Accounting Software Account Manager

Job Title: Accounting Software Account Manager
Location: Hybrid – Work from Home, Office-based, and Client Site Visits
Working Hours: Monday to Friday, 9:00am – 6:00pm
Salary: £30,000 per annum + Commission (OTE up to £50,000 per annum)

Overview

We are seeking a proactive, commercially minded, and customer-focused Accounting Software Account Manager to manage and grow our existing client base while driving new business opportunities.

This hybrid role combines account management, client success, and full-cycle sales responsibilities. It is ideal for someone who enjoys building long-term relationships, helping clients maximise the value of accounting technology, and contributing directly to revenue growth.

You will act as a trusted advisor to existing clients—ensuring strong adoption, satisfaction, and retention—while working closely with the sales team to identify, pursue, and close new opportunities.

Key ResponsibilitiesClient Account Management & Customer Success

• Act as the primary point of contact for a portfolio of existing clients
• Onboard new clients and guide them through successful implementation of the accounting software
• Deliver client training on system functionality, best practices, and new feature updates
• Proactively identify client needs, usage gaps, and opportunities to enhance value
• Manage contract renewals, upsells, and cross-sells to ensure long-term retention and account growth
• Collaborate with support, product, and implementation teams to resolve client issues efficiently

Sales & New Business Development

• Support the full sales cycle: lead qualification, product demonstrations, proposals, negotiation, and close
• Work closely with sales leadership to identify expansion and new business opportunities
• Deliver tailored product demonstrations aligned to client and prospect requirements
• Prepare quotations, proposals, and contracts in collaboration with internal stakeholders
• Maintain accurate pipeline, forecasting, and account activity records within the CRM system

Product & Market Expertise

• Develop in-depth knowledge of the accounting software, integrations, and industry-specific use cases
• Stay informed on developments within accounting, finance, and technology sectors
• Provide structured feedback from clients to product and leadership teams to support roadmap decisions

Background & Qualifications

• Degree educated or equivalent experience (Accounting or Finance desirable but not essential, depending on level)
• Part-qualified or fully qualified (ACCA, ACA, CIMA or equivalent) desirable but not essential
• Strong understanding of core accounting principles including:
• Bookkeeping
• Management accounts
• Financial reporting

Technical & Systems Skills

• Confident using accounting software such as Xero, QuickBooks, Sage, or similar platforms
• Strong general IT proficiency with the ability to quickly learn new systems
• Comfortable working with cloud-based platforms, digital workflows, and automation tools
• Good understanding of how technology improves efficiency, accuracy, and reporting in accounting processes

This is an excellent opportunity for a commercially driven accounting professional who enjoys combining client relationships, technology, and sales in a dynamic, hybrid working environment.

Job Types: Full-time, Permanent

Pay: £30,000.00-£50,000.00 per year

Benefits:

• Company pension
• Health & wellbeing programme
• Private medical insurance
• Work from home

Application question(s):

• Do you have at least 2 years’ experience working with accounting software (e.g., Xero, QuickBooks, Sage)?
• How many years of experience do you have in account management or client-facing roles?
• Do you have experience delivering product demonstrations to clients or prospects?
• Are you part-qualified or qualified (ACCA, ACA, CIMA) or studying towards a qualification?
• Do you have experience managing the full sales cycle (lead qualification through to close)?
• Have you previously worked in a commission-based or target-driven role?
• What is the largest annual revenue target you have personally managed?
• Which accounting platforms have you used regularly?
• Are you comfortable working with CRM systems to manage pipeline and client activity?
• Do you have experience onboarding or training clients on software systems?
• Are you comfortable working in a hybrid role that includes office work, remote work, and client site visits?
• Do you hold a valid UK driving licence and have access to a vehicle (if required for client visits)?
• Are you eligible to work full-time in the UK?
• Are you comfortable with a base salary of £30,000 plus commission (OTE up to £50,000)?

Work Location: In person