Overview/Summary
Join Quantios Klea, a global leader in Trust, Private Client, Corporate Services, and Fund Administration, as we advance Klea—our innovative SaaS platform dedicated to corporate legal entity management. Designed to simplify complex governance and compliance processes, Klea empowers corporate clients to maintain regulatory compliance and streamline their operations with ease. As part of the Quantios Klea team, you’ll contribute to a transformative platform developed with a singular focus on corporate client needs, backed by a team with extensive industry expertise.
Key Responsibilities
As an Account Manager, you have a direct client facing role, positively impacting the top line of the company. Working closely with the Product team, you have deep understanding of the product and how this connects to client needs, you have experience mapping these needs and feeding that back to the Product team. Your key responsibilities revolve around creating regular touch points with all accounts, up selling new modules and timely securing renewal of existing contracts.
- Draw up a renewal action plan for all clients and ensure early renewal and contract extensions and identify clear upsell targets and KPI’s.
- Plan, organise and execute regular client catch up calls.
- Together with the Sales and Marketing team, devise regular campaigns to draw attention to new features and sell new packs and modules to existing clients.
- Prevent churn by timely positioning calls with clients to understand changing client needs and work closely with the sales and product team to present solutions to client queries.
- Build a dashboard for internal reporting to confirm renewal statuses, upsell statuses and client feedback on product and changing client contexts.
- Report on the performance of the renewal and upsell activities (weekly).
- Collaborates with other supporting teams to create landing pages personalised by segment, campaign or organisation for the Klea website.
- Identify the latest digital technologies and current digital trends affecting the industry and integrating that into the overall renewal and upsell strategy.
Travel to offices in the UK, Channel Islands and overseas may be required.
The ideal candidate will have the following experience:
• Pedigree in SaaS B2B environments with clear understanding of best practice in implementation and commercial contract management.
• You are a self-starter, creative and entrepreneurial who can operate at the day-day detail and the broader, long term time scales.
• Commercially minded to make value based assessments to help grow and retain our existing and future customer base.
• Experience in commercial pricing and contract negotiations.
• Experience in consistent reporting on progress and identifying commercial opportunities.
• Knowledge of Hubspot is ideal but an equivalent marketing automation platform is required.
• You have strong analytical skills with a focus on the detail.
• You are results driven and passionate about both the brand and the results.
• Experience of leveraging global campaigns and teams to execute and localise regionally.