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- Tasks: Support account management operations and enhance customer experience for a leading SaaS platform.
- Company: Join Infodesk, a top enterprise intelligence management platform with a collaborative culture.
- Benefits: Gain valuable experience in account management while working with innovative technology.
- Why this job: Make a real impact by helping clients succeed and grow their businesses.
- Qualifications: 3-4 years in account management or customer-facing roles, strong organisational skills required.
- Other info: Dynamic team environment with opportunities for professional growth and development.
The predicted salary is between 30000 - 50000 £ per year.
About Infodesk: Infodesk is the leading enterprise intelligence management SaaS platform, serving more than 150 organisations across Life Sciences, Insurance, Consulting, Finance, Manufacturing and other key sectors. Infodesk's proprietary "Smarter Data" technology gathers, normalises, enriches and summarises content from external and internal sources to deliver business-critical insights that help clients increase their competitive awareness, mitigate risks and make confident data-driven strategic decisions.
About the Role: Infodesk is looking for a confident, well-organised, process-orientated team player to join our Account Management function in a role focused on supporting operational tasks that drive customer experience excellence, retention, and growth. You will also manage a small portfolio of customer accounts which will include, but is not limited to, direct client engagements and core account management responsibilities.
Core Responsibilities
- Account Management Operations & Team Support
- A significant portion of this role will focus on enabling the Account Management team to operate efficiently and effectively across their client portfolios.
- Conducting platform usage analysis and reporting to help identify engagement trends, risks and growth opportunities.
- Maintaining CRM governance by the account management team on records, account documentation and reporting.
- Coordinating across internal teams including Sales, Product, Information Strategy, Customer Success and Support, to ensure client requests are tracked and coordinated internally to resolution in a timely manner.
- Helping identify best practices and scalable processes that improve how the Account Management team operates.
- Supporting the creation and maintenance of Mutual Success Plans for key clients.
- Share insights from account activity to help improve product development and service delivery.
- Help monitor account health indicators and highlight potential risks or opportunities.
- Acting as the primary point of contact for a select group of clients.
- Conducting regular check-ins and supporting client engagement.
- Monitoring platform usage and ensuring clients are deriving value.
- Coordinating internally to resolve issues or optimise platform usage.
- Supporting the renewal process for your assigned accounts.
Required Skills and Experience
- This position is ideal for someone with 3-4 years of experience in account management or customer-facing roles within a SaaS or subscription-based business, who enjoys the organisational, analytical and coordination side of account management.
- Experience supporting B2B customer relationships and recurring revenue accounts, including experience preparing QBRs and renewal documentation.
- Experience working in roles that combine client interaction with operational coordination.
- Highly organised with strong attention to detail.
- Strong project coordination and administrative capabilities.
- Comfortable working with data, reporting and account metrics.
- Strong communication and relationship-building skills.
- Ability to manage multiple priorities across a team environment.
- Proactive mindset with a willingness to support and enable colleagues.
- Confidence participating in client calls and presentations.
- Comfortable working with complex platforms or AI-enabled products.
Nice to Have
- Experience supporting enterprise or strategic accounts.
- Familiarity with Salesforce.
Account Management Coordinator in City of London employer: InfoDesk
Contact Detail:
InfoDesk Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Management Coordinator in City of London
✨Tip Number 1
Network like a pro! Reach out to people in your industry on LinkedIn or at events. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Show them you’re not just another candidate; you’re genuinely interested in what they do and how you can contribute.
✨Tip Number 3
Practice your pitch! Be ready to explain how your skills align with the role of Account Management Coordinator. Highlight your experience in customer-facing roles and your knack for organisation.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step!
We think you need these skills to ace Account Management Coordinator in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Account Management Coordinator role. Highlight your experience in account management, customer-facing roles, and any relevant SaaS experience to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role and how your background aligns with our mission at Infodesk. Be genuine and let your personality come through!
Showcase Your Organisational Skills: Since this role is all about being organised and detail-oriented, make sure to highlight any experiences where you've successfully managed multiple priorities or coordinated projects. We love seeing how you keep things running smoothly!
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 shows you’re keen on joining our team!
How to prepare for a job interview at InfoDesk
✨Know the Company Inside Out
Before your interview, make sure you research Infodesk thoroughly. Understand their 'Smarter Data' technology and how it benefits clients across various sectors. This knowledge will help you demonstrate your genuine interest in the company and its mission.
✨Showcase Your Organisational Skills
As an Account Management Coordinator, being organised is key. Prepare examples from your past experiences where you successfully managed multiple priorities or coordinated projects. Highlighting these skills will show that you're a great fit for the role.
✨Prepare for Client Engagement Scenarios
Think about potential client scenarios you might face in this role. Be ready to discuss how you would handle client check-ins, monitor account health, and resolve issues. This will showcase your proactive mindset and ability to build strong relationships.
✨Familiarise Yourself with CRM Tools
Since maintaining CRM governance is part of the job, brush up on your knowledge of Salesforce or similar platforms. If you have experience with data reporting and account metrics, be sure to mention it during the interview to highlight your technical capabilities.