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Account Manager
Job Posted: 20 hours ago
Salary: £ Competitive
Job Type: Permanent
Location: City and County of the City of London
Expire in: a month
Job Description
Our client is seeking a Account Manager (Financial Education) to join their team on a permanent basis. This will be hybrid working.
Responsibilities include (but not limited to):
• Leading the onboarding journey for new corporate clients, ensuring a smooth and professional introduction to the Client.
• Managing day-to-day client relationships across a portfolio of mid-size and enterprise accounts.
• Acting as a key point of contact for HR and Reward stakeholders, ensuring client satisfaction and ongoing alignment with their wellbeing strategies.
• Scoping, shaping and coordinating the delivery of customised financial education programmes.
• Leading the organisation of virtual and in-person sessions, presentations and workplace events.
• Producing high-quality materials including proposals, impact reports, insight summaries and client comms.
• Working with internal delivery teams to ensure programme consistency and quality at every stage.
• Monitoring engagement data and programme outcomes to inform ongoing improvement and upsell opportunities.
• Supporting commercial growth by identifying client needs, surfacing new opportunities, and contributing to pitch preparation and proposals.
• Maintaining accurate records in CRM and supporting pipeline visibility for leadership.
Skills and experience:
• Minimum 2 years' experience in a client management, HR/reward-facing, or B2B service delivery role.
• Strong account management, strategic thinking, and organisational skills.
• Experience in negotiation and contracting.
• Proven success in identifying B2B opportunities and supporting new business pitches and proposal development.
• Competent in Microsoft Office (Outlook, Excel, PowerPoint, Word) and database management.
• A strong interest in financial education, employee benefits, or learning and development.
For more information please send CV in to Tony Ward quoting job reference 16893TWBefore You Apply
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- National Insurance number.
- Date of birth.
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