Account Manager

We are seeking a charismatic and engaging individual to join a dynamic UK-based Business Development team.

This is a warm-sales, relationship-focused role, where you will engage with existing members and introduce them to a broader portfolio of services, including networking events and HR & Health & Safety consultancy.

Working closely with Business Development Managers, this role plays a key part in supporting commercial growth and strengthening member engagement by developing long-term client relationships.

This position is centred on high-quality conversations and meaningful engagement, rather than transactional selling.

Key Responsibilities

• Engage with members to promote events, briefings, and industry updates
• Convert members into subscription services (e.g. HR and H&S offerings)
• Identify needs and qualify opportunities through structured conversations
• Follow up with event attendees and nurture ongoing interest
• Maintain accurate and timely updates within the CRM system
• Collaborate with advisers and Business Development Managers to build pipeline
• Contribute to team targets and overall performance metrics
• Ensure compliance with quality, data, and regulatory standards
• Participate in ongoing training, coaching, and development

Day-to-Day Activities

• Make outbound calls and send emails in line with agreed campaigns
• Handle inbound enquiries, resolving or directing as appropriate
• Build knowledge of member organisations, their challenges, and priorities
• Promote relevant events and ensure suitability for attendees
• Clearly explain subscription services and commercial offerings
• Use structured questioning techniques to guide engagement
• Accurately record all interactions in the CRM system
• Follow up actions within agreed timescales
• Work to defined activity levels, quality standards, and KPIs
• Engage in continuous development through coaching and training

Requirements

• Experience in an outbound calling environment (e.g. recruitment, telesales, insurance, or similar)
• Familiarity with CRM systems and accurate data entry
• Proven experience working to KPIs and performance targets
• Willingness to learn and develop knowledge of services and membership offerings
• Self-motivated with a strong drive to succeed

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