This hybrid role combines account management, client success, and full-cycle sales. You will manage existing client relationships, oversee onboarding and training, drive renewals and upsells, and support new business opportunities from lead qualification through to close.
Role
• Manage a portfolio of existing clients and act as primary point of contact
• Deliver onboarding, training, and tailored product demonstrations
• Drive renewals, upselling, and cross-selling opportunities
• Support the full sales cycle including proposals and negotiations
• Maintain CRM records, pipeline forecasting, and revenue targets
• Collaborate with internal teams to ensure high client satisfaction
Requirements
• Minimum 2 years’ experience with accounting software (e.g. Xero, QuickBooks, Sage)
• Strong understanding of bookkeeping and financial reporting
• Experience in account management, sales, or client-facing roles
• Commercially driven with excellent communication skills
• Comfortable working in a hybrid role including client visits
Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.
Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful
Salary description
£30000.00 - £55000.00 per year