Client Account Support Executive

Role title: Client Account Support Executive

Reporting to: Head of Account Management

Key stakeholders Strategic Account Managers

Tax Systems overview

Over the past 30 years, Tax Systems Limited has become a leading supplier of corporation tax and regulatory reporting software and services to large corporates and accountancy firms in the UK and
Ireland. Our portfolio of SaaS products automate and simplify the complexity of compliance and deliver enhanced value through better management of financial data, underpinned by exemplary levels of customer service. We serve over 40% of the FTSE-100, 80%+ of the top UK accounting firms and are a recommended tax software solution by HMRC. Driven by organic expansion, new product releases and regulatory change, the business is experiencing significant growth.

We are a private equity backed business of c.120 people with a family feel and a connected culture.
This is reflected in our strong quarterly engagement scores (9 out of 10 people would recommend us to friends and family) and positive Glassdoor results.

The role

The focus of the Client Account Support Executive role is to deliver an efficient, high quality and responsive support service to the Strategic Account programme set up for our most important clients, adding value and maximising time for client staff to focus on engagements.

In addition to supporting and driving engagement, the CAE role supports engagement teams with the non-judgemental, administrative activities that need to be completed as part of delivering a successful client engagement.

This role would suit a sales administrator, project co-ordinator or experienced office administrator demonstrating confidence with number, analysis and budgeting.
- task and have the ability to build strong working relationships.

Key skills & Experience

**Sales**
- Sales process - current opportunities identifying opportunities, leading and delivering client conversations and meetings and closing opportunities that are aligned with the business strategy.
- Proactively building stakeholder relationships.
- Client Account meeting actions - completion and progression with the clients. Turning actions into pipeline.
- Ensuring the operations of the client account is maintained and is successful (CSAT score)
- Organising client meetings with key stakeholders.
- Oversight of account progress and account scorecard.

**Administrative**
- Sales operations - utilising and managing Salesforce, processing contracts, renewals, client account administration
- Account Support - basic, administrative, customer queries (on-sell accounts)
- Account meeting - Securing, organising, internal and external meeting organisation, meeting planning and debriefing (in a timely manner)
- Finance account control - Debt
- Ad hoc event organisation and client projects.
- Account scorecard reporting

**About Tax Systems Investors**

Bowmark Capital LLP, a leading UK private equity house have been majority investors in Tax Systems’ since 2019. Bowmark Capital specialise in UK growth companies valued up to £250m and backing some of the UK’s most innovative businesses across sectors including technology, media, healthcare and life sciences and financial services.

**Information Security**

Tax Systems is committed to adhering to all relevant Information Security legislation and building a reputation that prioritises protecting customer information entrusted to it. Expectations are as follows:

- To read and adhere to Tax Systems and role specific Information Security Policies,
- Treat all information whether its external or internal appropriately under our Tax Systems classification scheme
- Keep Information Security in mind during daily activities and remain vigilant to possible threats and incidents.

**Job Type**: Permanent

**Benefits**:

- Additional leave
- Company events
- Company pension
- Employee discount
- Free parking
- Gym membership
- On-site parking
- Private medical insurance
- Referral programme
- Sick pay
- Wellness programme
- Work from home

Schedule:

- Monday to Friday

**Experience**:

- Account management: 1 year (preferred)
- sales: 1 year (preferred)

Work Location: Hybrid remote in STAINES-UPON-THAMES