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Account Development Executive

2 months ago

Leeds, Leeds, United Kingdom IRIS Software Group Full time
About IRIS Software Group

We are a leading global provider of mission-critical software and services, and one of the UK's largest privately held software companies.

We help organizations make better business decisions by developing integrated software solutions to minimize administrative tasks, streamline business processes, and free up time for what matters most.

With a 45-year history, we've evolved from accountancy software to become trusted by over 100,000 customers in 135 countries worldwide.

We invest heavily in development, using the latest processes and technologies, driven by our Indian and Romanian Product Development Centres, to build the next generation of cloud-based solutions for accountancy, HR, and education.

Our global and domestic payroll and HR solutions are used by nearly five million employees, with almost one million UK employees managed by our HR solutions, and one in eight UK employees paid through IRIS payroll solutions.

We're the largest third-party online tax filer with the UK Government and used by 54 of the top 100 US and 91 of the top 100 UK accountancy firms.

We also serve over 13,000 schools and academies, and almost five million UK families use our apps to connect with their child's school.

Purpose of the Role

The Account Development Executive will work closely with the Senior/Strategic Account Development Manager to support our larger customers, focusing on reactive and proactive interactions, including managing less complex/transactional orders and booking review meetings.

This role requires excellent communication skills and the ability to work collaboratively with senior team members to ensure customer satisfaction and retention.

This is a mid/entry-level position suitable for an internal candidate with 12 months+ experience in an inside sales role, with training and mentorship provided to support professional development and success in the role.

Key Responsibilities

Customer Management:

  • Assist the Senior/Strategic Account Manager in managing customer accounts and interactions, including being the point of contact when Field colleagues attend site visits.
  • Respond to customer enquiries and provide timely and accurate information.
  • Discuss customer issues and escalate complex cases to relevant internal departments.

Deal Management:

  • Handle lower-level deals and transactional sales under the guidance of the Senior/Strategic Account Manager.
  • Deal with inbound leads for individual academies within tier 1 trusts.
  • Proactively make smaller value product sales into academies with tier 1 accounts.
  • Ensure all deals are processed in accordance with company policies and procedures.
  • Maintain all customer communications and actions in the CRM.
  • Track and report on deal progress and outcome.

Meeting Coordination:

  • Actively contact customers to schedule review meetings between customers and the Senior/Strategic Account Development Manager.
  • Prepare materials (e.g., showpad information, collateral) and support follow-up actions.
  • Maintain an updated log of customer interactions and meetings in the CRM.

System and Process Knowledge:

  • Develop a strong understanding of the company's internal systems and processes.
  • Create quotes and proposals for the Strategic Account Development Manager.
  • Utilize internal systems to maintain accurate and up-to-date customer records.
  • Ensure CRM admin for opportunities is complete, including closed lost reasons, etc.

Collaboration and Learning:

  • Work closely with the Senior/Strategic Account Manager and other team members to achieve common goals.
  • Be open to coaching and feedback from senior team members.
  • Participate in training and development programs to enhance skills and knowledge.
  • Work with your Strategic Account Development Manager to identify potential trust-wide agreements/upsells.

Customer Satisfaction:

  • Strive to exceed customer expectations and ensure a high level of customer satisfaction.
  • Proactively identify opportunities to improve customer experiences.
  • Contribute to maintaining and growing a base of happy, loyal customers.

Continuous Learning:

Stay updated on industry trends, product knowledge, and sales techniques to enhance lead generation and qualification strategies and adapt to evolving market dynamics.