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Head of Account Management – Savvy Investor at With Intelligence | JobVerse
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Head of Account Management – Savvy Investor
With Intelligence
Website
LinkedIn
Head of Account Management – Savvy Investor
United Kingdom
Full Time
2 weeks ago
No H1B
Apply Now
Key skills
Salesforce
CRM
Project Management
Communication
Account Management
Sales
About this role
Role Overview
Ensure partners are fully utilising their agreed packages and deliverables
Oversee the timely upload and promotion of partner content
Maintain structured communication plans with all partners
Ensure smooth onboarding of new partners
Act as senior escalation point for operational issues
Lead, mentor and develop the Account Management team
Establish clear processes and service standards
Improve efficiency and consistency across accounts
Work closely with Content, Marketing, Data and Sales teams to ensure smooth execution of partner activity
Provide structured feedback from partners to internal teams
Support the Sales team by ensuring smooth handovers following new partnership agreements
Coordinate partner participation and communication
Manage timelines and deliverables
Work cross-functionally to ensure smooth execution
Ensure a high-quality partner and attendee experience
Requirements
Strong background in Account Management / Client Services within a B2B environment
Experience managing and developing a team
Highly organised with excellent attention to detail
Strong project management capability
Confident analysing performance data and presenting insights clearly
Proactive and solutions-oriented
Comfortable working cross-functionally
Experience using Salesforce (or similar CRM)
Experience with project management tools
Desirable
Experience in asset management, financial publishing or B2B media
Experience supporting events or sponsorship-led initiatives
Benefits
24 days annual leave rising to 29 days
Enhanced parental leave
Private Health Care
Wellness Days
Birthday day off
Employee assistance program
Travel loan scheme
Charity days
Breakfast provided
Social Events throughout the year
Hybrid Working
Apply Now
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