Account Manager

Sage; West of England; Hybrid; GBP 35,000 - 55,000; Full time

Benefits offered by this job

Generous pension scheme

25 days annual leave

Bank holidays

Volunteer days

Healthcare coverage

Hybrid working

Training & development

Job summary

Sage in Bristol is seeking an Account Manager for the Retail Customer Success Team. You will manage upsell and renewals for allocated accounts, handle queries via email, phone, and conferencing, and maintain CRM records.

The hybrid role requires three days in the Bristol office with a focus on relationship management, contract handling, and achieving targets while growing professionally at Sage.

Qualifications

• Account management experience in SaaS or software services.
• Excellent written and verbal communication.
• Experience negotiating software contracts.
• Experience managing customer accounts in SaaS.
• Proficient with Salesforce CRM.
• Ability to drive upsell and renewals and manage contracts.
• Strong relationship-building skills.

Responsibilities

• Manage renewals and upsell opportunities for assigned accounts.
• Prepare quotations and negotiate contracts.
• Respond to customer queries via email, phone, and video conferences.
• Maintain accurate CRM records in Salesforce.
• Collaborate with Technical Account Managers for account reviews.
• Meet monthly and quarterly targets.
• Assist with reporting and pipeline management.

Skills

Customer Success

Account Management

Communication

Negotiation

SaaS experience

Salesforce CRM

Contract management

Relationship building

Upsell & renewals

Multi-channel retail

Tools

Salesforce CRM

Job description

Job Description

We are looking for a highly organised, diligent, and adaptable Account Manager to join our Retail Customer Success Team. The purpose of the Account Manager role is to successfully manage upsell and renewals for their allocated accounts. An Account Manager’s duties are split across several key roles: relationship management, upsell and contract management, including contract renewals. Key tasks include building quotations, negotiations and closing opportunities. The role will also include the handling of all customer-related queries via email, phone, and online conferences. An Account Manager will also maintain accurate CRM records.

Hybrid 3 days in office- Bristol

Key Responsibilities

• Processing customer renewals in the internal CRM and billing systems from quote to invoice and payment collection.
• Processing customer upgrades and upsell sales in the internal CRM and billing systems from quote to invoice.
• Identifying high risk customers and working on plans to retain these customers.
• Working to achieve and exceed monthly and quarterly team targets.
• Maintaining good customer relations.
• Work with Technical Account Managers to arrange Account reviews.
• Answering customers phone queries.
• Producing timely reports.
• Maintaining customer CRM records.
• Managing the customer communications and making sure all emails are responded in a timely manner.
• Call on assigned client accounts for renewals and pricing negotiations.
• Interact and build relationships with clients.
• Qualify your account base to identify opportunities to maximize uplift.
• Manage renewals pipeline with Salesforce CRM to ensure activity levels position you for success.
• Complete sales training classes on a regular basis. We are learners and we can always improve to be even more effective.

Skills,

• Prior experience in Customer Success OR equivalent history of increasing customer satisfaction, adoption, and retention.
• Excellent communication skills, both verbal and written and highly organized.
• Experience negotiating software contracts.
• Experience managing customer accounts in ‘software as a service’ (SaaS).
• Experience with Salesforce CRM software.
• Understanding of the challenges a multi-channel retail business faces and how technology can solve.
• Ability to drive continuous value of a cloud and/or ERP solution.
• Familiarity working with clients of all sizes

At Sage, we offer you an environment where you can grow professionally without compromising your personal well-being. Our benefits package is designed to provide stability, flexibility, and balance:

Benefits? We have plenty...

Video:https://www.youtube.com/watch?v=TCMtTYUUiuU

• Generous bonuses and pension scheme: Up to 8% matched pension contribution plus 2% top-up by Sage.
• 25 days of paid annual leave with the option to buy up to another 5 days
• 8 bank holiday days
• Paid 5 days yearly to volunteer through our Sage Foundation
• 50% income protection
• Holiday buy + sell
• Comprehensive health, dental, and vision coverage
• Work away scheme for up to 10 weeks a year
• Ongoing training and professional development
• Hybrid working
• Healthy Mind app membership
• Access to various helpful memberships for finances, health and wellbeing