Relationship / Account Manager – Financial Software & SaaS

Chapman Tate Associates; United Kingdom; Híbrido; GBP 45.000 - 65.000; Jornada completa

Descripción de la vacante

Chapman Tate Associates is seeking an experienced Relationship / Account Manager to serve an established portfolio in the financial software and SaaS space. You will engage senior finance professionals, identify opportunities, and collaborate with sales, delivery, and technical teams to maximise value from technology investments.

You will develop long-term relationships, drive renewals, and explore cross-sell opportunities across a range of accounting software solutions.

Formación

• Experience in Account Management, Relationship Management, Customer Success or Client Services.
• Ideally background in financial software, accounting SaaS, ERP, FinTech or business software solutions.
• Proven ability to develop strong, lasting commercial relationships.
• Excellent communication, stakeholder management and presentation skills.

Responsabilidades

• Managing and developing relationships with an established portfolio of business customers.
• Acting as a trusted point of contact, understanding customer challenges, objectives and future requirements.
• Identifying opportunities for account growth, cross-selling and additional software solutions.
• Building relationships with Finance Directors, CFOs, Accountants and senior decision-makers.
• Working closely with internal sales, technical and delivery teams to ensure an excellent customer experience.
• Conducting regular account reviews and maintaining a strong understanding of customer needs.
• Supporting customer retention, renewals and long-term account development.
• Identifying qualified opportunities and collaborating with senior business development colleagues.

Conocimientos

Account Management

Relationship Building

Stakeholder Management

Commercial Awareness

Communication Skills

Descripción del empleo

Relationship / Account Manager – Financial Software & SaaS

Location: UK – Hybrid / Remote (TBC)

Sector: Financial Software | SaaS | Accounting Technology

The Opportunity

Are you a natural relationship builder who thrives on developing customer relationships, identifying opportunities and delivering exceptional client service?

We're working with an established and growing technology solutions provider specialising in financial software, accounting technology and business-critical SaaS solutions.

This is an excellent opportunity for a commercially minded Relationship Manager / Account Manager to take ownership of an existing customer portfolio, develop meaningful relationships and help customers maximise the value of their technology investments.

We're looking for someone who combines excellent interpersonal skills with commercial awareness, curiosity and the confidence to engage with senior business stakeholders.

What You'll Be Doing

• Managing and developing relationships with an established portfolio of business customers.
• Acting as a trusted point of contact, understanding customer challenges, objectives and future requirements.
• Identifying opportunities for account growth, cross-selling and additional software solutions.
• Building relationships with Finance Directors, CFOs, Accountants and senior decision-makers.
• Working closely with internal sales, technical and delivery teams to ensure an excellent customer experience.
• Conducting regular account reviews and maintaining a strong understanding of customer needs.
• Supporting customer retention, renewals and long-term account development.
• Identifying qualified opportunities and collaborating with senior business development colleagues.

What We're Looking For

• Experience in Account Management, Relationship Management, Customer Success or Client Services.
• Ideally a background in financial software, accounting SaaS, ERP, FinTech or business software solutions.
• A proven ability to develop strong, lasting commercial relationships.
• Excellent communication, stakeholder management and presentation skills.
• Confidence engaging with senior finance and business professionals.
• A proactive approach to identifying customer needs and commercial opportunities.
• Strong organisational skills and the ability to manage multiple customer relationships.
• A consultative, personable and customer-focused approach.

Experience with solutions such as NetSuite, Sage, Xero, QuickBooks, Sage Intacct, Dext, iplicit or similar financial software would be advantageous, although we're equally interested in candidates with transferable B2B software experience.

Why Consider This Opportunity?

• Join an established business operating in a growing technology market.
• Work with an existing customer base and develop long-term commercial relationships.
• Represent software solutions that help businesses improve their financial operations.
• Collaborate with experienced sales and technical professionals.
• Enjoy genuine opportunities for professional development and career progression.
• Benefit from a competitive package with additional earning potential.