Account Representative responsible for maximizing sales of lift trucks and Crown Insite products. Seeking to enhance business relationships and sales strategies in a specified territory.
About the role
- Head of Account Management at Savvy Investor ensuring partner success and operational efficiency within a hybrid workplace. Leading a team in a fast-growing B2B investment management platform.
Responsibilities
- Ensure partners are fully utilising their agreed packages and deliverables
- Oversee the timely upload and promotion of partner content
- Maintain structured communication plans with all partners
- Ensure smooth onboarding of new partners
- Act as senior escalation point for operational issues
- Lead, mentor and develop the Account Management team
- Establish clear processes and service standards
- Improve efficiency and consistency across accounts
- Work closely with Content, Marketing, Data and Sales teams to ensure smooth execution of partner activity
- Provide structured feedback from partners to internal teams
- Support the Sales team by ensuring smooth handovers following new partnership agreements
- Coordinate partner participation and communication
- Manage timelines and deliverables
- Work cross-functionally to ensure smooth execution
- Ensure a high-quality partner and attendee experience
Requirements
- Strong background in Account Management / Client Services within a B2B environment
- Experience managing and developing a team
- Highly organised with excellent attention to detail
- Strong project management capability
- Confident analysing performance data and presenting insights clearly
- Proactive and solutions-oriented
- Comfortable working cross-functionally
- Experience using Salesforce (or similar CRM)
- Experience with project management tools
- **Desirable**
- Experience in asset management, financial publishing or B2B media
- Experience supporting events or sponsorship-led initiatives
Benefits
- 24 days annual leave rising to 29 days
- Enhanced parental leave
- Private Health Care
- Wellness Days
- Birthday day off
- Employee assistance program
- Travel loan scheme
- Charity days
- Breakfast provided
- Social Events throughout the year
- Hybrid Working
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Account Representative driving sales of lift trucks and Crown Insite products within a territory. Developing business relationships and conducting sales presentations to meet objectives.
Account Representative responsible for maximizing sales of lift trucks and related products in specified territory. Developing accounts and business relationships while consulting and problem - solving.
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