Strategic Accounts CSM – AML Verification Solutions

Smartsearch; West Yorkshire; On-site; GBP 40,000 - 65,000; Full time

Benefits offered by this job

25 days holiday rising to 30 with each

Private Medical Insurance

Company pension scheme

Life Assurance - 4x your annual salary

1 day paid volunteering per year

Enhanced maternity / paternity

Employee Assistance Programme

Cycle to work scheme

On site gym

Job summary

SmartSearch is seeking a Customer Success Manager to own retention and growth for a portfolio of strategic accounts worth £14K to £50K annually. You will ensure customers gain clear value, renew with confidence and grow where it makes sense, using health, usage and renewal signals to guide engagements.

The role emphasizes high-touch, multi-stakeholder relationships and expansion opportunities, including Credas identity verification, with weekly forecasting and accurate activity in HubSpot.

Qualifications

• Experience managing a portfolio of mid-market or high-value B2B customers.
• Proven track record of meeting retention and expansion targets.
• Strong commercial skills, including renewal negotiations.
• Experience building and running account plans.
• Disciplined CRM use and forecasting, ideally in HubSpot.

Responsibilities

• Own a portfolio of Strategic Accounts and their retention and growth targets.
• Build and maintain account plans for priority accounts, with clear objectives, success criteria and next steps.
• Manage the portfolio using health, usage, renewal and expansion signals in HubSpot.
• Keep HubSpot accurate, including contacts, account records, activity and forecasts.
• Build renewal readiness well ahead of renewal dates.
• Spot risk early and act quickly to protect the relationship and revenue.
• Lead renewal conversations and negotiations and manage contractual obligations.
• Identify and own value-led expansion opportunities, using sector propositions and expansion routes.
• Introduce new products and developments where they solve a customer need, including Credas identity verification.
• Forecast accurately each week and month and bring opportunities forward where possible.

Skills

Account management

Customer success

Renewal negotiations

Relationship management

Forecasting

Tools

HubSpot

Job description

SmartSearch is seeking a Customer Success Manager to own retention and growth for a portfolio of strategic accounts worth £14K to £50K annually. You will ensure customers gain clear value, renew with confidence and grow where it makes sense, using health, usage and renewal signals to guide engagements.

The role emphasizes high-touch, multi-stakeholder relationships and expansion opportunities, including Credas identity verification, with weekly forecasting and accurate activity in HubSpot.