Synergy Learning
Account Manager
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Hello!
Thanks for clicking through to apply: we look forward to hearing from you. Please note that while this is a remote first role we can only consider applicants who are based in (and who have the right to work in) the UK or Republic of Ireland.
Before you complete your application, please take a look at our careers page, where you will find lots of information on the hiring process and some tips for completing your application. Our website also provides information on our mission, vision and values and more about the great work we do in 1Team!
About the Role
We are looking for an experienced Account Manager to join our Sales Circle and take ownership of a portfolio of existing customers. You'll build strong commercial relationships, understand what matters to your customers and help them get more from working with Synergy Learning.
As you get to know your customers you'll proactively identify opportunities where we can help further. That could be another product, consultancy, development work or bringing somebody else from the business into the conversation. Success in this role comes from building trusted relationships, taking ownership and actively helping customers get more value from working with Synergy Learning.
The purpose of the role is to maximise the value, retention and growth of your customer portfolio. The role is responsible for protecting recurring revenue, delivering high renewal rates and identifying opportunities to grow existing customer accounts through additional products and services. By staying close to your customers throughout the year, you'll understand where they're trying to get to, recognise where we can add more value and bring the right people into the conversation when specialist expertise is needed.
If a positive and inclusive culture with the incredible flexibility that remote first working brings appeals to you, we just might be exactly what you are searching for!
Expected Process & Timeline
- Closing date & Shortlisting completed: 12 noon on 18th August 2026
- Interviews: w/c 24th August
Key Responsibilities
Customer relationships & account management
- Own the commercial relationship for your customer portfolio.
- Get to know your customers, how they work, what they're trying to achieve and the challenges they’re trying to overcome.
- Keep in regular contact throughout the year, not just when a renewal is due.
- Build relationships with the people who influence decisions as well as those using the platform every day.
- Be somebody your customers enjoy working with and trust to give honest advice.
- Bring the right people into conversations when customers need specialist support while maintaining ownership of the overall relationship.
- Make it easy for customers to do business with Synergy Learning.
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Commercial growth & renewals
- Take ownership of renewals from early planning through to agreement.
- Protect recurring revenue by staying ahead of potential risks.
- Grow existing customer accounts by identifying opportunities where we can help them achieve more through our products and services.
- Ask good questions to understand where customers are heading and what they will need next.
- Be comfortable talking about pricing, commercial options and contract changes.
- Own the commercial performance of your customer portfolio, delivering against agreed retention, renewal and growth targets.
Account planning
- Keep a clear plan for your customers rather than reacting when something happens.
- Understand how customers are using our platforms and identify where they could achieve more.
- Hold regular account reviews where they add value.
- Listen carefully to customer feedback and share it internally.
- Help shape future opportunities by understanding what customers need before they ask.
CRM & commercial discipline
- Keep the CRM (HubSpot) accurate and up to date so it always reflects what's happening with our customers.
- Every customer should have a clear next step. Record meetings, decisions and agreed actions as you go.
- Keep account plans up to date as customer priorities, relationships and opportunities change.
- Produce reliable forecasts and maintain clear visibility of renewals, opportunities and commercial risks across your portfolio.
- Stay organised. Managing a large customer portfolio means balancing priorities, following things through and keeping commitments.
- Follow the agreed Sales Circle processes and ways of working.
Collaboration & 1team working
- Work closely with Consultancy, Support, Project Management, Product, Marketing and the wider Sales Circle.
- Share what you are hearing from customers so the wider business stays informed.
- Keep colleagues updated so everyone understands the customer's priorities, what's happening next and who is responsible.
- Support smooth handovers and clear communication across the business.
- Contribute positively to the culture and standards of the Sales Circle.
- Work closely with Customer Success to understand customer needs, share insight and maximise opportunities within your customer portfolio.
Professional development & networking
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- Build your knowledge of our products, services and the markets we work in.
- Stay up to date with developments across learning technology.
- Keep improving your commercial, product and relationship management skills.
- Take an active role in your own performance enablement and development.
- Look for ways to improve how you work and the value you provide to customers.
Essential Criteria
-
You must have:
- Residency, along with the right to work in UK or Ireland
- At least three years' experience managing customer accounts within a B2B SaaS or subscription business.
- A proven track record of retaining customers and growing existing accounts.
- Experience identifying opportunities to grow customer accounts through additional products and services.
- Strong CRM discipline, with experience managing customer activity, opportunities and forecasting.
Valuable Experience
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We would love you to have:
- Experience within a learning technology business.
- Knowledge of Moodle, Totara or similar learning platforms.
- Confidence using HubSpot, Confluence and Jira.
- Experience working in a remote-first organisation.
- Experience managing a varied portfolio of customers.
- Experience working within a growing SME.
Desired Attributes
We are looking for someone who can demonstrate:
- A genuine interest in customers and how their organisation works.
- Comfort in managing a busy portfolio and balancing competing priorities.
- Confidence with building relationships and having honest commercial conversations.
- Comfortable leading commercial conversations around renewals, pricing and contract changes.
- An ability to take ownership, follows things through and not wait to be chased.
- An ability to build strong relationships with stakeholders at different levels of an organisation.
- Good commercial judgement and the confidence to balance customer needs with business priorities.
- Knowledge of when to handle something directly and when to bring in the right person to help.
- A desire to always looking for better ways of working and helping customers get more value.
- Willingness co-locate for onboarding and collaboration purposes from time-to-time.
- An ability to excel in a remote-first environment.
- A hunger for learning and a demonstrable track record of engaging with continuous professional development or experiential learning.
- An ability to work independently, yet also team-orientated
Relationships & Reporting
- Reports to: Sales Manager
- Direct Reports: None
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