Account Manager

Red Recruitment is recruiting an Account Manager on behalf of our client who is a financial well being and retirement specialist in the public sector. This position will involve effectively managing a large portfolio of existing corporate clients by successfully implementing and managing delivery of education, guidance and advice services to their public sector clients. This role includes a competitive salary as well as a performance-based bonus.

This position is located in Liverpool.

Benefits, Culture, and Salary for an Account Manager:

• Salary: Competitive
• Hours: Monday - Friday, 9am - 5pm
• Contract Type: Permanent
• Location: Liverpool
• Performance-based bonus of up to £4,500
• 25 days annual leave plus bank holidays
• Workplace Pension
• Private medical insurance for employees
• Permanent health insurance

Key Responsibilities of an Account Manager:

• Manage the day to day business relationships of corporate clients, whilst supporting the delivery of seminar programme and enquiry generation for advice services and digital service
• Produce accurate business forecasts for account portfolio and continually review performance against this
• Research existing clients using available tools and resources to identify seminar growth opportunities, which the team can then implement
• Promote and encourage excellent customer service as well as client relationship building skills to ensure client satisfaction and business loyalty
• Schedule regular client review meetings to better understand their individual requirements and provide product focused solutions, which the team can then implement
• Resolve challenging client requests or issues and ensure that queries are escalated appropriately

Key Skills and Experience of an Account Manager:

Proven account management skills

• Excellent influencing and interpersonal skills
• A proven track record of excellent customer service skills and the ability to maintain positive client relationships
• Successful history of delivering client centred projects, ideally within the financial services business to business space
• Track record of managing projects from inception to completion
• Experience of working in a sales environment where targets are set and achieved
• Self-motivated and able to motivate others with a focus on delivering results
• Excellent interpersonal and communication skills, both written and verbal
• Highly organised and comfortable making decisions on own analysis of operational requirements
• Thorough approach to work and excellent attention to detail
• Ability to work to deadlines with proven time management skills
• Ability to work on own initiative and multi-task with a flexible attitude
• Able to build rapport with others within WEALTH at work and with 3rd parties
• Proactive team player showing flexibility in the role undertaking any other duties to ensure the smooth running of the team that are required from time to time
• Proficient in the use of Microsoft Office - PowerPoint, Excel, Outlook and Word
• Experience using CRM software e.g. Salesforce, Microsoft Dynamics

If you have the relevant skills and are interested in this position, please apply now!

Red Recruitment (Agency)