Our client is seeking a Account Manager (Financial Education) to join their team on a permanent basis. This will be hybrid working.

Responsibilities include (but not limited to): • Leading the onboarding journey for new corporate clients, ensuring a smooth and professional introduction to the Client. • Managing day-to-day client relationships across a portfolio of mid-size and enterprise accounts. • Acting as a key point of contact for HR and Reward stakeholders, ensuring client satisfaction and ongoing alignment with their wellbeing strategies. • Scoping, shaping and coordinating the delivery of customised financial education programmes. • Leading the organisation of virtual and in-person sessions, presentations and workplace events. • Producing high-quality materials including proposals, impact reports, insight summaries and client comms. • Working with internal delivery teams to ensure programme consistency and quality at every stage. • Monitoring engagement data and programme outcomes to inform ongoing improvement and upsell opportunities. • Supporting commercial growth by identifying client needs, surfacing new opportunities, and contributing to pitch preparation and proposals. • Maintaining accurate records in CRM and supporting pipeline visibility for leadership.

Skills and experience: • Minimum 2 years' experience in a client management, HR/reward-facing, or B2B serv...