Account Manager, Unbiased
2-3 days a week in office
A digital platform matching consumers to financial advisers
Open for applications
A digital platform matching consumers to financial advisers
21-100 employees
Open for applications
2-3 days a week in office
21-100 employees
Company mission
Empowering everyone to make confident financial decisions
Role
Who you are
- Working knowledge and experience of Account Management, Client Relations or Customer Service; B2B sales experience is a plus
- Excellent people & communication skills, determination, resourcefulness, problem solving, patience and flexibility
- 2-3 years, working in an Account Management role or equivalent
- A mature approach to Account Management
- Excellent oral and written communication skills in English are required
- Ability to work under pressure and as part of a team
- The ability to build close relationships quickly, and develop deep levels of trust that enable you to persuade and influence decision-making
- To be passionately committed to going above and beyond for your customers, pulling in whatever resources you need to deliver the best experience for them
- The ability to learn on the job and take onboard a lot of information
- To be driven to work in a fast-paced, ambiguous, ever-changing start up environment, and can organise & prioritise your work independently
What the job involves
- We are expanding and growing at a rapid pace, so we are looking for a driven Account Manager to join our highly successful Customer Success team
- The successful candidate will support the Customer Success team by ensuring client relationships are nurtured and grown by driving incremental sales through a mixture of new account growth combined with the management of the existing client base
- The role reports into the Customer Success Manager
- You will need to display passion, drive and knowledge when communicating effectively with clients and manages results for optimum client/company satisfaction The role carries annual targets broken down monthly and requires high levels of opportunity and pipeline management skills
- Achieving individual and team targets through sales which include, upselling, add-on cross selling and account optimisation as well as performance KPIs
- Growing existing client accounts and reducing churn from sold deals
- Working fast and efficiently, with high levels of organisation and be a self-starter
- Providing excellent customer service to give our advisers a great experience
- Initiates and participates in client focused meetings, presentations and other events as requested and/or as deemed appropriate for account development and contributes with content for client proposals
- Demonstrates clear ability to work with others and promotes a collaborative environment that facilitates client development
Salary benchmarks
Our take
When it comes to life's big decisions, finding the right advice can make all the difference. Unbiased aims to connect people with professionals that are objective when offering advice.
Unbiased lists nearly 30,000 IFAs, financial advisers, mortgage advisers and accountants, and between them, Unbiased’s advisers manage over £20B of assets. All the experts listed with the company are regulated by the relevant official bodies, appropriately qualified and independent of product providers. Consumers searching on Unbiased can refine their search by area of expertise, gender, payment options, advice areas, level of wealth, qualifications, accreditations and more. Alternatively, they can be matched automatically with the best local adviser, usually within 48 hours.
The company received series A funding at a time of rapid growth. Unbiased is becoming a prominent solution for advertisers to grow their businesses. VC funding in 2022 supported the growth of Unbiased's team, its financial advice marketplace, and international presence.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (2 rounds)
Dec 2022
$5m
GROWTH EQUITY VC
Jan 2020
$7.3m
SERIES A
Total funding: $12.3m
Company benefits
- Holiday: you’ll be allocated plenty of holiday to ensure that you have enough time to recharge, work-life balance is super important to us here
- Flexible working: we’ll work with you to find the balance of office-based work and remote working
- Cycle to work scheme
- Season ticket loan
- Life insurance
- Brilliant Pension Contributions: We go above and beyond when it comes to helping you to save for your future
- Investment in your Development: Alongside in-house training, you’ll be allocated £1,000 a year to invest in your career development
- Investment in your Wellbeing: Your wellbeing is a top priority for us, and you’ll be able to benefit from fully paid subscription to Calm, our favourite Wellbeing App
- Social Events: We’re a social bunch so you can expect plenty of activities based in and around our vibrant office in the heart of Farringdon
- Flexible working: we’ll work with you to find the balance of office-based work and remote working
Company values
- Be relentless about progress
- Enjoy the journey
- Share and seek input
- Own it and get it done
Company HQ
Farringdon, London, UK
Leadership
Karen Barrett
(CEO)Previously Member of the Retail Market Advisory Board and Member of the Communication Council at Standard Life. Outside of Unbiased, sits on the Advisory Board of Money Marketing and is part of the Mentor2mentee network.
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