Sales Development Executive

💼 Customer Account Manager – Finance Management Solutions

Location: UK – Remote

Contract: Permanent, Full Time

Salary: Competitive + Commission

📣 Join IRIS Software Group – Helping Organisations Transform Financial Management

IRIS Software Group is a leading global provider of business-critical software, delivering innovative finance, HR, payroll, and education solutions to organisations of all sizes. Our finance management solutions help businesses streamline financial operations, improve reporting, strengthen compliance, and make better commercial decisions.

We're looking for an experienced Customer Account Manager to take ownership of a portfolio of finance software customers, driving long-term relationships, customer retention, product adoption, and commercial growth.

💼 About the Role

This is a customer-focused commercial role, split 50% account management & retention and 50% product growth and expansion.

You'll become a trusted advisor to finance leaders, helping customers maximise the value of their finance management solution while identifying opportunities to introduce additional functionality, modules, and complementary IRIS solutions that support their evolving business needs.

🎯 What You'll Be Doing

50% – Account Management, Retention & Customer Success

• Build trusted, long-term relationships with finance leaders and key stakeholders across your customer portfolio.
• Drive high customer retention through proactive engagement, regular business reviews and value-led conversations.
• Understand each customer's strategic objectives and align our solutions to support their financial and operational goals.
• Act as the primary commercial contact for your customers, ensuring a consistently positive customer experience.
• Identify potential risks early and develop retention plans to secure renewals.
• Collaborate closely with Customer Success, Support, Professional Services and Product teams to ensure customer satisfaction.

50% – Product Adoption, Upsell & Portfolio Growth

• Identify opportunities to expand customer usage of finance management capabilities, including reporting, automation, budgeting, forecasting, purchasing, expense management, and financial controls.
• Promote new functionality, product enhancements and complementary IRIS finance solutions that deliver measurable business value.
• Lead consultative commercial conversations that uncover customer challenges and translate them into solution opportunities.
• Manage the full sales cycle for upgrades, cross-sell and expansion opportunities.
• Support customers through system enhancements, process improvements and digital transformation initiatives.

📊 Pipeline, Forecasting & Commercial Ownership

• Maintain accurate forecasting and opportunity management within Salesforce.
• Keep CRM records up to date with customer activity, pipeline progression and revenue forecasts.
• Take full commercial ownership of your portfolio, delivering against renewal, upsell and cross-sell targets.
• Develop strategic account plans to maximise long-term customer value and revenue growth.

🧠 What You'll Bring

Essential

• Proven experience in Account Management, Customer Success or SaaS Account Management.
• Strong track record of retaining and growing customer accounts.
• Experience managing commercial conversations with senior stakeholders, particularly within finance or business leadership teams.
• Excellent relationship-building, negotiation and presentation skills.
• Commercially driven with the ability to identify and convert growth opportunities.
• Highly organised, self-motivated and comfortable managing a portfolio independently.

Desirable

• Experience working with finance software, ERP, accounting or financial management solutions.
• Knowledge of financial processes including budgeting, forecasting, purchasing, reporting or financial controls.
• SaaS software experience.
• Salesforce CRM experience.

🌟 What Success Looks Like

• High customer retention and renewal rates across your portfolio.
• Consistent achievement of upsell, cross-sell and revenue growth targets.
• Increased adoption of finance management functionality across customer accounts.
• Strong customer relationships with trusted advisor status.
• Accurate forecasting and effective pipeline management.
• High levels of customer satisfaction and long-term account growth.