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Account Manager - Sage Employee Benefits

Remote: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

Excellent written and verbal communication skills, Strong objection handling and personal organization, Customer-first mindset with a focus on exceeding expectations, Resilience and drive to perform well under pressure.

Key responsabilities:

  • Proactively engage new leads and manage client relationships
  • Showcase product value through demonstrations and discovery calls
  • Guide clients through the onboarding process to ensure smooth setup
  • Manage accounts to achieve conversion and retention targets

Personal Group logo
Personal Group Financial Services Scaleup https://www.personalgroup.com/
201 - 500 Employees
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Job description

📍Job: Account Manager 

🏠Location: Remote (home based - with travel to Milton Keynes or Newcastle occasionally required) 

📃Contract: Permanent - Monday - Friday - 40 hours pw

💰Salary: Up to £34000 dependent on experience with commission


Are you passionate about making a difference and want to join an organisation and create a brighter future for the UK workforce.

What’s great about the role?

You will be a Sales & Onboarding Specialist with your primary goal to acquire, convert, and retain Sage Employee Benefits leads by leveraging your sales expertise and personable approach to seamlessly integrate our product into clients' businesses.

You’ll achieve this through proactive outreach and engaging product demonstrations, clearly showcasing SEB’s value to drive understanding, buy-in, and successful onboarding.

Beyond conversion, you’ll focus on client retention and growth, ensuring long-term success through ongoing relationship management.

Success in this role relies on strong objection handling, accurate data management, and exceptional personal organisation.


Benefits

  • Remote (with travel to MK or Newcastle occasionally required)
  • 25 days annual leave with option to purchase additional holiday days
  • Private medical insurance
  • Employer contributory pension
  • Discounted gym memberships
  • Free travel insurance for you and your family
  • Life assurance – 4 x salary
  • Practical Health Plan
  • Salary sacrifice options include big technology purchase discounts, retail discounts platform, car lease schemes, share ownership plan and more


Join our team and help onboard new Sage customers! Your role will involve:

  • Proactively engaging new leads and overcoming objections
  • Showcasing product value through demos and discovery calls
  • Ensuring smooth onboarding by guiding clients through setup
  • Maintaining strong client relationships for retention and growth
  • Managing accounts to hit conversion and retention targets
  • Handling sales documentation and ensuring accuracy
  • Supporting implementation and compliance with regulations

If you’re a proactive communicator with a customer-first mindset, apply today! 


What We're Looking For:

We’re searching for someone who’s great at building strong, trust-based relationships and isn’t afraid to challenge the status quo. You’ll thrive in this role if you have:

  • Excellent communication skills – both written and verbal – and can adapt your message to different audiences.
  • Confidence & integrity – you uphold high personal standards and stay true to company values.
  • A customer-first mindset – you genuinely care about understanding and exceeding customer expectations.
  • Resilience & drive – you perform well under pressure and can adapt quickly in a fast-moving environment.
  • Commercial awareness – you know how to prioritise high-value customers and manage your time effectively.

No candidate will meet every single desired qualification. If your experience looks a little different from what we've identified and you think you can bring value to the role, we'd love to learn more about you!


Why Personal Group? 

We protect the unprotected and connect the unconnected!

We do this by providing market leading employee benefits and straightforward insurance plans focused on improving employee health, wellbeing and engagement to create a happier, healthier and a more productive workforce. Alongside this we offer specialist pay and reward and employee experience consultancy.

Together we provide a full-service solution to help our clients stand out as an employer of choice while ensuring that our offerings across the Group are fair, reasonable and accessible to all reaches of society.

To find out more about the amazing products we offer and a little more about us take a look at our careers page - https://www.personalgroupcareers.com/

Personal Group is proud to be an inclusive employer and encourages applications from a diverse range of candidates. If you require reasonable adjustments to assist you with the application and/or recruitment processes, please contact our Recruitment Team.

 



Required profile

Experience

Industry :
Financial Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Organizational Skills
  • Adaptability
  • Communication
  • Resilience

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