Account Manager - Xplan


Location: Remote - UK/EU only

Job Type: Full time


Show that gap who’s boss!
Women are 16% less likely than men to apply to a job once they’ve viewed it, but are 16% more likely to get hired after applying to a job.*
*LinkedIn Talent Solutions Gender Insights Report 2019

See yourself being part of a large, transformational change? This could be the role for you!

Who We Are

At Iress, we believe technology should help people perform better every day. Since our beginning in 1993, people across financial services have trusted us to take their performance to the next level. From the world’s most established financial brands to new and disruptive players, we help improve every aspect of our clients’ businesses so that they can work better, every day. Iress is one of Australia’s largest technology companies and employs more than 1,900 people across Australia, United Kingdom, South Africa, Canada, New Zealand and Asia.

The Role

Accountable for organic growth and client retention, the Account Manager is responsible for building and maintaining relationships with existing clients and ensuring that clients are set up to get the most out of Iress’ products and services, in particular Xplan. This role oversees day-to-day relationships with clients and works with them to cultivate future projects and qualify new opportunities. As an Account Manager you will also work collaboratively with other functions (including product support, client solutions and finance) to ensure mutual objectives are met.

What you will be doing

  • Develop strong day-to-day relationships with clients to understand their overall strategy, challenges and priorities and where we can deliver solutions.

  • Regular proactive client engagement in line with a structured account management plan.

  • Achieve agreed monthly, quarterly, and annual revenue targets that incorporate client retention, and uplift from increased usage and the sale of additional solutions.

  • Manage commercial negotiations and ongoing revenue forecasting for clients.

  • Responsible for managing revenue related client requests, ensuring all information to execute billing and licensing requests are prepared and authorised.

  • Key contact point for clients for all new projects, feature requests and escalation of issues.

  • Support the delivery of new and enhanced product features and propositions to the market by establishing clear adoption and account plans.

  • Proactively educate clients on new release functionality or features and benefits this brings to their business.

  • Effectively articulate Iress roadmaps, enhancements and upgrades to clients and users at all levels. Manages upgrade processes where required.

  • Point of escalation and information for client support teams.

  • Maintain, update and use global CRM with accuracy and timeliness, record all material client and prospect interactions, and maintain an up-to-date opportunity pipeline.

What you will need

  • Core working experience within Financial services, ideally Wealth Management.

  • Exposure to Xplan will be desirable.

  • Strong commercial and business acumen.

  • Solution focused with the ability to identify changes and drive ideas.

  • Deep understanding and knowledge of Industry practices, business environment and technology requirements.

  • Excellent communication, relationship building and networking skills.

  • Excellent analytical skills to evaluate the client, competitors, industry landscapes and make recommendations to drive profitability and gain market share.

  • Strong influencing, negotiation, critical thinking and problem solving skills.

  • Strong team working ability, able to effectively collaborate and coordinate with other Iress teams.

  • The ability to effectively work under pressure and to targets, ensuring that excellent service is delivered at all times.

Why work with us?

  • 25 days annual leave + bank holidays

  • 6 additional paid days per year to extend your weekends

  • State-of-the-art offices

  • Equity grants for our top 25% performers

  • Annual Profit Share when Iress meets its annual profit targets

  • Free on-site gym in our Cheltenham office open and available 24/7

  • Casual dress, flexible work policy

  • Life insurance, income protection and healthcare cash plans

  • Access to various learning and development programs

  • 3 days’ leave per year for charity initiatives

  • Global 36-hour hackathon

  • Generous referral scheme

  • Starting school leave - 8.5 days to support your children with the transition to school

  • Up to 26 weeks’ paid parental leave for primary carers (up to 4 weeks for secondary carers), and the ability to work part-time when returning to work

Employment Type


Time Type

Full time
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