Account Manager

Formulate; Guildford; Hybrid; GBP 42,000 - 60,000; Full time

Benefits offered by this job

Hybrid pattern (2 days in Guildford, 3

Own portfolio from day one

Exposure to leadership team

AI and automation tools exposure

Job summary

Formulate in Guildford seeks an Account Manager to own a portfolio of client relationships as the business grows. You will run review meetings, understand client needs, and ensure delivery by coordinating with engineers.

You’ll draft proposals and statements of work, and translate client requirements into clear commercial documents. This role is client-facing with autonomy; you’ll identify opportunities, manage timelines, and liaise with marketing partners and CRM platforms.

Qualifications

• Three or more years managing client accounts in an agency, consultancy or professional services environment.
• Experience writing proposals or statements of work, and understanding margin and pricing.
• Excellent written English communication, with client-facing writing.
• Comfortable working with engineers and technical subject matter without being technical.
• Organised and reliable with a track record of following through.
• Ability to have difficult conversations with clients, including saying no when needed.
• Experience with regulated sectors such as insurance, financial services or healthcare.
• Familiarity with Jira, Pipedrive or similar CRM tools.
• Understanding of data and reporting tools such as Power BI.

Responsibilities

• Own a portfolio of client accounts as the named point of contact and maintain relationship health.
• Run review meetings, set agendas and own actions.
• Coordinate communications between client and development team to avoid information loss.
• Draft proposals and statements of work translating client needs into commercial documents.
• Identify and develop opportunities within existing accounts.
• Coordinate external marketing partners across paid search, LinkedIn and outreach.
• Triage incoming client support requests and ensure timely responses.
• Keep CRM and Jira records current and robust.
• Contribute to regular client portfolio reviews with honest status reporting.
• Share AI-driven process improvements with the team.

Skills

Client management

Proposal writing

Written English

Engineer liaison

Organised and reliable

Conflict resolution

Regulated sector experience

Tools

Jira

Pipedrive

CRM platforms

Power BI

Job description

Formulate is an engineering-led consultancy delivering high-stakes technology, and our clients range from insurance platforms and financial services to consumer brands. We are looking for an Account Manager to take ownership of a portfolio of client relationships as the business grows.

This is a client-facing role with autonomy. You will be the person our clients call. You will run their review meetings, understand what they need next, and make sure we deliver it. You will work alongside the engineers who build and run the platforms, so you need to be comfortable with technical subject matter without being technical yourself. You will also draft proposals and coordinate our marketing partners, so commercial judgement and clear writing matter as much as organisation.

Key responsibilities

• Own a portfolio of client accounts as the named point of contact, taking responsibility for the health of each relationship.
• Run the review meetings for each account, set the agenda, and own the actions.
• Own the flow of communication between the client and the development team, in both directions, ensuring that nothing important is lost between them.
• Draft proposals and statements of work alongside technical leads, translating client needs into clear commercial documents.
• Identify and develop opportunities within existing accounts.
• Coordinate our external marketing partners across paid search, LinkedIn and outreach, holding them to agreed goals and keeping the leadership team informed.
• Triage incoming client support requests, assess urgency, log them properly and make sure the right person picks them up. Many of our clients hold us to contractual response times.
• Keep account and pipeline records current in our CRM, and in Jira where clients use it.
• Contribute to regular client portfolio reviews, reporting honestly on status, risks and opportunities.
• Use AI tools to reduce the administrative load of account management, and share what works with the rest of the team.

Essential skills and experience

• Three or more years managing client accounts in an agency, consultancy or professional services environment, holding several concurrent relationships.
• Experience writing proposals or statements of work, and the commercial judgement to understand where margin comes from and defend a price.
• Excellent communication skills, especially written English. Your writing will go directly to clients and needs no rewriting.
• Comfortable working with engineers and technical subject matter without necessarily being technical yourself.
• Organised and reliable, with a track record of following through without being chased.
• The confidence to have a difficult conversation with a client, including saying no when it is the right answer.
• Experience working with clients in regulated sectors such as insurance, financial services or healthcare.
• Familiarity with Jira, Pipedrive or similar delivery and CRM platforms.
• An understanding of data and reporting tools such as Power BI, enough to follow the conversation.
• Experience managing external marketing agencies against performance goals.
• Practical experience using AI assistants, such as Claude, as part of daily work.

Our values

We are looking for someone who brings energy, positivity and resourcefulness to their work, someone who sees a challenge and looks for a way through it, rather than a reason it cannot be done. You will fit right in if you are proactive, adaptable, and enjoy figuring things out, especially with the help of modern AI and automation tools.

We tell clients the truth about risk and complexity, and we expect the same honesty internally.

What we offer

• A hybrid working pattern, 2 days per week in our Guildford office and the rest remote, giving you flexibility alongside regular in-person time with the team.
• A real portfolio from day one. You will own relationships, not support someone else's.
• Variety in the nature of the work and across client sectors, from insurance and financial services platforms to consumer brands.
• Direct exposure to the leadership team and to how a scaling consultancy actually runs.
• A supportive, collaborative team culture built around a 'can-do' mindset.
• Ongoing learning and development, including exposure to the latest AI and automation tools.
• Clear opportunities to grow as the business scales, including into senior account management.