Strategic Partnerships Manager - Accountancy

Insignis; Greater London; Hybrid; GBP 50,000 - 80,000; Full time

Benefits offered by this job

25 days holiday

5% Pension contributions

Private medical insurance

Health cash Plan

Enhanced Parental Leave

Cycle to Work Scheme

Monthly team lunches

Job summary

Insignis, a fast-growing FinTech in London, is seeking a Partnership Manager – Accountancy to build and manage long-term relationships with accountancy partners and their clients in our corporate segment. You will drive onboarding, funding, and ongoing account development, aiming to maximise client engagement and sustainable value while maintaining governance and high customer experience standards.

The role emphasizes proactive planning, cross-functional collaboration, and a consultative,

Qualifications

• Experience in a B2B customer success or account management role in accounting/fintech.
• Experience with inbound referrals and proactive outreach.
• Familiar with CRM systems and structured sales processes.
• Experience in regulated or compliance-led environments is advantageous.
• Solid years of experience in accounting and bookkeeping software or SaaS.
• Able to quickly learn new technologies and advise customers clearly.
• Excellent communicator.
• Able to prioritise work to maximise client time.
• Team player who contributes to group results.
• High performer who consistently achieves results.

Responsibilities

• Guide customers through onboarding and drive adoption.
• Work with Account Management to create monthly plans.
• Help customers embed the Insignis platform.
• Deliver group training sessions.
• Own monthly client retention targets and KPIs.
• Engage referred business clients consultatively.
• Support onboarding, funding, and account development.
• Identify opportunities to deepen relationships.
• Maintain relationship-led approach for referrals.
• Conduct discovery to ensure client relationships are suitable.
• Maintain CRM records and pipeline visibility.
• Share feedback with marketing and wider teams.
• Ensure activity aligns with regulatory and conduct standards.
• Escalate unsuitable or high-risk opportunities.
• Balance commercial growth with quality and customer outcomes.

Skills

B2B customer success

Account management

CRM proficiency

Relationship building

Excellent communicator

Job description

Insignis, a fast-growing FinTech in London, is seeking a Partnership Manager – Accountancy to build and manage long-term relationships with accountancy partners and their clients in our corporate segment. You will drive onboarding, funding, and ongoing account development, aiming to maximise client engagement and sustainable value while maintaining governance and high customer experience standards.

The role emphasizes proactive planning, cross-functional collaboration, and a consultative,