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Account Manager

Account Manager

Bexleyheath | 5 days a week | some flexibility on hours and remote working | £20-£30k depending on experience

A wonderful opportunity to join a company who are a leading specialist Apprenticeship and Training Provider for the Financial Services sector in London and the UK.

Job purpose:

The Account Manager is responsible for proactively supporting their allocated portfolio of clients and achieving agreed objectives for each client. They will be the first point of contact and will work closely with clients to ensure effective use of their Apprenticeship levy to bring about maximum impact to the business and individual apprentices. The Account Manager will provide ongoing support to their portfolio of clients. Job scope:
  • Strategic support: embeds apprenticeship programmes as a key pillar of the clients learning and development strategy.
  • Contracts and Digital Account: ensures all relevant contracts are agreed and the client’s Digital Account is set up and fully functioning.
  • Planning and Management of Apprenticeships starts: Works in collaboration with the client to plan and successfully start new Apprentices.
  • Ongoing Support and Reporting: Provides clients with the relevant levels of support and management information to meet their needs.
Core duties and responsibilities:
  • Gain a full understanding of the clients organisational/learning and development needs.
  • Propose and recommend apprenticeship solutions that tightly fits the identified needs.
  • Links apprenticeship programmes with wider learning and development activities across the organisation.
  • Analyses the client using key account management models such as matrix and life cycle, and shapes support to progress the client within the models.
  • Set short and long-term objectives for each client.
  • Integrate into the client’s organisation to ensure our brand is as sticky to the client as possible.
  • Provide support and guidance around financial modelling, and the effective use of the clients levy amount to maximise impact.
Contracts and Digital Account:
  • Negotiate and agree terms and conditions of supply of services.
  • Provide support to the client in the setting up of, and ongoing use of, their Digital Account.
  • Resolve any issues relating to any Digital Account and ILR discrepancies.
Planning and Management of Apprenticeship Starts:
  • Liaise with the client to fully understand their needs and jointly shape the learner journey, 20% off the job learning activities, funding breakdown and time frame for new apprentice starts.
  • Ensure the apprentice sign up process is accurately followed so the induction of apprentices is smooth and effective.
  • Collaborates with the allocated Coach to outline client specific needs and induction preparation.
  • Ensure all client pipeline/forecasted starts are shared with relevant colleagues so Management Information is kept fully up to date.
Ongoing support and reporting:
  • Proactively arrange and attend regular account management meetings with clients.
  • Ensures the client is provided with the relevant Management Information to meet their needs and to support high quality delivery.
  • Effectively services the client by providing ongoing communication and support.
  • Works alongside the Data and Recruitment Administrator to ensure client co-investment and incentive payments are paid/received by the client.
  • Provide proactive and ongoing strategic support outlined in Section 1 of Core duties and responsibilities.
Qualifications and experience
  • Understanding of relevant funding rules and learner eligibility - D.
  • Experience of working with data – inputting, analysis and reporting - E.
  • Comprehensive Financial Services knowledge and experience - E.
  • Understanding of vocational qualifications including Apprenticeships - D.
  • Knowledge and understanding of General Data Protection Regulations - D.
  • Experience of working within a regulatory environment (Ofsted/ESFA) - D.
  • Experience of working with Excel spreadsheets - E.
  • Understanding and experience of recruitment - D.
D – Desirable
E – Essential

Skills and abilities:
  • Self-motivated, focused and enthusiastic with the ability to work using own initiative - E.
  • An ability to accurately input data, analyse data trends and present reports - E.
  • To pro-actively problem solve and identify reasons for any data discrepancies/unexpected trends - E.
  • Confident with excellent attention to detail - E.
  • Excellent written, verbal and presentational skills - E.
  • Can identify cross selling opportunities - D.
  • Excellent administrative and organisational abilities - E.
  • Good IT skills, including all Microsoft office packages - E.
  • Project management skills - D.
D – Desirable
E – Essential

To apply please send your CV and covering letter in support of your application to carmen@successfulmums.co.uk quoting Account Manager 085 in the subject line.


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