Associate Account Manager

**Who we are?**

InfoTrack is a leading SaaS technology innovator that is helping a range of professionals, businesses and individuals in a digital age. We care about what we do and the people we work with. We partner with our clients to identify their challenges and constantly look for ways to evolve our products to maximise their impact.

**Who we are?**

InfoTrack is a leading SaaS technology innovator that is helping a range of professionals, businesses and individuals in a digital age. We care about what we do and the people we work with. We partner with our clients to identify their challenges and constantly look for ways to evolve our products to maximise their impact.

**The Role**

We're looking for a proactive and organised Associate Account Manager to join our team. In this hybrid role, you'll manage and grow a diverse portfolio of non-legal corporate clients, while supporting the Banking and Corporate Account Management team with key admin and reporting tasks. It's a great opportunity to build strong relationships, drive retention, and support a high-performing team managing some of InfoTrack’s top partnerships.

**About you**

You’re a commercially minded relationship builder with a knack for uncovering client needs and offering smart, tailored solutions. You bring a balance of strategic thinking, attention to detail, and a proactive mindset always looking for ways to add value, protect key accounts, and drive growth.

**Key Roles and Responsibilities**
- Manage and grow a large portfolio of non-legal corporate clients across diverse industries, ensuring high levels of engagement, satisfaction, and retention.
- Serve as the primary point of contact for day-to-day enquiries, proactively building relationships and identifying opportunities to expand usage.
- Conduct regular account reviews to share insights on product adoption and recommend solutions that drive value for clients.
- Support client onboarding, including training sessions, setup, and documentation.
- Monitor client activity and usage trends, taking action to address risks of churn or declining engagement.
- Maintaining relationships across top 300 clients with a 90-day cadence for contact through the diligent use of Salesforce
- Gathering information on commercial client to understand their due diligence needs and inform any recommendations/whitepapers.
- High Activity - ability to make 30+ Successful Calls a day, and book a minimum of 10 client meetings per week
- ** Skills, Knowledge and Experience**:

- Proven experience managing a portfolio of B2B clients, with demonstrated success with the upselling of products
- Excellent phone manner and communication skills; able to clearly articulate products, value propositions. You will be an enthusiastic multi-tasker who thrives in a fast-paced environment.
- Proven ability as an outstanding listener, capable of hearing and identifying issues/concerns a client has without them being stated explicitly
- Experience working with clients in banking, financial services, corporate, or similar highly regulated sectors is an advantage
- Competence with Microsoft Office Suite—particularly Excel for reporting, and PowerPoint for presentations. Also, experience utilising Salesforce would be highly regarded
- 12 months’ experience in a similar role would be advantageous

**The Rewards and Culture**

We’re proud of our culture and deeply value the experience of every team member. When you join us, you’re not just taking on a job, you’re joining a company that invests in your growth, well-being, and success. We have created a culture that provides our people with platforms to share their ideas so we can shape the future of our products.

**What We Offer**:
**Personal Development** We have a rich history of providing people with growth opportunities throughout their InfoTrack journey. We provide our people with professional development plans, technical training, leadership programs, and clear career progression opportunities.

**Reward & Recognition** We have a culture of recognising the contributions of our people and rewarding them for their impact. We have various formal recognition programs as well as access to our employee share scheme. We put an emphasis on staff happiness, so we have a well-stocked snack cupboard, weekly catered lunches, free breakfast every morning and locally based social committees that drive events for each office including a Table Tennis competition.

**Health & Wellbeing** We care about our people’s well-being and that is why we offer a range of benefits including fully covered gym memberships, monthly in-house massages, progressive leave policies and access to an Employee Assistance Program.