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Negotiable
Our client is seeking a Account Manager (Financial Education) to join their team on a permanent basis. This will be hybrid working.
Responsibilities include (but not limited to):
Leading the onboarding journey for new corporate clients, ensuring a smooth and professional introduction to the Client.
Managing day-to-day client relationships across a portfolio of mid-size and enterprise accounts.
Acting as a key point of contact for HR and Reward stakeholders, ensuring client satisfaction and ongoing alignment with their wellbeing strategies.
Scoping, shaping and coordinating the delivery of customised financial education programmes.
Leading the organisation of virtual and in-person sessions, presentations and workplace events.
Producing high-quality materials including proposals, impact reports, insight summaries and client comms.
Working with internal delivery teams to ensure programme consistency and quality at every stage.
Monitoring engagement data and programme outcomes to inform ongoing improvement and upsell opportunities.
Supporting commercial growth by identifying client needs, surfacing new opportunities, and contributing to pitch preparation and proposals.
Maintaining accurate records in CRM and supporting pipeline visibility for leadership.
Skills and experience:
Minimum 2 years' experience in a client management, HR/reward-facing, or B2B service delivery role.
Strong account management, strategic thinking, and organisational skills.
Experience in negotiation and contracting.
Proven success in identifying B2B opportunities and supporting new business pitches and proposal development.
Competent in Microsoft Office (Outlook, Excel, PowerPoint, Word) and database management.
A strong interest in financial education, employee benefits, or learning and development.
For more information please send CV in to Tony Ward at tonyward@bhal.co.uk quoting job reference 16893TW.
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