Customer Account Manager - (iSams Finance)

Customer Account Manager - (iSams Finance)

Full-Time 40000 - 50000 £ / year (est.) Home office (partial)
IRIS Software Group

At a Glance

  • Tasks: Manage and grow relationships with schools, ensuring customer satisfaction and product adoption.
  • Company: Join IRIS Software Group, a leading UK software company with a focus on well-being and inclusion.
  • Benefits: Competitive salary, commission, career development, and a supportive work culture.
  • Other info: Field-based role with travel opportunities and a dynamic team environment.
  • Why this job: Make a real impact in education while building strong relationships and driving business growth.
  • Qualifications: Experience in account management or customer success, strong communication skills, and a passion for customer experience.

The predicted salary is between 40000 - 50000 £ per year.

About IRIS

IRIS Software Group is one of the UK's largest privately held software companies, trusted by 100,000+ businesses, schools and accountancy firms to keep their operations running. Our software pays 1 in 6 UK employees, supports over 12,000 schools, and is relied on by 91 of the top 100 UK accountancy firms. We're a Great Place to Work® certified employer, recognised for our commitment to well-being, inclusion and development - and we're growing fast.

Location: Field-based (UK) with regular travel to customer sites, occasional international travel and overnight stays as required. All other work is home-based.

Salary: Competitive + Commission

Reporting to: Customer Account Manager Team Manager

About the Role

As a Customer Account Manager, you'll be responsible for managing and growing relationships with a portfolio of existing iSAMS customers across the education sector. Acting as a trusted advisor, you'll work closely with schools to maximise the value they get from the iSAMS platform, ensuring high levels of customer satisfaction, retention and product adoption. Through regular customer meetings, you'll identify opportunities to upsell and cross-sell additional solutions, managing the full sales cycle from opportunity through to close. This is a relationship-led commercial role that combines account management, customer success and new revenue generation, giving you the opportunity to make a real impact on both customer experience and business growth.

Key Responsibilities

  • Build strong, long-term relationships with your portfolio of schools.
  • Become the primary point of contact for your customers, ensuring regular communication and engagement.
  • Identify opportunities to upsell and cross-sell the wider iSAMS product portfolio.
  • Manage the full sales cycle, from opportunity identification through to negotiation and close.
  • Conduct customer meetings, product demonstrations and on-site visits.
  • Help customers maximise adoption and utilisation of the iSAMS platform.
  • Maintain an accurate sales pipeline and CRM records within Salesforce.
  • Attend conferences, exhibitions and customer events to build relationships and promote iSAMS.
  • Work closely with internal teams including Sales, Customer Success, Marketing and Product to deliver an excellent customer experience.
  • Act as the voice of the customer, sharing feedback to help improve products and services.

What We're Looking For

  • Previous experience in Account Management, Customer Success or Relationship Management within a B2B Software or SaaS environment.
  • A proven track record of retaining customers while identifying opportunities to grow existing accounts.
  • Experience managing multiple customer accounts simultaneously.
  • Strong commercial awareness with excellent negotiation and influencing skills.
  • Outstanding communication and presentation skills, with the ability to build relationships at all levels.
  • Strong organisation and time management skills.
  • Confidence using CRM systems such as Salesforce.
  • A genuine passion for delivering exceptional customer experiences.
  • Experience within the education sector or knowledge of iSAMS would be advantageous.
  • A full UK driving licence and willingness to travel regularly.

Why You’ll Love Working Here

  • Impact: Your work will influence millions globally.
  • Growth: Continuous learning and career development opportunities.
  • Belonging: A culture that celebrates diversity and empowers every individual.

What to expect from our hiring process

Our process is designed to be fair, transparent and straightforward. Stages vary depending on the role — more senior positions may involve additional steps, and some areas include role-specific assessments such as a technical test or case study — but typically you can expect:

  • Application review — we assess your experience and potential
  • Initial call — a short conversation to learn about you and share more about the role
  • Skills assessment — tailored to the position, e.g. case study, coding challenge or portfolio review
  • Final interview — meet the team and explore how you'll make an IMPACT at IRIS

We'll always walk you through the specific stages at the start of the process so you can prepare with confidence. If you need any adjustments or accommodations during the process, let us know, we’re committed to making this experience accessible for everyone.

Customer Account Manager - (iSams Finance) employer: IRIS Software Group

IRIS Software Group is an exceptional employer that prioritises employee growth and development, offering a collaborative work culture where your contributions directly impact client success. Located in a vibrant area, we provide competitive benefits and a supportive environment that fosters innovation and teamwork, making it an ideal place for professionals looking to make a meaningful difference in customer relationships.

IRIS Software Group

Contact Details:

IRIS Software Group Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Customer Account Manager - (iSams Finance)

Get to Know the Company Culture

Before jumping into applications, it’s super helpful to understand the vibe at IRIS Software Group. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.

Join Customer Support Communities

Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like IRIS Software Group before they even post them.

Attend Job Fairs or Networking Events

Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!

Show Off Your Skills with Customer Interactions

In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!

We think you need these skills to ace Customer Account Manager - (iSams Finance)

Account Management
Customer Success
Relationship Management
B2B Software Experience
SaaS Environment Knowledge
Sales Cycle Management
Negotiation Skills

Some tips for your application 🫡

Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.

Tailor Your Cover Letter to IRIS Software Group:Your cover letter is your chance to shine! Tell us why you want to work at IRIS Software Group specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!

Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!

Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at IRIS Software Group!

How to prepare for a job interview at IRIS Software Group

Show Off Your People Skills

In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!

Know the Tools of the Trade

Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!

Show Genuine Enthusiasm

As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!

Practice Common Scenarios

Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.