Sales Account Manager

Help drive revenue growth for the No-BS CRM company that’s tripling in size.

We’re looking for a driven and strategic Sales Account Manager to join Workbooks and play a key role in accelerating revenue growth. You’ll be responsible for developing existing client relationships and executing a clear territory strategy to meet and exceed sales targets.

This is a hands-on role requiring a balance of business development and leadership, with the opportunity to shape how we engage mid-enterprise organisations and position our CRM solutions in the market.

• Own and deliver against ARR and professional services targets
• Develop and execute a territory strategy, including account segmentation and prioritisation
• Drive long-term account expansion and upsell opportunities
• Maintain regular engagement with prospects and customers
• Stay up to date with CRM industry trends and competitive positioning
• Work closely with Marketing to create targeted campaigns
• Contribute to sales messaging and collateral
• Represent Workbooks at events, conferences, and trade shows to build brand awareness and pipeline
• Produce accurate weekly and monthly sales forecasts
• Maintain high-quality CRM data and pipeline hygiene
• Ensure effective deal management and handover processes
• Deliver high-quality product demonstrations aligned with Workbooks standards

• Achievement of ARR targets
• Professional services revenue
• Quarterly objectives and KPIs
• Pipeline value, volume and required stages

Strong understanding of the full sales cycle, from prospecting to closing, in a SaaS environment.

Excellent verbal and written skills.

Analytical approach to understanding customer challenges and proposing solutions.

Ability to develop and execute effective sales strategies.

Comfortable operating in a fast-changing environment.

Solid knowledge of CRM platforms and their business value.

Ability to develop long-term, trust-based client relationships.

Confident in closing deals that create mutual value.

Driven to meet and exceed targets.

Able to understand and present software solutions.

Consistently achieving or exceeding revenue targets

Building a strong, sustainable pipeline

Developing high-value client relationships

Contributing to the growth and visibility of Workbooks in the CRM market

Supporting team performance and maintaining high sales standards

Supporting team performance and maintaining high sales standards

Contributing to the growth and visibility of Workbooks in the CRM market

Developing high-value client relationships

Building a strong, sustainable pipeline

Consistently achieving or exceeding revenue targets

Supporting team performance and maintaining high sales standards

Contributing to the growth and visibility of Workbooks in the CRM market

Developing high-value client relationships

Building a strong, sustainable pipeline

Consistently achieving or exceeding revenue targets

Consistently achieving or exceeding revenue targets

Building a strong, sustainable pipeline

Developing high-value client relationships

Contributing to the growth and visibility of Workbooks in the CRM market

Supporting team performance and maintaining high sales standards

Competitive OTE package

Share Options in Workbooks' long-term success

25 days holiday plus your birthday off

Life Assurance & Pension scheme, Benefits platform

Linked In Learning account

Employee Assistance Programme

Hybrid working: 3 days in the Reading office, 2 days working from home.

Lunch provided every Thursday

Workbooks has recently received strategic funding and investment from BGF to accelerate our growth journey for which this role is key. The business is looking to triple in size by 2030, driven by its people and product, and demonstrated through its differentiated offering to the Mid-Market which has resulted in significant customer loyalty.

To recognise your contribution to this success the company offers the current package:

There’s lots of CRM companies out there – so why pick Workbooks? Well, we’re a little different to other providers.

Collaboration is key to our success. We support,
motivate, and challenge each other to achieve the
best outcomes together.

For everyone to thrive, we act with honesty,
integrity, and accountability in everything we do.

We’re proactive and focused, prioritizing the work
that delivers the greatest impact and most
meaningful results.

The R in CRM stands for relationship. Our
customers are at the heart of everything we do.

We listen actively, ask thoughtful questions, and
make sure we truly understand before we respond
or act.