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- Tasks: Manage client portfolios, ensuring excellent service delivery and relationship building.
- Company: Join CBTax, a fast-growing global R&D tax consultancy with a collaborative culture.
- Benefits: Competitive salary, commission opportunities, healthcare, and flexible benefits tailored to you.
- Why this job: Shape a new department while making a real impact on client success.
- Qualifications: 5+ years in account management or client-facing roles, strong communication skills required.
- Other info: Exciting opportunity for career growth in a dynamic environment.
The predicted salary is between 40000 - 50000 £ per year.
We are seeking a candidate with current/recent R&D experience. This role is ideal for an experienced account executive seeking a career advancement or an established account manager looking for a change. It may also suit someone from a sales background who has a strong emphasis on account management.
CBTax is an award-winning, global R&D tax consultancy firm with offices in Manchester and Northampton in the UK, Dublin serving the Republic of Ireland, and our newest location in New York supporting the US market. As one of the fastest-growing firms in our sector, we specialise in R&D Tax Relief, partnering with businesses across many sectors including engineering, technology, manufacturing, construction, energy, science, agriculture, and food & beverage to deliver robust claims, commercial value, and fully compliant advice. We’re looking for high-performing, commercially minded problem-solvers who want to make a tangible impact.
As the first Account Manager in our new department, you will play a pivotal role in shaping how we manage client portfolios post-sale. You will take ownership of a portfolio of existing clients, acting as their dedicated first point of contact and project manager. The focus is on relationship building, service delivery, and client satisfaction — ensuring deliverables (such as R&D claim preparation, submissions, and ongoing support) are completed on time, queries are handled promptly, and the client-CBTax partnership remains strong and proactive. This role separates account management from sales to prioritise long-term client success.
Responsibilities
- Serve as the primary point of contact for an assigned portfolio of clients, building and maintaining strong, trust-based relationships.
- Act as project manager for client deliverables: coordinate with internal teams to ensure R&D Tax Relief claims, reports, and other services are delivered accurately and on time.
- Proactively reach out to clients for regular check-ins, updates on their projects, and to identify any emerging needs or opportunities for additional support (without direct sales pressure).
- Monitor client satisfaction, resolve issues swiftly, and escalate complex matters to technical specialists as needed.
- Maintain accurate records of client interactions, project status, and deliverables using CRM system.
- Contribute to the development of best practices for the new account management function, as the pioneering hire in this division.
- Support client retention and long-term partnership growth through excellent service and proactive communication.
Must haves
- Proven experience as an Account Manager, Client Manager, or similar client-facing role in R&D, tax advisory or professional services (Minimum 5+ years).
- Strong track record of managing client portfolios, building/maintaining relationships, and acting as the key point of contact.
- Confidence in proactively reaching out to clients (phone & email) and conducting regular relationship management activities.
- Excellent communication and interpersonal skills, with the ability to build trust quickly and handle client queries professionally.
- Strong organisational and project management skills to coordinate deliverables and meet deadlines.
- Comfortable working autonomously in a new/establishing function, with the initiative to shape processes.
- Understanding of client service excellence in B2B/professional services environments.
- A full UK driving licence.
Benefits & Perks
- Commission: Although this isn’t a sales role, you are able to build your own portfolio through client referrals and earn commission.
- Pension: 5% employer pension contribution.
- Healthcare: Bupa healthcare to support your health and well-being.
- Tech Scheme: Access to the latest technology.
- Flex Benefits: Tailor your perks to suit your lifestyle.
- Employee Incentives: A range of excellent employee incentives to ensure your efforts are rewarded.
- Recognition: Get seen. Get rewarded. Get promoted.
If you’re an experienced professional who excels at client relationships and wants to help build something new while ensuring clients receive outstanding ongoing support, we’d love to hear from you.
Please note: This role does not qualify for visa sponsorship. Only candidates with existing right to work in the UK will be considered.
R&D Account Manager in Manchester employer: CBTax
Contact Detail:
CBTax Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land R&D Account Manager in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the R&D and tax consultancy sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have a lead on that perfect Account Manager role!
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers, highlight your experience in managing client portfolios and delivering excellent service. Use specific examples to demonstrate how you've built strong relationships and solved problems for clients.
✨Tip Number 3
Be proactive! Don’t wait for job openings to come to you. Reach out directly to companies you admire, like CBTax, and express your interest in their work. A well-timed email can make all the difference and show them you’re genuinely keen to join their team.
✨Tip Number 4
Keep your online presence sharp! Update your LinkedIn profile to reflect your skills and experiences relevant to account management in R&D. Engage with content related to the industry and connect with professionals in your field. And remember, apply through our website for the best chance at landing that dream job!
We think you need these skills to ace R&D Account Manager in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your R&D experience and account management skills. We want to see how your background aligns with the role, so don’t be shy about showcasing relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about the R&D Account Manager position at CBTax and how you can contribute to our team. Keep it engaging and personal.
Showcase Your Communication Skills: Since this role is all about building relationships, make sure your application reflects your excellent communication skills. Whether it’s in your writing style or how you present your experiences, let us see your interpersonal flair!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at CBTax
✨Know Your R&D Stuff
Make sure you brush up on your R&D knowledge before the interview. Understand the latest trends and challenges in the industry, especially those relevant to CBTax's focus areas like engineering and technology. This will show that you're not just familiar with the role but also genuinely interested in the field.
✨Showcase Your Relationship-Building Skills
Since this role is all about maintaining strong client relationships, be ready to share specific examples of how you've successfully built trust with clients in the past. Think about times when you went above and beyond to ensure client satisfaction and how you handled any tricky situations.
✨Demonstrate Project Management Prowess
Prepare to discuss your project management experience in detail. Highlight how you've coordinated deliverables and managed timelines in previous roles. Use concrete examples to illustrate your organisational skills and ability to juggle multiple tasks while keeping clients happy.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the team dynamics, the challenges they face in client management, or how success is measured in this new department. This shows your enthusiasm for the role and helps you gauge if it's the right fit for you.