At a Glance
- Tasks: Lead global Account Management for Embedded Services, driving revenue growth and partner success.
- Company: Join Sage, a leader in embedded services with a focus on innovation and collaboration.
- Benefits: Competitive salary, flexible working options, and opportunities for professional development.
- Other info: Be part of a transformative journey at the intersection of accounting, fintech, and AI.
- Why this job: Make a significant impact in the fintech and SaaS ecosystems while leading a dynamic team.
- Qualifications: Extensive experience in Account Management or Partner Success, with a strong commercial growth track record.
The predicted salary is between 120000 - 150000 £ per year.
The Senior Director, Head of Account Management – Embedded Services is a global functional leader accountable for the performance and growth of Sage's Account Management and Partner Success capability across Embedded Services, vital in the embedded services B2B2B model.
This role owns a critical sub-function of the Embedded Services business, translating strategy into execution to deliver measurable commercial outcomes across existing partners and ecosystems.
The successful candidate will combine strategic leadership with hands-on execution, leading a team of leaders and professionals to drive revenue growth, active user expansion, and proposition penetration across a diverse partner base including banks, fintechs, vertical Saa S providers, ecommerce platforms, and emerging AI ecosystems.
The Head of Account Management will operate in a model where Sage is one layer removed from the end customers and success is delivered through partners who own the customer relationship, product experience and distribution.
- Own the global Account Management & Partner Success function for Embedded Services
- Lead a distributed team of managers, Account Managers, and Partner Success professionals
- Set and deliver annual operating plans aligned to Embedded Services and Sage business objectives
- Translate Embedded Services strategy into clear account plans, execution frameworks, and measurable outcomes
- Exercise control over functional resources, planning, and Account Management operating model design
- Deliver material impact on Embedded Services revenue, adoption, and ecosystem growth
- Commercial Ownership & Growth Delivery
- Own delivery of: Revenue growth from existing accounts, Active users (including free and trial adoption), Expansion of embedded services propositions within partner ecosystems
- Define and execute land-and-expand strategies across accountants and partner channels (payment issuers, fintech co-sells).
- Identify and unlock new growth opportunities within strategic accounts
- Own resolution scenarios where there is commercial tension or where partners are meeting contractual obligations but underperforming commercially, including resetting expectations, influencing partner strategy and aligning incentives to drive sustainable growth
- Drive changes in partner behaviour (e. g. prioritisation, product exposure, customer journeys) to influence downstream adoption and commercial performance
Build leadership capability, succession planning, and team structure to support global growth
- Establish clear accountability across the organisation with performance management aligned to business outcomes
- Define and implement a scalable Account Management and Partner Success operating model
- Segmentation and coverage models, Account planning frameworks, KPIs, reporting, and governance cadence, Define clear decision frameworks where commercial (PAM) and partner success (PSM) perspectives diverge, ensuring aligned internal decisions and consistent external messaging
- Strategic Relationship Management
- Own and develop executive-level relationships across key partners
- Act as a trusted advisor to senior stakeholders across banks, fintechs, and platform partners
- Develop deep expertise across all Embedded Services propositions
- Represent propositions with authority equivalent to SVP Embedded Services or Head of Business Development
- Ensure alignment between partner needs, commercial strategy, and product evolution
- Own the structured partner feedback loop into Embedded Services strategy and product teams, ensuring partner insights, adoption barriers, and market signals are captured, prioritised, and translated into proposition and roadmap input.
Head of Business Development & Sales, Senior Director, Embedded Services Strategy & Operations, Senior Director Embedded Services PMM, Strategic Marketing Partnerships Director
- Align account strategies with sales, product, and strategic priorities
- Growth in Embedded Services revenue from existing accounts
- Expansion of services adopted per partner and within accountant ecosystems
- Strength and depth of executive partner relationships
- Performance, engagement, and scalability of the global Account Management function
- Improvement in partner engagement depth (multi-threading, executive sponsorship) • Significant experience leading Account Management or Partner Success functions at scale
- Deep experience driving commercial growth within ERP, accounting, or SMB financial ecosystems, with a strong understanding of accountant workflows and embedded finance use cases in Saa S or Fin Tech environments.
- Proven track record of delivering commercial growth through existing account expansion
- Strong executive presence, with the ability to influence senior stakeholders internally and externally
- Experience within accounting, payroll, financial software, or adjacent ecosystems
- Strong understanding of embedded services, platform ecosystems, or embedded finance models
- Ability to operate across diverse partner types including banks, fintechs, and Saa S platforms
Experience working with banking or fintech partners
- This role is pivotal in scaling Sage's Embedded Services business by:
- Operating at the intersection of accounting, fintech, Saa S, and AI ecosystems
- Building and leading a globally scalable Account Management function
- Playing a key role in building a new operating model, shaping how Embedded Services scales globally
StudySmarter Expert Advice🤫
We think this is how you could land Senior Director - Head of Account Management Embedded Services in Bristol
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Sage. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Director - Head of Account Management Embedded Services in Bristol
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Sage.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Sage's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Sage
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Sage.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Sage will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Sage employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
