Sage
Account Manager

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Job Description
We are looking for a highly organised, diligent, and adaptable Account Manager to join our Retail Customer Success Team. The purpose of the Account Manager role is to successfully manage upsell and renewals for their allocated accounts. An Account Manager’s duties are split across several key roles: relationship management, upsell and contract management, including contract renewals. Key tasks include building quotations, negotiations and closing opportunities. The role will also include the handling of all customer-related queries via email, phone, and online conferences. An Account Manager will also maintain accurate CRM records.
Hybrid 3 days in office- Bristol
Key Responsibilities
Key accountabilities and decision ownership
- Processing customer renewals in the internal CRM and billing systems from quote to invoice and payment collection.
- Processing customer upgrades and upsell sales in the internal CRM and billing systems from quote to invoice.
- Identifying high risk customers and working on plans to retain these customers.
- Working to achieve and exceed monthly and quarterly team targets.
- Maintaining good customer relations.
- Work with Technical Account Managers to arrange Account reviews.
- Answering customers phone queries.
- Producing timely reports.
- Maintaining customer CRM records.
- Managing the customer communications and making sure all emails are responded in a timely manner.
- Call on assigned client accounts for renewals and pricing negotiations.
- Interact and build relationships with clients.
- Qualify your account base to identify opportunities to maximize uplift.
- Manage renewals pipeline with Salesforce CRM to ensure activity levels position you for success.
- Complete sales training classes on a regular basis. We are learners and we can always improve to be even more effective.
Reasons to use Rodeo
I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?
Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.
Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.
See breakdownIt searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Why you're a good match
You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.
Experience fit
Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Skills
Must have:
- Prior experience in Customer Success OR equivalent history of increasing customer satisfaction, adoption, and retention.
- Excellent communication skills, both verbal and written and highly organized.
- Experience negotiating software contracts.
- Experience managing customer accounts in ‘software as a service’ (SaaS).
- Experience with Salesforce CRM software.
- Understanding of the challenges a multi-channel retail business faces and how technology can solve.
- Ability to drive continuous value of a cloud and/or ERP solution.
- Familiarity working with clients of all sizes


Get help with your application
Your very own career expert that helps elevate your application to the next level.
At Sage, we offer you an environment where you can grow professionally without compromising your personal well-being. Our benefits package is designed to provide stability, flexibility, and balance:
Benefits? We have plenty...
- Video: https://www.youtube.com/watch?v=TCMtTYUUiuU
- Generous bonuses and pension scheme: Up to 8% matched pension contribution plus 2% top-up by Sage.
- 25 days of paid annual leave with the option to buy up to another 5 days
- 8 bank holiday days
- Paid 5 days yearly to volunteer through our Sage Foundation
- 50% income protection
- Holiday buy + sell
- Comprehensive health, dental, and vision coverage
- Work away scheme for up to 10 weeks a year
- Ongoing training and professional development
- Hybrid working
- Healthy Mind app membership
- Access to various helpful memberships for finances, health and wellbeing
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