Account Manager

Certus Recruitment Group; Greater London; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

25 days' holiday

Pension

Laptop

Phone/internet expenses

3 paid charity days

Job summary

Certus Recruitment Group is seeking a commercially minded Account Manager to take ownership of a portfolio of existing mid-market customers. You will work with CFOs and senior stakeholders to expand adoption, strengthen retention and develop long-term partnerships.

The role is predominantly remote with weekly in-office time in London Waterloo and some UK travel. Experience in financial SaaS, FinTech, or complex B2B software is highly beneficial.

Qualifications

• Proven track record in account management or key account management.
• Ability to engage CFOs and senior stakeholders.
• Strong commercially minded approach with a focus on growth and retention.

Responsibilities

• Manage and develop a portfolio of existing mid-market customers.
• Identify opportunities to grow recurring revenue within key accounts.
• Develop relationships with CFOs, finance leaders and other senior stakeholders.
• Move customers towards longer-term strategic partnerships.
• Understand clients' evolving finance and operational requirements.
• Develop proactive retention strategies and help minimise churn.
• Coordinate with technical and internal teams to ensure successful delivery.
• Become a trusted advisor rather than simply a point of contact.

Skills

Relationship management

C-suite engagement

Commercial mindset

Account management experience

Growth opportunities identification

Job description

Certus Recruitment is working with an established financial SaaS business entering an exciting new phase of growth.

Our client provides a cloud-based financial management and accounting platform, helping mid-market organisations modernise their finance operations and move beyond restrictive legacy systems.

With 20 years behind the business, a proven SaaS product and an established customer base, they are now investing in their next stage of expansion – bringing a genuine scale-up mentality to an already successful software company.

We're looking for a commercially minded Account Manager who enjoys building strong customer relationships, identifying opportunities for growth and becoming a genuine trusted advisor to clients.

This isn't a passive customer support role.

You'll take ownership of a portfolio of existing mid-market customers, working with CFOs, finance teams and operational leaders to increase adoption, uncover expansion opportunities, strengthen retention and develop longer-term commercial relationships.

The role:

• Manage and develop a portfolio of existing mid-market customers
• Identify opportunities to grow recurring revenue within key accounts
• Develop relationships with CFOs, finance leaders and other senior stakeholders
• Move customers towards longer-term strategic partnerships
• Understand clients' evolving finance and operational requirements
• Develop proactive retention strategies and help minimise churn
• Coordinate with technical and internal teams to ensure successful delivery
• Become a trusted advisor rather than simply a point of contact
• Previous Account Management, Key Account Management or similar commercial experience
• A strong "farmer" mentality – someone who genuinely enjoys developing and growing existing relationships
• Evidence of identifying and converting expansion opportunities within accounts
• Confidence engaging C-suite and senior operational stakeholders
• Strong commercial and relationship-management skills
• Experience within financial SaaS, FinTech, accounting software, ERP or other complex B2B software would be particularly relevant
• An understanding of accounting principles – or the ability to learn quickly enough to communicate confidently with CFOs and finance teams
• A proactive, autonomous approach – this isn't a micromanaged environment

You'll work predominantly remotely, with weekly time in the London Waterloo office, alongside some UK travel to develop important customer relationships.

25 days' holiday | Pension | Laptop | Phone/internet expenses | 3 paid charity days

This could be a great opportunity for someone currently working in Financial SaaS or B2B software Account Management who wants more ownership of their accounts and the opportunity to play a visible role in the next stage of a growing software business.