Our client is looking for an Account Manager to join their Financial Education and Strategic Partnerships team. This is a fantastic opportunity for someone ready to take greater ownership of client relationships, lead programme delivery, and play an active role in our new business growth. If you’ve got a background in HR-facing roles, client relationship management, or B2B partnerships — and you’re looking to step up — we’d love to hear from you.
What You’ll Be Doing:
You’ll manage and grow a portfolio of corporate clients, ensuring the successful delivery of tailored financial education programmes and nurturing relationships that unlock commercial opportunities. Working closely with the Head of Financial Education and Business Development teams, you’ll lead onboarding, deepen engagement, and drive forward strategic account development.
Your responsibilities will include:
- Leading the onboarding journey for new corporate clients, ensuring a smooth and professional introduction
- 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 our CRM and supporting pipeline visibility for leadership
What You’ll Bring:
This is an ideal step-up role for someone who thrives in a client-facing environment, is commercially astute, and enjoys leading programmes that make a difference in people’s lives.
Skills & Experience
Essential
- 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
- A proactive problem solver, able to take ownership, manage multiple accounts, and deliver to deadlines
- Excellent relationship building and objection handling skills, with the ability to make tailored recommendations based on client needs
- Proven success in identifying B2B opportunities and supporting new business pitches and proposal development
- Confident working with senior stakeholders in a fast-paced professional environment
- Competent in Microsoft Office (Outlook, Excel, PowerPoint, Word) and database management
- Exceptional communication and presentation skills, both written and verbal
- A professional, proactive, and people-first mindset
Desirable
A genuine interest in financial education, employee benefits, or learning and development
Why Join Us:
As part of the team, you’ll benefit from:
- Employee Assistance Programme: access to private GP appointments, savings & discounts, gym membership, financial wellbeing tools
- 21 days holiday + annual accrual
- Competitive pension scheme
- Access to funded Private Medical Insurance
- 'Family Friday' – finish early on the last Friday of each month
- Daily breakfast in the office
- Team and company-wide social events