Overview
Sage is focused on supporting accountants across the UKI by delivering one platform that includes all tools and advice they need to drive productive conversations with their clients. Sage for Accountants aims to revolutionise workflows and provide the capability of an ERP with the flexibility of an ecosystem. One process, one invoice, one platform to grow.
Our Practice Success Managers guide firms through this evolution, providing commercial guidance and know‑how to support the evolution and development of their firms. As accountancy firms digitalise, there is a need to help firms adopt new software and technology, prioritising it within their workflows.
To truly support our accounting partners, this hybrid role combines online meetings with on‑site engagement to a close cohort of practices (circa 225–250 practices). The role will also attend events throughout the year. This is a hybrid role – three days per week in our Newcastle office.
Role
Account Manager – Field Hybrid at Sage, Newcastle, United Kingdom.
Key Responsibilities
* Maintain and nurture strong relationships across a portfolio of clients, creating advocates for Sage and growing the active base of accountants using Sage.
* Develop a Practice plan for each client within the assigned portfolio to support their aspiration to digitise, automate and expand their firm.
* Implement and maintain a robust customer success model and base plan for the entire portfolio, liaising with the PEM team to achieve goals.
* Understand clients’ pain points and workflow challenges, delivering responsive solutions and support using the Sage product portfolio.
* Maintain a high level of product knowledge to confidently demonstrate and recommend from across Sage’s product portfolio.
* Ensure the CRM system and pipeline are up to date to accurately forecast and drive sales performance.
* Stay up to date with industry changes affecting accountants and Sage product offerings.
* Engage with customers using the Sage Academy approach to ensure ROI is achieved.
* Be active on social media to raise Sage and client presence and market engagement.
* Attend client events to drive advocacy and raise awareness of the Sage suite of products.
Qualifications & Experience
* Senior level experience in account management, with a focus on professional services or accounting channels preferred.
* Full-time employment
* Strong relationship management, consultative selling, and product knowledge across a broad software portfolio.
Location & Commitment
Hybrid role with three days per week in the Newcastle office. Travel to a cohort of practices and attendance at events throughout the year.
Additional Information
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