Customer Account Manager

2 days ago


Tyne and Wear, United Kingdom Nigel Wright Group Full time
The Opportunity:

Nigel Wright Group is supporting a North-East based B2B SaaS business in their search for a Customer Account Manager. Due to significant growth, this role has been created to drive the company growth strategy with a specific focus on improving revenue retention. This role is crucial in driving both customer success and financial efficiency for the company.

Role Profile:
  • Act as a trusted advisor for key accounts, providing expert guidance and support to drive business growth.
  • Drive proactive engagement to maintain high levels of product adoption and customer retention, ensuring seamless customer experiences.
  • Responsible for account renewal and expansion, identifying opportunities to increase revenue and protect customer relationships.
  • Collaborate with internal departments to act as the conduit between client and business, ensuring alignment and effective communication.
  • Financial management of customer accounts, including accurate and timely invoicing, to maintain financial accuracy and compliance.
  • Create and analyse financial reports, providing insights into account usage and trends to inform retention strategies and identify areas for revenue growth.
  • Maximise upsell and cross-sell opportunities to increase and protect revenue, driving business growth and customer satisfaction.
  • Regularly review accounts to identify potential risk and manage churn, ensuring proactive and effective risk management.
Person Specification:
  • Highly commercial and financially astute individual with experience in a B2B SaaS environment, with a proven track record of driving revenue growth and customer success.
  • Proven experience in a customer account management role, particularly with a focus on subscription management and financial administration, with a strong understanding of financial software tools and platforms.
  • Proficient with financial software tools like Stripe, Excel, and other financial management platforms, with the ability to create complex financial models and analyse large datasets.
  • Proven ability to develop and implement effective processes and procedures that enhance customer success and retention, with a focus on financial accuracy and compliance.
  • Proficiency in Excel for financial analysis, data management, and reporting, with the ability to generate meaningful insights and drive business decisions.
  • Experience using subscription management and billing platforms such as Stripe, Chargebee, Zuora, or similar tools, as well as Hubspot CRM systems for tracking customer engagement and retention.
  • Exceptional organisational and administrative capabilities, with an eye for detail and accuracy in managing financial records, contracts, and subscription data.
  • Ability to analyse financial and customer data to inform retention strategies and identify areas for revenue growth, with a strong understanding of KPIs related to net recurring revenue, churn, and customer lifetime value.
  • Excellent communication skills with the ability to navigate complex customer relationships, resolve financial issues, and ensure a high level of customer satisfaction.
  • Ability to work cross-functionally with Finance, Sales, Marketing and Customer Success teams to ensure alignment on customer accounts and financial strategies.
Other information:

Hybrid working pattern with at least three days in the North East based office, with opportunities for remote work and flexible working arrangements.



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