Location: Hybrid / Reading
Associate Account Manager – Fixed Term Contract
Role purpose
- Drive the adoption of Dynamic Planner within new and existing clients
- Implement an agreed onboarding process for accounts and ensure delivery of suitable client outcomes
- Regular delivery of demonstrations and training sessions both via face-to-face / video to enhance clients knowledge of Dynamic Planner
Key responsibilities
- Maintain a high level of call activity. Client engagement will be key to the role, so face-to-face / video meetings will need to be utilised for maximum impact
- Take ownership of the agreed existing accounts and drive deeper adoption of Dynamic Planner and our Investment Solutions
- Proactively look for Sales opportunities in your panel of accounts and engage with the Sales Team to convert licence opportunities / additional services
- 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
- Provide knowledge / experience support
KPIs and measures
- Engaged adviser firms and end client usage
- Collateral created to support the onboarding 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 the account managed firms
- Minimise attrition across accounts
Skills / knowledge
- Self-motivated with a focus on client engagement via face-to-face / video meetings
- Highly proficient in the use of technology, learns new technology with ease and able to demonstrate it easily to others
- Strong communication skills
- Ability to liaise with clients and partners to understand their business and how our product supports them
- Ability to influence others
- 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
- Confident presenting through multiple mediums
- Client relationship management
- Analysis skills
- Time management
- Good knowledge of PowerPoint, Excel, Outlook
- Salesforce – preferred not essential
Experience / education
- Track record of providing exceptional customer service
- Experience of usage and adoption of technology creating efficiencies – preferred but not essential
- Experience of creating engaging client collateral
- Financial services experience or knowledge – preferred by not essential
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




