SME Account Manager


Posted: 18/03/2022

Full time

Optionis is the market-leading provider of accountancy, tax and umbrella employment solutions to contractors and small businesses within the UK. You will be joining a team of 450 staff, who represent highly successful brands such as Parasol, ClearSky, SJD Accountancy and Nixon Williams.

Through our brands, we specialise in managing tax, employment, accountancy and legislative compliance for the UK’s small businesses and contingent workforce – our solutions are market leading, and we’re always looking out for the best possible employees.


Role Overview:

As an Account Manager, you will be part of a team who are jointly responsible for servicing and growing our small agency accounts. You will deal with “walk in” agencies, setting them up as Parasol / ClearSky partners and ensuring they understand our processes. You will also be responsible for growing the referrals and joiners from the portfolio of small accounts through proactive account and stakeholder management.

This is an entry level role into sales and account management with no previous sales experience required.


Role and Responsibilities:

  • You will service a portfolio of small agency accounts, working as part of a pooled support team covering queries across a large group of accounts
  • You will take ownership of selected accounts allowing you to demonstrate your ability to grow them
  • You will be required to adhere to sales KPI’s to help structure your day-to-day activity. These KPI’s will include outbound sales activity and a minimum level of customer satisfaction scores across your account management interactions
  • You will own a set number of accounts to individually grow into medium sized accounts
  • The role will involve the operational aspects of onboarding joiners
  • You will be required to ensure the accuracy of account data by ensuring a continuously cleansing process is in place
  • A large part of your role will be to source medium to large opportunities to pass to senior colleagues
  • This role can act as a gateway into a full sales account management position


Skills and Experience Required:

  • Strong communication skills (verbal and written) with an ability to build relationships
  • Customer centric attitude with a desire to deliver an excellent customer experience
  • Good time management skills
  • Experience of Salesforce or another CRM is desirable
  • Tenacious with an ability to uncover sales opportunities
  • Ability to work under pressure and meet agreed targets


What you get in return:

  • Realistic OTE of £30k
  • ‘Your Flexibility’ – we give our staff the ability to choose the way in which they work, be that fully from home, in one of our network of UK offices or in an arrangement mixing the best of both
  • 23 days holiday per year (excluding bank holidays). As a special thank you for each completed year of service with the company you will receive an additional days holiday (up to a maximum of 28 days or pro rata equivalent)
  • Holiday buy and exchange scheme
  • Additional days off for your birthday and 100% attendance
  • Exclusive discounts and offers from Savings Pal, the UK’s leading benefits platform
  • Private medical insurance
  • Dental insurance
  • Company pension scheme
  • ‘Dress down’ dress code
  • Tusker Car benefit scheme (salary sacrifice green CO2 capped)
  • Free mortgage service
  • Gym discount
  • Employee Assistance Programme
  • Eye care vouchers (Specsavers)
  • Wellbeing benefits including in-house mental health support, mindfulness resources and confidential support 24/7
  • The opportunity to earn vouchers for business referrals and reviews

Apply now

To apply, please upload your CV and Cover Letter and submit your details below.

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