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ID Co. - Account Manager

Account Manager


We are searching for an Account Manager with consultative B2B sales experience to effectively manage activity and develop ongoing growth and new upsell and cross pipeline to our clients, prodominately with-in the Financial Services sector and Lending related segments.

This person will be responsible for on-boarding our clients with our Customer Success team to ensure early and ongoing revenue traction of monthly and multiyear contract values.

You’ll be at the forefront of leading a confidence with our client base that we can be a trusted and dependable partner capable of delivering a full range of services tailored to their ongoing needs and driving new spend, market share, profitability and competitive advantage.


  • Build and maintain customer relationships to deliver insights from our client businesses.
  • Identifying and Developing new opportunities and growing the provision of IDCO services to existing clients.
  • Ensuring renewal of contracts is on target and closed within appropriate timescales.
  • Develop ongoing telephone based Contact Management strategy.
  • Develop and manage Account Plans for each account that clearly provide a view of the future opportunities, risks and threats to continued business.
  • Ensure that accurate and robust forecasting is delivered each week.
  • Full use of CRM to record activity.
  • Ensure that reports are delivered to management by the agreed timescales.
  • Work to and achieve best practise performance and standards expected by the business.
  • To remain current and up to date on current affairs, especially those that effect the Financial Services sector and Funding Segments.
  • Act professionally and ethically in all dealings with clients and colleagues and ensure there is no misrepresentation of products and services and the business as a whole.
  • Communicate with Senior Managers with regards to working practices, ideas and improvements.


  • Minimum 2-years Consultative Account Management experience in Fintech, SAAS business or similar.
  • Record of achieving and exceeding business sales and growth targets.
  • Experience of working in a high growth, fast pace technology start-up environment
  • Technology savvy and competent in MS Office/CRM/Web based productivity tools.
  • Strong relationship building and needs-analysis approach to account management.
  • Experience and ability to influence, manage and sell to organisations with multiple decision makers.
  • Positive, driven, goal-setting, independent, self-starter, no-excuses attitude.
  • Strong, proven doer.


Achieving results

  • Plans and completes set tasks.
  • Meets required standards putting in extra effort when under pressure.
  • Handles several major tasks and strives to improve quality of results/service continuously.
  • Focuses on priorities to drive new business performance.


  • Communicates with colleagues effectively by listening and sharing information.
  • Exchanges information openly with colleagues and other groups.
  • Consults and briefs others regularly, ensuring full understanding is achieved.
  • Handles difficult situations confidently and removes restrictions to communication.

Customer focus

  • Understands who the main customers are and the required standard of service.
  • Assesses and reacts quickly to customer needs.
  • Seeks feedback to enable setting of high standards.
  • Anticipates change of customer needs and drives business to achieve them.

Commercial awareness

  • Understands own role and does this well to help the business succeed.
  • Understands own numbers and performance to drive market opportunity.
  • Understand priorities and recognise commercial pressure to make cost-effective use of time and resource.
  • Takes risks at competitive edge, pursues viable new business opportunities to improve profitability of business.


  • Helps colleagues when required.
  • Commitment to team initiatives and goals.
  • Plays a positive role within team.
  • Promotes inter-departmental relations, actively pulling together to deliver business objectives.

Decision making and problem solving

  • Seeks appropriate guidance when required.
  • Analyses problems and makes confident decisions where precedent and full information is available.
  • Analyses logically and selects solutions when faced with several options.
  • Weighs up risks when analysing complex problems.

Personal development

  • Welcomes opportunities to broaden experience.
  • Pursues own self development.
  • Improves competencies by identifying and agreeing training needs.
  • Demonstrates continuous improvement.

Managing change

  • Accepts need for change to retain competitive edge.
  • Adapts with change to working practices.
  • Responds to change positively and acts accordingly, taking on board alterations to working practice.
  • Proactively contributes ideas for change to meet business objectives.

For more information or to apply please email us at

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