.

About Us

The cleversoft group is the leading provider of cloud-based RegTech services for financial service providers. The company, headquartered in Munich with offices in Frankfurt, Luxembourg, Amsterdam, The Hague, Malta, Sofia, Seville, Istanbul, Dubai, and Kuwait, supplies over 1,200 financial institutions worldwide with automated solutions to optimize business-critical compliance processes.