Proactis is seeking an Account Management Director to lead and grow a diverse book of business, drive customer retention and revenue growth, and ensure the success of key Proactis clients across multiple sectors. This is a critical hire for the business as it addresses the need for senior leadership across strategic and senior account managers. The largest Book of Business is UK based, with a smaller Book of Business in the USA. The objective of making this hire is to provide leadership, enhance customer retention, and drive revenue growth, which are essential for achieving Proactis' mission of helping organizations control their spend, manage their suppliers, and streamline their procurement processes.
The Account Management Director report to the Chief Customer Officer, Maria Larsen, and will have a team of Account Managers reporting to them. They will work very closely with Sales, Professional Services, Product, Customer Support, and Customer Success teams to ensure seamless customer delivery and value realization. Key stakeholders they may interact with include the Marketing, Product, and Finance teams for insights, reporting, and client analytics.
The Account Management Director will be involved in key projects such as account planning, executive alignment sessions, QBRs, upsell/cross-sell initiatives, AI and platform adoption projects, and mentoring account managers. It is an exciting time to join the team as Proactis is focused on enhancing its core capabilities and deepening its engagement within existing markets by launching fresh, market-responsive products and strengthening current offerings to meet evolving customer needs.
Key Responsibilities:
Provide leadership and direction for Account Management teams across the UK and USA.
Report directly to the CCO on strategic initiatives, including risk, opportunity, and revenue performance.
Drive client retention, renewals, upsells, and expansion, ensuring long-term client success.
Build executive-level relationships, acting as a trusted advisor to C-suite and senior stakeholders.
Demonstrate strong commercial acumen, owning revenue targets and ensuring delivery against business goals.
Deliver strategic business reviews and presentations that drive engagement and showcase value.
Leverage data and analytics to identify risks, opportunities, and performance trends within client portfolios.
Technology & Tools:
CRM: Salesforce
Reporting: Power BI
Customer Success Platforms: Planhat
Analytics: Heap
Methodologies & Best Practices:
Operate with a collaborative, data-driven approach, aligning regularly with executive stakeholders.
Lead structured account planning, QBRs, and KPI tracking across the team.
Maintain a strong customer-first focus, ensuring measurable impact and proactive engagement.
Foster cross-functional collaboration to enhance client outcomes and operational efficiency.
Core Deliverables:
Increased client retention and account expansion.
Successful onboarding and adoption of Proactis services across client portfolios.
Regular QBRs and tracking of key metrics such as NPS, retention, renewal rate, and expansion rate
First Three Months:
Build familiarity with Proactis’ products, services, and leadership structure.
Establish relationships with key stakeholders and the Account Management team.
Optimise the governance and operating structure for the Account Management function.
Launch executive alignment sessions and QBRs with strategic clients.
Identify initial opportunities for upsell, cross-sell, and AI/platform adoption projects.