Account Manager - Financial SaaS

Account Manager – Financial SaaS

£35,000 + Commission | £45,000+ OTE

Hybrid – London / Remote

Certus Recruitment is working with an established financial SaaS business entering an exciting new phase of growth.

Our client provides a cloud-based financial management and accounting platform, helping mid-market organisations modernise their finance operations and move beyond restrictive legacy systems.

With 20 years behind the business, a proven SaaS product and an established customer base, they are now investing in their next stage of expansion – bringing a genuine scale‑up mentality to an already successful software company.

We're looking for a commercially minded Account Manager who enjoys building strong customer relationships, identifying opportunities for growth and becoming a genuine trusted advisor to clients.

This isn't a passive customer support role.

You'll take ownership of a portfolio of existing mid-market customers, working with CFOs, finance teams and operational leaders to increase adoption, uncover expansion opportunities, strengthen retention and develop longer‑term commercial relationships.

• Manage and develop a portfolio of existing mid-market customers
• Identify opportunities to grow recurring revenue within key accounts
• Develop relationships with CFOs, finance leaders and other senior stakeholders
• Move customers towards longer‑term strategic partnerships
• Understand clients' evolving finance and operational requirements
• Develop proactive retention strategies and help minimise churn
• Coordinate with technical and internal teams to ensure successful delivery
• Become a trusted advisor rather than simply a point of contact

• Previous Account Management, Key Account Management or similar commercial experience
• A strong  farmer  mentality – someone who genuinely enjoys developing and growing existing relationships
• Evidence of identifying and converting expansion opportunities within accounts
• Confidence engaging C-suite and senior operational stakeholders
• Strong commercial and relationship-management skills
• Experience with in financial SaaS, Fin Tech, accounting software, ERP or other complex B2B software would be particularly relevant
• An understanding of accounting principles – or the ability to learn quickly enough to communicate confidently with CFOs and finance teams
• A proactive, autonomous approach – this isn't a micromanaged environment

You’ll work predominantly remotely, with weekly time in the London Waterloo office, alongside some UK travel to develop important customer relationships.

• 25 days' holiday
• Pension
• Laptop
• Phone/internet expenses
• 3 paid charity days

This could be a great opportunity for someone currently working in Financial SaaS or B2B software Account Management who wants more ownership of their accounts and the opportunity to play a visible role in the next stage of a growing software business.