Join to apply for the Strategic Account Manager role at Dynamic Planner
Build relationships that unlock value in the UK financial planning and investment services sector – and own the commercial results.
At Dynamic Planner, we’re using technology to transform the way financial advice is orchestrated in this country, dramatically reducing the time it takes to deliver a regulated financial plan, opening up access to financial advice to those that need it. Simultaneously the UK government is prioritising widening the access to financial advice for all. To support the growing demand for financial advice and the tech that underpins it, we’re now looking for a driven individual to lead the account management through success and growth within our largest client base outside of Enterprise. Our mission is to help them unlock maximum value from our tech and achieve their business goals.
This is a high-impact, commercially accountable role where you can make a real difference. You’ll be the face of Dynamic Planner to key accounts in the financial planning and wealth manager sectors, acting as a trusted advisor, growth partner, and strategic operator. You\'ll also have the support of a dedicated CSM who you will manage, develop and mentor through your leadership.
Strategic Relationship Management & Account Ownership
* Be the day-to-day contact and relationship owner for assigned strategic accounts.
* Build trusted advisor status with stakeholders across the client’s business (not just the original buyer).
* Ensure consistent client engagement, including running regular check-ins, QBRs, and planning sessions.
* Create high quality material for client meetings and present these with clarity and professionalism in your regular customer engagements.
Revenue Growth & Expansion
* Work closely with the Customer Success Director to deliver against the YoY growth target.
* Identify and qualify upsell/cross-sell opportunities, in collaboration with Sales, Product, Support and Customer Success.
* Maintain and execute detailed strategic account plans aligned to each client’s business objectives but also focused on growth opportunities. An in depth understanding of regulatory requirements is also key at this point
* Understand the client’s business model, goals, and challenges to position the SaaS solution as critical infrastructure.
* Translate product capabilities into tangible business value for the client.
* Bring insights and recommendations to clients that help them gain more value from the platform.
Team Management
* Develop and execute on the Customer Success Management strategy across Dynamic Planner.
* Lead, train and mentor your direct reports maintaining the culture of a fast paced, high growth b2b2c SaaS, FinTech organisation, working alongside Operations to ensure maximum efficiency across the team. Liaise with the Customer Success Director to implement an always on training programme for your team.
* Take ownership of all aspects of the Customer Success Management function of the Large space, including driving adoption, utilisation and value the client receives from Dynamic Planner so that the full contracted commercial value is delivered and maximised to the fullest potential.
* Act as a key liaison between the client and internal teams (Product, Engineering, Marketing, Support).
* Assist in new business rollouts, working with the Sales team and the Project Manager for optimum delivery, onboarding and adoption
* Surface client needs, feedback, and risks to the Customer Success Director and relevant internal stakeholders.
* Be the ‘voice of the customer’ internally
* Proactively manage issues or blockers, escalating where needed but owning resolution pathways.
* Utilise the Customer Health Scores to identify ‘at risk’ clients
Forecasting & Reporting
* Track and report on account health, usage metrics, growth pipeline, and renewal timelines.
* Maintain up-to-date CRM records and contribute to forecasting and performance dashboards.
Commercial Acumen & Support
* Drive contract renewals, pricing conversations, and proposal development.
* Articulate and justify the commercial value of proposed expansions or renewals.
We are a purpose driven, ambitious and welcoming company. Our people are engaged and passionate about designing and delivering great products, services and experiences for clients and colleagues. With multiple platform and customer awards we are proud to add the 2024 PIMFA Diversity and Inclusion award which recognises our inclusive culture, one which enables talent to be recognised and promoted, and allowing people to bring their whole selves to work.
Seniority level
* Mid-Senior level
Employment type
* Full-time
Job function
* Account Management
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