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Account manager

Birmingham (West Midlands)
Gleeson Accountancy Recruitment
Account manager
Posted: 6h ago
Offer description

We are seeking a charismatic and engaging individual to join a dynamic UK-based Business Development team.


This is a warm-sales, relationship-focused role, where you will engage with existing members and introduce them to a broader portfolio of services, including networking events and HR & Health & Safety consultancy.


Working closely with Business Development Managers, this role plays a key part in supporting commercial growth and strengthening member engagement by developing long-term client relationships.


This position is centred on high-quality conversations and meaningful engagement, rather than transactional selling.


Key Responsibilities

* Engage with members to promote events, briefings, and industry updates
* Convert members into subscription services (e.g. HR and H&S offerings)
* Identify needs and qualify opportunities through structured conversations
* Follow up with event attendees and nurture ongoing interest
* Maintain accurate and timely updates within the CRM system
* Collaborate with advisers and Business Development Managers to build pipeline
* Contribute to team targets and overall performance metrics
* Ensure compliance with quality, data, and regulatory standards
* Participate in ongoing training, coaching, and development


Day-to-Day Activities

* Make outbound calls and send emails in line with agreed campaigns
* Handle inbound enquiries, resolving or directing as appropriate
* Build knowledge of member organisations, their challenges, and priorities
* Promote relevant events and ensure suitability for attendees
* Clearly explain subscription services and commercial offerings
* Use structured questioning techniques to guide engagement
* Accurately record all interactions in the CRM system
* Follow up actions within agreed timescales
* Work to defined activity levels, quality standards, and KPIs
* Engage in continuous development through coaching and training


Requirements

* Experience in an outbound calling environment (e.g. recruitment, telesales, insurance, or similar)
* Familiarity with CRM systems and accurate data entry
* Proven experience working to KPIs and performance targets
* Willingness to learn and develop knowledge of services and membership offerings
* Self-motivated with a strong drive to succeed

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