Account Manager

Job Title: Account Manager

Job Type: Permanent | Full-time

Salary: £35,000 base salary + commission (OTE up to £50,000 per year)

Location: Remote and Client Site Visits

Working Hours: Monday to Friday, 9:00am - 6:00pm
Benefits

• Company pension
• Private medical insurance
• Health & wellbeing programme
• Hybrid working / work from home

Overview We are looking for a proactive, commercially minded, and customer-focused Accounting Software Account Manager to manage and grow our existing client base while supporting new business development.
This hybrid role combines account management, customer success, and sales responsibilities , making it ideal for someone who enjoys building long-term client relationships, helping businesses maximise the value of accounting technology, and contributing directly to revenue growth.
You will act as a trusted advisor to clients - ensuring strong adoption, satisfaction, and retention, while identifying opportunities to expand accounts and win new business.
Key Responsibilities Client Account Management & Customer Success

• Serve as the primary point of contact for a portfolio of existing clients
• Onboard new clients and support successful implementation of accounting software
• Deliver client training on system functionality, best practices, and new features
• Identify client needs, usage gaps, and opportunities to improve value
• Manage renewals, upselling, and cross-selling activities
• Work closely with support and implementation teams to resolve client issues efficiently

Sales & Business Development

• Support the full sales cycle, including lead qualification, product demonstrations, proposals, negotiation, and closing
• Identify opportunities for account expansion and new business growth
• Deliver tailored product demonstrations to clients and prospects
• Prepare quotations, proposals, and contracts
• Maintain accurate pipeline and activity records within the CRM system

Product & Market Knowledge

• Develop strong knowledge of accounting software, integrations, and use cases
• Stay up to date with developments in accounting, finance, and technology
• Provide client feedback to internal teams to support product improvements

Background & Qualifications

• Degree educated or equivalent experience (Accounting or Finance desirable but not essential)
• Part-qualified or fully qualified (ACCA, ACA, CIMA or equivalent) desirable
• Good understanding of core accounting principles, including:
  • Bookkeeping
  • Management accounts
  • Financial reporting

Technical & Systems Skills

• Experience using accounting software such as Xero, QuickBooks, Sage , or similar platforms
• Strong general IT skills and ability to learn new systems quickly
• Comfortable working with cloud-based platforms and digital workflows
• Understanding of how technology improves efficiency and reporting in accounting processes

Ideal Candidate This role would suit someone who:

• Enjoys working with clients and building long-term relationships
• Has a commercial mindset and is comfortable working towards targets
• Is confident demonstrating software and explaining technical concepts
• Wants to combine accounting knowledge with sales and client management

Application Questions

• Do you have at least 2 years' experience working with accounting software (e.g., Xero, QuickBooks, Sage)?
• How many years of experience do you have in account management or client-facing roles?
• Do you have experience delivering product demonstrations?
• Are you part-qualified or studying towards ACCA, ACA, or CIMA?
• Do you have experience managing the full sales cycle?
• Have you worked in a commission-based or target-driven role?
• Do you hold a valid UK driving licence?
• Are you eligible to work full-time in the UK?

Get in touch with if keen to hear more

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