Associate Account Manager – Fixed Term Contract

Location: Hybrid / Reading

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
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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