Hi, we’re Penfold - We are on a mission to build the pension of the future! 🚀
The UK pension industry is full of traditional pension providers that have outdated products and poor customer service. Penfold is dragging the pension industry out of the dark ages with a platform that is built on modern technology. We’re demystifying pensions, to make them universally accessible, engaging, and exciting so we can help everyone save enough for later life.
Right now we’re still a small team, but we’re well-funded with over £15 million in funding and growing rapidly. The company has been very successful, and is going through a big growth phase - we’ve been signing multiple customers, and we have over 50,000 users and 100s of workplace clients.
Our team is focused on building an amazing pension experience for our savers - creating a world where everyone is confidently saving. As one of our first 60 employees, you’ll have a say in defining our culture and you’ll have opportunities for progression and learning.
About the role
At Penfold, we're passionate about delivering exceptional customer service and always putting our customers first and our Account Management team is at the heart of the business - we bring a real competitive advantage as we're instrumental to the proposition we sell our clients.
We are looking for a hands-on Account Manager who can build strong client relationships that translates into winning more business.
Your responsibilities:
- Onboard Accountants, build strong long-term relationships by understanding their problems and offering tailored solutions
- Upsell to Accountants, aiming to sign and onboard a stream of their clients through a series of tactics
- Reporting on and achieving targets through upsell (clients signed, asset value)
- Check in with clients regularly, conducting quarterly reviews and analysing client and campaign performance data to uspell
- Scale Account management & sales processes to continue to deliver a 5* experience to all our clients as we grow
- Work with product, marketing and sales team to share client feedback
About you:
- 1+ years experience as an Account Manager, Key Account Manager, Sales Account Manager, Junior Account Manager or relevant role
- Demonstrable ability to communicate, present and influence key stakeholders at all levels of an organization, including executive and C-level
- Customer-oriented: always two steps ahead understanding client needs, why they buy and their hesitations: turning problems into opportunities to provide a bespoke opportunity
- Data-minded & strategic: can monitor and measure the success of initiatives and use data to guide the long-term strategy
- Can also apply the high-level strategy to the ground level by coordinating cross-functional campaigns
- Not afraid to get stuck in and get hands dirty
- The ability to navigate and focus in a fast-paced environment, previous experience of doing this is a plus
- Excellent listening, negotiation and presentation abilities
- Strong verbal and written communication skills
- BA/BS degree in, or equivalent experience
Be prepared to work hard! Ultimately, we’re looking for smart, hardworking & energetic people who get stuff done & are committed to contributing to a great team. So, if you’re excited about what we’re doing, get in touch – definitely don’t be put off if you don’t tick every box!
Our application process
• Screening interview (30 min) - short interview with the Hiring Manager to get to know you and assess your experience and skills
• Take-Home Task (1 hour) - to assess your strategic thinking and ability to identify opportunities for upselling
• Task Interview with Hiring Managers (1 hour) - an opportunity to present your take-home task: 30 mins presentation and 30 mins of questions from Hiring Managers about your approach
• Culture Interview (30 min) - you’ll meet other members of the team to find out more about what it’s like working at Penfold
Salary £40-£50k base based on experience, not including performance based target on top.