Sales Account Executive

14 month FTC

As as Client Executive, you'll be joining our Sales Operations Team, supporting our Healthcare and Denplan functions. This team is the engine behind our sales and marketing success—focused on improving outcomes, enhancing client experiences, and helping us achieve ambitious growth plans.

Reporting to our Sales Operations Manager,
you'll be responsible for managing and developing client relationships, ensuring high levels of service, and identifying opportunities for growth. You will act as a key point of contact for clients, handling queries, resolving issues, and collaborating with internal teams to drive client satisfaction, retention, and business expansion. This role requires a proactive approach to account management while delivering excellent service and operational support.

Key Responsibilities

• Develop and maintain strong relationships with clients, brokers, and key decision-makers to drive satisfaction and loyalty.
• Support client retention efforts, ensuring portfolio retention rates are met or exceeded.
• Establish relationships with internal stakeholders, product and service experts, and third-party intermediaries to optimise service delivery and client engagement.
• Act as a trusted advisor, responding to client queries efficiently across multiple channels (phone, email, chat).
• Address and resolve client issues and complaints in a timely and professional manner, ensuring a positive client experience.
• Ensure service level agreements (SLAs) and response times are met, maintaining high-quality client interactions.
• Maintain accurate and up-to-date records in the CRM system to support effective client management and reporting.
• Identify and secure opportunities for expansion, cross-selling, and upselling of additional products and services.
• Support the creation of tactical business plans to help clients enhance their wellbeing strategies and integrate our solutions.
• Coordinate and secure development meetings, bringing in relevant product and service experts to consult on tailored client needs.
• Share relevant collateral and insights to educate clients and drive employee engagement.

About You

To be considered you must have:

• Proven experience in a client service, account management, or business development role.
• Strong communication and relationship management skills, with experience handling client interactions across multiple channels.
• Demonstrated ability to retain clients, resolve complaints, and drive engagement.
• Commercial awareness with the ability to identify growth opportunities and contribute to business development.
• Proficiency in CRM systems for managing client information and reporting.
• Strong organisational skills with the ability to manage multiple tasks effectively.
• Problem-solving mindset with a proactive approach to improving client experiences.

What's In It For You

As well as a competitive salary, our benefits package includes:

• Group bonus scheme
• Generous pension with a 6% pension gift from us
• 36 days holiday (with the option to buy and sell a further 5 days)
• Flexible benefits pot (which you can choose to use against some great benefits such as critical illness, private medical insurance, shopping vouchers and more)
• Your own health plan
• Access to a wellbeing hub
• Shopping discounts
• Recognition awards
• Give as you earn
• 3 volunteering days

We have a head office in Hampshire, but depending on your role, you'll be able to enjoy our 'smart working' approach This means you can flex when and where you spend your time. For many of us this means day to day work can be handled remotely, but there will also be times when we need to come together in the office to collaborate, attend training sessions, induction, briefings and more.

Your Recruitment Journey

We're focused on providing an application, assessment and onboarding journey that is fair, consistent, diverse and inclusive for all, allowing us to hire top talent based on the skills and behaviours pivotal to your and our success.

Your process

• Screening call with Talent Acquisition Team
• Virtual Interview with the hiring manager and team
• Aptitude assessment
• Presentation/case study with the hiring manager and team
• Offer

Should you require any additional support with your application, or need us to make any adjustments for you, please contact our Talent Team