Strategic Account Manager – Enterprise Clients

Location: Hybrid / Reading

Role purpose

Build relationships that unlock value in the UK financial planning and investment services sector – and own the commercial results.

At Dynamic Planner, we’re using technology to transform the way financial advice is orchestrated in this country, dramatically reducing the time it takes to deliver a regulated financial plan, opening up access to financial advice to those that need it. Simultaneously the UK government is prioritising widening the access to financial advice for all. To support the growing demand for financial advice and the tech that underpins it, we’re now looking for a Strategic Account Manager to take ownership of our most valuable client relationships — helping them unlock maximum value from our tech.

This is a high-impact, commercially accountable role. You’ll be the face of Dynamic Planner to key enterprise accounts in the financial planning and wealth manager sectors, as well as the asset management sector, acting as a trusted advisor, growth partner, and strategic operator.

Apply Here

What you’ll own

Strategic Relationship Management

Serve as the day-to-day contact and relationship lead for assigned enterprise accounts
Build trust across stakeholders — far beyond the original buyer — to strengthen long-term partnerships
Lead planning sessions, QBRs and regular check-ins that focus on client outcomes and shared value
Deliver engaging, insightful material to support your recommendations and drive executive engagement

Revenue Growth & Commercial Strategy

Own a personal expansion quota and contribute to growth targets across strategic accounts
Identify upsell and cross-sell opportunities in close partnership with Sales, Product and Client Success
Build and execute detailed strategic account plans aligned to client business goals and growth levers
Understand how to align technology and the value it provides to regulatory drivers and commercial outcomes

Solutioning & Insight Delivery

Become an expert on each client’s operating model, challenges and goals
Translate platform capabilities into commercial value, positioning Dynamic Planner as critical infrastructure
Deliver proactive insights that drive adoption, engagement, and measurable results

Internal Collaboration

Be the voice of the client internally — influencing Product, Engineering, Marketing and Support
Contribute to successful rollouts and onboarding of new enterprise clients
Proactively flag risks and blockers, and manage resolutions with pace and empathy

Forecasting & Commercial Support

Track usage, renewal timelines, and customer health
Contribute to accurate forecasting and CRM hygiene
Support pricing, contract renewal and proposal development in collaboration with leadership

What success looks like

High retention and growth across assigned strategic accounts
Meeting or exceeding your personal expansion quota
Strong CSAT/NPS from enterprise clients
Account plans executed on time, renewals completed with confidence

You’ll thrive in this role if you

Have experience managing complex enterprise accounts with commercial or sales targets
Understand SaaS, fintech, wealth/FS platforms; may have moved from consulting, pre-sales, or client success
Can hold your own in pricing, renewal, and value conversations
Build relationships that last — across stakeholder levels and functions
Understand business models, commercial drivers and regulatory requirements
Think strategically, communicate clearly, and solve problems before they escalate

Why join us?

At Dynamic Planner, you’ll be part of a high-performing organisation that’s transforming access to financial advice in the UK wealth management sector, of which we serve 40%. We are a Fintech of 22 years, our CEO is a co-founder, and we are passionate about lowering the cost of delivering regulated financial advice.

We build meaningful relationships with enterprise clients to help them achieve their goals and purpose. We’re growing fast, and this role will have real visibility, ownership, and the chance to shape how we scale our enterprise motion.

Sound like your next move? Let’s talk.

Starting a new position can be nerve-racking, however, from the very first interview through to joining the team I have felt nothing but relaxed and welcome. Dynamic Planner are such a warm, happy, and helpful group of people that I settled in so quickly and never looked back. It’s a company that genuinely care about its people, they make me feel valued and I’m so grateful to be part of the family.

Sam Hinde

Client Success Associate

I never feel like a number on a spreadsheet. And I love being able to work flexibly. I start my day at 8am. I’m a morning person. That really suits me.

Claire Bull

Product Owner

Life at Dynamic Planner

Want to learn more about our values & culture?

When you join Dynamic Planner, first and foremost, you are joining a team. Within that healthy structure, you are also a valued individual.

Check us out!