Client Services Account Executive

WestSpring IT Limited; West of England; On-site; GBP 35,000 - 50,000; Full time

Benefits offered by this job

25 days holiday + bank holidays

Flexible working

Full health insurance

Games room

Well stocked kitchen

Board update day

Employee assistance programme

Referral scheme up to £1,000

Training & professional development

Job summary

WestSpring IT Limited is seeking a Client Services Account Executive to manage a portfolio of lite clients from our head office with occasional on-site meetings and partner events. You will support procurement, quotes, renewals and upsell opportunities while delivering excellent client service.

You will build strong client relationships, understand each client’s business, and drive revenue growth in a fast-paced, structured environment.

Qualifications

• Experience in an account management or client-facing role with commercial conversations and sales processes.
• Strong communication skills (written and verbal).
• Highly organised with ability to manage multiple smaller clients and calendar structure.
• Proficient using remote collaboration tools (Teams) and CRM systems.
• Attention to detail and a service-first mindset.

Responsibilities

• Own and manage a pool of lite clients as the main contact; ensure high-quality, responsive service.
• Support remote service reviews; assist with quotes, roadmaps, renewals and upsell opportunities.
• Support procurement quoting (hardware, licensing, connectivity) and manage supplier quotes.
• Collaborate cross-functionally with other business areas; maintain clear communication with clients.
• Maintain CRM/doc accuracy; help improve processes and reporting.

Skills

Relationship building

Communication

Organisation

Proactive mindset

Tools

Teams

CRM systems

Job description

The Role

This is an excellent opportunity to play a vital part in the continued growth of a very reputable, growing MSP and service-led company that uses cutting edge modern technology. WestSpring are continuously growing our client base and due to this continued growth, this new role has been created to be a key part of the Client Services function

The Role

This is an excellent opportunity to play a vital part in the continued growth of a very reputable, growing MSP and service-led company that uses cutting edge modern technology. WestSpring are continuously growing our client base and due to this continued growth, this new role has been created to be a key part of the Client Services function

The role is sales and account management focused, providing quarterly account reviews and assessing your client base to understand opportunity and deliver revenue growth.

You will be responsible for your own client pool, support the Client Product Specialist on delivering the Hardware and Software Profit number and provide assistance to our account management team with sales admin and activity

The Client Services Account Executive will work predominantly from our head office however, there will be on-site meetings and proposal opportunities

This role is ideal for someone who enjoys building strong client relationships while working in a fast-paced, structured environment. You’ll predominantly manage a portfolio of clients as a desk-based role however, there will be an opportunity to visit clients on site and at partner/WestSpring events , ensuring they receive excellent service, while also supporting our procurement function to deliver solutions accurately and efficiently across the business.

Responsibilities

Client Management (Lite Clients)

• Own and manage a pool of smaller / lite clients, acting as their main point of contact
• Deliver a high-quality, responsive client experience across day-to-day interactions
• Build strong client relationships to drive retention and satisfaction
• Understand each client’s business and identify opportunities to improve their IT setup
• Handle general queries, minor escalations and service follow-ups
• Ensure clients feel supported without needing full account management
• Own and Support with new client on and offboarding processes
• Manage and own client account and conflict meetings, escalating for support where appropriate

Client Reviews & Commercial Support

• Prepare and support remote service reviews (lite/structured)
• Assist CEMs/Senior CEMs with:
• Quotes
• Roadmap updates
• Contract Upsell and Renewals
• Service recommendations
• Identify and flag upsell or improvement opportunities
• Maintaining your own pipeline, pending opportunities and client follow-ups
• Ensure client review and management KPIs are strategically planned and prepared for, ensuring meeting notes are clear and SMART
• Preparing client renewal options and upsell opportunities

Procurement Support

• Support the CPS (Client Product Specialist) with procurement quoting such as Hardware, Licensing, Connectivity and Services
• Manage supplier quotes and comparisons (Cost, specification and lead times), including negotiation where appropriate
• Ensure accurate order processing and tracking
• Liaise with vendors and internal teams to ensure smooth delivery of solutions
• Maintain pricing consistency, margin awareness and commercial accuracy

Internal Coordination & Cultural Alignment

• Work closely and pro-actively with all other areas of the business
• Ensure tickets, onboarding tasks and procurement activities are progressing correctly as to company standards
• Help maintain clear communication between teams and clients
• Promote and maintain the WestSpring Company Values and culture

Process & Admin Ownership

• Maintain CRM and Documentation accuracy
• Support reporting on client activity and procurement pipeline
• Continuously look to improve efficiency and standardisation of processes

Person Specification

• Experience in an account management or client-facing role, involving commercial conversations and sales processes
• Strong communication skills both written and verbal
• Highly organised with the ability to manage multiple smaller clients simultaneously and ability to maintain your own calendar structure
• Confident using remote communication and admin tools (Teams, Email, CRM Systems)
• Strong attention to detail. Especially for quotes, orders and client communication
• Proactive and Self-driven with a service-first mindset
• Thrives in a fast-paced environment
• Has a “best thing for the client” attitude towards sales
• Is able to work collaboratively within a team environment and maintains a proactive approach

Desirable

• Experience within IT/Managed Services/Telecoms or Procurement and Supplier management
• Understanding of Microsoft 365 and IT Infrastructure
• Experience with quoting tools and CRM Systems

Why WestSpring?

At WestSpring we offer unparalleled levels of IT service delivered via our unique unlimited concept, turning the typical IT service contract on its head. We specialise in providing IT consultancy and support services to businesses across the UK.

We believe that great IT is great for business. WestSpring was founded with a passion for delivering professional, friendly and bespoke IT support services and building long-lasting relationships with clients.

At WestSpring quality is everything. We only use products and systems of the highest quality to ensure that all our clients only get the very best. We are constantly evolving, reviewing, and enhancing our service offering.

We’re a fast-paced business where no two days are the same. Our culture is what makes us different. We expect a lot of ourselves and each other - we nourish our people and help them thrive in their chosen field; balance professional and personable; and deliver the balance between client service and company profitability.

Why Join WestSpring

At WestSpring we offer unparalleled levels of IT service delivered via our unique unlimited concept, turning the typical IT service contract on its head. We specialise in providing IT consultancy and support services to businesses across the UK.

We believe that great IT is great for business. WestSpring was founded with a passion for delivering professional, friendly and bespoke IT support services and building long-lasting relationships with clients.

At WestSpring quality is everything. We only use products and systems of the highest quality to ensure that all our clients only get the very best. We are constantly evolving, reviewing, and enhancing our service offering.

We’re a fast-paced business where no two days are the same. Our culture is what makes us different. We expect a lot of ourselves and each other - we nourish our people and help them thrive in their chosen field; balance professional and personable; and deliver the balance between client service and company profitability.

What We Offer

• 25 days holiday + bank holidays
• Flexible working
• Full health insurance
• Games room including consoles, pool table, tennis table, dartboard
• Well stocked kitchen including a decent coffee machine and teabags(!), monthly breakfast club, breakfast food, office pick-n-mix, and drinks fridge
• Monthly company update day includes a briefing from the Board, team meetings, training sessions, and a ‘grand’ lunch
• Employee Assistance Programme/Support
• Employee & Client referral scheme up to £1,000
• Professional development opportunities including internal training, external certification, general and soft skill development, industry training/conferences, and everything in between