Sage Customer Account Manager
Key Skills for This Role
Full Job Posting
Key Responsibilities
- Customer Relationship Management
- Develop and nurture strong customer relationships to gain a deep understanding of their business objectives and challenges, ensuring our software and services effectively support their processes and goals.
- Act as the main point of contact for customer enquiries and issues while collaborating with the customer success leader for escalations.
- Conduct regular check-ins / reviews with customers to assess satisfaction levels and identify opportunities for improvement including Expansion, Upgrade, Migration – virtually and face-to-face.
- Own a sales target against your account portfolio and ensure that your engagement with the Customer aligns with Pinnacle Base expansion strategy.
- Manage the Sales Process via the internal SSA/ISO/CRM system
- Maintain and manage your account portfolio CRM Data - Update and maintain accurate customer information and sales activities in the CRM system.
- Solution Guidance
- Introduce & co-ordinate Pinnacle's Professional Services and / or Presales into Customer sites to ensure the Customer has a thorough understanding of the software's features and functionalities.
- Issue Resolution
- Address and resolve any issues or concerns raised by Customers in a timely and efficient manner via facilitating communications with both internal teams and external suppliers.
- Work closely with internal teams, such as Customer Success Leader, professional services, support, MITS, and product development, to ensure timely resolution of Customer issues.
- Renewals and Upselling
- Collaborate with the Customer and internal teams to identify opportunities for upselling additional services or features such as Hosting (MITS), Development, Modules, Users, ISV’s
- Engage in the renewal process for Customer contracts, ensuring timely renewals and contract negotiations as needed.
- Migration – Introduce where applicable the relevant migration specialist when you feel you the Customer is ready to move to a SaaS solution
- Product Expertise:
- Maintain an understanding of our portfolio of solutions.
- Provide / Coordinate product demonstrations and training sessions to customers as needed.
- KPIs and Objectives
- Meet personal and team Key Performance Indicators (KPIs) and objectives related to sales targets, customer retention, and customer satisfaction.
- About You
- Proven experience in Account Management for business management software solutions.
- Experience with Safe 200 or Sage Intacct ideal but not essential
- A consultative, customer-first sales approach, with the ability to engage at all levels of an organisation.
- Strong pipeline management skills and a track record of meeting/exceeding sales targets
- Exceptional communication, negotiation, and presentation skills.
- The ability to travel to events, internal meetings and customer sites
- Package
- Basic salary negotiable depending on experience, £70K OTE + Uncapped commission structure
- #Pinnacle
Qualifications
- Proven experience in Account Management for business management software solutions.
- A consultative, customer-first sales approach, with the ability to engage at all levels of an organisation.
- Strong pipeline management skills and a track record of meeting/exceeding sales targets
- Exceptional communication, negotiation, and presentation skills.
- The ability to travel to events, internal meetings and customer sites
- Package
- Basic salary negotiable depending on experience, £70K OTE + Uncapped commission structure
- #Pinnacle
Preferred Qualifications
- Experience with Safe 200 or Sage Intacct ideal but not essential
About K3 Advisory Group
Private UK professional-services group advising SMEs, owners, leaders, investors and advisers on transactions, tax, technology, restructuring and wealth.
Visit company websiteJobs and hiring trendsApply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at K3 Advisory Group
Product Owner
Worcester, GBR
K3 Advisory Group is a UK professional services firm with 1,200+ staff spanning corporate finance, tax, restructuring and insolvency, legal, financial planning and technology-enabled advisory services. HMA Tax, part of t
Advisory Intern
London, GBR
Intern Programme – Role Description About KR8 Advisory KR8 Advisory is part of the restructuring division of K3 Advisory Group, providing specialist support to clients facing opportunities as well as complex financial an
Commercial Director
, GBR
You must be based in the South East of the UK. Ideal locations: Maidstone, Chatham, Gravesend, Basildon, Crawley, Woking or surrounding areas. £35,000–£45,000 basic | £120,000+ OTE | Company car / car allowance | Qualifi
Corporate Business Sales Executive - Bolton
Bolton, GBR
KBS Corporate, part of the K3 Advisory Group, is a recognised advisor in company sale services, offering guidance and advisory services to SME's. As one of the UK’s most active dealmakers, KBS Corporate regularly tops in
Graduate Building Surveyor - London
London, GBR
Graduate Building Surveyor - London
Manchester, GBR
Product Owner
Worcester, GBR
Research Analyst
Bolton, GBR
Advisory Intern
London, GBR
Commercial Director
, GBR
Corporate Business Sales Executive - Bolton
Bolton, GBR
Real Estate Graduate
Manchester, GBR