Customer Account Manager - (iSams Finance

About IRIS

IRIS Software Group is one of the UK's largest privately held software companies, trusted by 100,000+ businesses, schools and accountancy firms to keep their operations running. Our software pays 1 in 6 UK employees, supports over 12,000 schools, and is relied on by 91 of the top 100 UK accountancy firms.

We're a Great Place to Work® certified employer, recognised for our commitment to well-being, inclusion and development - and we're growing fast.

Location: Field-based (UK) with regular travel to customer sites, occasional international travel and overnight stays as required. All other work is home-based.
Salary: Competitive + Commission Reporting to: Customer Account Manager Team Manager

As a Customer Account Manager
, you'll be responsible for managing and growing relationships with a portfolio of existing iSAMS customers across the education sector.

Acting as a trusted advisor, you'll work closely with schools to maximise the value they get from the iSAMS platform, ensuring high levels of customer satisfaction, retention and product adoption. Through regular customer meetings, you'll identify opportunities to upsell and cross-sell additional solutions, managing the full sales cycle from opportunity through to close.

This is a relationship-led commercial role that combines account management, customer success and new revenue generation, giving you the opportunity to make a real impact on both customer experience and business growth.

• Build strong, long-term relationships with your portfolio of schools.

• Become the primary point of contact for your customers, ensuring regular communication and engagement.

• Identify opportunities to upsell and cross-sell the wider iSAMS product portfolio.

• Manage the full sales cycle, from opportunity identification through to negotiation and close.

• Conduct customer meetings, product demonstrations and on-site visits.

• Help customers maximise adoption and utilisation of the iSAMS platform.

• Maintain an accurate sales pipeline and CRM records within Salesforce.

• Attend conferences, exhibitions and customer events to build relationships and promote iSAMS.

• Work closely with internal teams including Sales, Customer Success, Marketing and Product to deliver an excellent customer experience.

• Act as the voice of the customer, sharing feedback to help improve products and services.

We're looking for someone who has:

• Previous experience in Account Management, Customer Success or Relationship Management within a B2B Software or SaaS environment.

• A proven track record of retaining customers while identifying opportunities to grow existing accounts.

• Experience managing multiple customer accounts simultaneously.

• Strong commercial awareness with excellent negotiation and influencing skills.

• Outstanding communication and presentation skills, with the ability to build relationships at all levels.

• Strong organisation and time management skills.

• Confidence using CRM systems such as Salesforce.

• A genuine passion for delivering exceptional customer experiences.

• Experience with in the education sector or knowledge of iSAMS would be advantageous.

• A full UK driving licence and willingness to travel regularly.

• Impact: Your work will influence millions globally.

• Growth: Continuous learning and career development opportunities.

• Belonging: A culture that celebrates diversity and empowers every individual.

Our process is designed to be fair, transparent and straightforward. Stages vary depending on the role — more senior positions may involve additional steps, and some areas include role-specific assessments such as a technical test or case study — but typically you can expect:

We'll always walk you through the specific stages at the start of the process so you can prepare with confidence.

If you need any adjustments or accommodations during the process, let us know, we’re committed to making this experience accessible for everyone.