Account Manager - Trading (Fixed Term Contract)

Greater London
Full time
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I.T., digital & online media services
1,001-5,000 employees
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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 1,700 people across Asia Pacific, North America, Africa and UK & Europe.

Role Purpose

This role is a fixed term contract due to finish at the end of June 2025.

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. This role oversees day-to-day relationships with clients and works with clients to

cultivate future projects and qualify new opportunities. The Account Manager consults with other functions (including product support, client solutions and finance) to ensure mutual objectives are met.

Your objectives and responsibilities will focus on…

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

  • Maintain regular contact with the Iress user base by way of proactive client visits, telephone calls and emails. In line with a structured account management plan.

  • Develop, coordinate and implement actionable new business growth plans to achieve and exceed quarterly targets. Incorporating client retention, and uplift from increased usage and the sale of additional solutions.

  • Apply the Iress commercial ways of working in all activities including engaging with clients via our chosen methodology, process and tool-set.

  • Manage commercial negotiations and ongoing revenue forecasting for clients. Pursue revenue opportunities through to completion, involving internal colleagues as appropriate.

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

  • Demonstrate first class communication and presentation skills to proactively run Operational meetings.

  • Display a strong understanding of the client's workflow, internal structure and identify key decision makers.

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

  • Work with clients to implement and ensure adoption of Iress products.

  • Is a point of escalation and information for client support teams and may be occasionally required to assist with support enquiries to ensure optimal client experience is maintained.

To be successful in this role...

  • Strong commercial and business acumen.

  • Excellent communication skills both verbal and written in a clear, concise and unambiguous manner.

  • Strong influencing, 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.

  • Experience working in a project environment in the Financial Markets sector is desirable but not essential.

  • Ability to prioritise, delegate, respond to and follow-up issues in a timely and appropriate manner.

  • Be self-motivated and show initiative to liaise with clients on understanding their requirements.

  • Experienced with working cross-functionally to bring about the right results for clients.

Why Work With Us?

  • 8 paid days per year to extend your weekends + 25 days annual leave

  • New Short-Term Incentive and Recognition program.

  • Annual Leave (Buy/sell back options)

  • State-of-the-art offices

  • Casual dress, Hybrid & Flexible work policy

  • Access to learning and development programs

  • 3 days’ leave per year for charity initiatives

  • Global 36-hour hackathon

  • Starting school leave - 8.5 days of leave to assist your kids with the transition to school

  • Life, Income & Private Medical Insurance

  • Enhanced Maternity & Paternity Policy

Employment Type


Time Type

Full time