Senior Account Manager - Financial Advisers

An exciting opportunity has arisen for an experienced Senior Account Manager to join a growing technology business serving the financial advice and wealth management sector.

This is a commercially focused, client-facing role with responsibility for managing and growing an established portfolio of clients worth approximately £1m+ in annual recurring revenue (ARR).

The successful candidate will take ownership of client retention, account development, renewals, pricing negotiations, upselling and cross‑selling, with a clear focus on driving net revenue growth. Working closely with Customer Success, Support, Operations and Sales teams, you will identify opportunities to increase product adoption, strengthen client relationships and maximise account value.

This role would suit a commercially driven account management professional who enjoys building long‑term relationships while delivering measurable revenue growth.

• Own and develop an established portfolio of client accounts worth approximately £1m+ in annual recurring revenue.
• Drive account growth through upselling, cross‑selling, increased product adoption and expansion into new services.
• Manage contract renewals and pricing negotiations, protecting existing revenue while improving commercial terms.
• Identify at‑risk accounts and lead retention initiatives in collaboration with Customer Success, Support and Operations teams.
• Develop tailored account management strategies based on client value, growth potential and business priorities.
• Build strategic account plans, map key stakeholders and identify opportunities to expand relationships.
• Lead account reviews and business discussions, translating client feedback and performance insights into commercial opportunities.
• Identify referral opportunities and warm introductions, working collaboratively with the Sales team to generate new business.
• Maintain accurate CRM records, manage account forecasts and report on renewal and expansion revenue.
• Share client feedback and product development opportunities with internal teams.
• Contribute to the development of account management processes, best practices and future team growth.

To be successful in this role, you will have:

• At least five years of experience in account management, ideally within B2B SaaS, fintech or a technology‑led business.
• Proven experience managing a portfolio of at least £1 million in recurring revenue, with responsibility for retention and growth targets.
• A strong track record of driving revenue through upselling, cross‑selling, renewals and account expansion.
• Experience building trusted relationships with C‑suite executives, business owners and senior decision‑makers.
• Confidence leading commercial discussions involving pricing, contract terms, renewals and negotiations.
• Strong commercial awareness, analytical skills and the ability to use CRM and customer data to prioritise opportunities and forecast revenue.
• Excellent communication, relationship management and stakeholder engagement skills.
• The ability to collaborate effectively with Customer Success, Support, Operations and Sales teams.
• A proactive, organised and commercially minded approach, with a strong focus on measurable outcomes.

Experience in wealth management, financial advice or another regulated industry would be advantageous but is not essential.