Strategic Relationship & Account Manager – FinTech SaaS

Chapman Tate Associates; United Kingdom; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Account Management

Relationship Building

Stakeholder Management

Commercial Awareness

Communication Skills

Job description

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.