Account Manager

Location: Home-based. With travel to client offices as required

Role purpose

  • Drive Dynamic Planner adoption within new and existing clients
  • Own the onboarding process and ensure suitable client outcomes in support of strategic initiatives
  • Help with the creation of suitable sales and marketing material to promote Dynamic Planner 
  • Create all required collateral to support onboarding processes
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Key responsibilities

  • Maintain a high level of call activity. Client engagement is key to role. So, F2F / Webex will need to be utilised for maximum impact
  • Take responsibility for the successful onboarding of accounts
  • Develop in-depth understanding of regulatory requirements impacting our clients
  • Ownership of an agreed panel of existing accounts, driving deeper adoption of Dynamic Planner and its investment solutions
  • Proactively look for SQL opportunities in your account panel and engage with Sales Team to convert into licence opportunities / additional services
  • Assist in larger client rollout projects, working with the Sales Team and the Project Manager for optimal delivery and adoption
  • Utilise the adoption dashboard to monitor progress in moving your panel of accounts along the adoption curve
  • Promote best practice solutions internally and externally
  • Utilise Salesforce to record account activity and project progress
  • Build key relationships with our clients and partners, understanding their regulatory obligations, concerns and requirements
  • Engage with clients to understand their business processes
  • Align client processes with Dynamic Planner best practice model and identify strategies for closing any gaps
  • Identification and recording of FAQs, common solutions and user feedback for review by the Product Design team
  • Preparation of documentation/training material to back up the support process and related tasks
  • Provide knowledge / experience support

KPIs and measures

  • Engaged adviser firms and end client usage
  • Collateral created to support the on-boarding of adviser firms plus the Sales & Marketing plans
  • The identification of SQL opportunities and assisting in their conversion to additional licence/services
  • Grow the adoption of Dynamic Planner within your panel of agreed accounts



  • Self-motivated with a focus on client engagement via F2F / Webex meetings
  • Strong communication / influencing skills
  • Ability to liaise with clients and partners to understand their business and how our product supports their activities
  • Ability to influence key decision makers
  • Ability to manage client expectations
  • Self-motivated with an exceptional focus on delivery
  • Ability to manage multiple clients and track / report on status / development
  • Ability to organise resources to deliver on adoption requirements
  • Exceptional presentation skills through multiple mediums
  • Client relationship management
  • Analysis skills
  • Time management


  • First-hand experience of Wealth Management / Financial Planning gained through involvement in an associated business (Adviser, Business/service manager, relationship manager)
  • Completion/working towards the Diploma in Financial Services or equivalent
  • Track record of key account engagement and influencing at all organisational levels
  • Managed the rollout and adoption of software solutions across organisations – preferred but not essential
  • Knowledge and understanding of financial planning tools, front office and back office systems
  • A working knowledge of regulatory matters that impact adviser firms and Dynamic Planner solutions
  • A track record of creating on-boarding collateral and managing adoption campaigns
I love coming into work every day at Dynamic Planner. I feel valued as an individual and enjoy great relationships with really talented people right across the organisation.
Glenn Bryant
Content and Communications Executive
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