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Customer Development Specialist
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About the Company
Our client is a large UK mobility services organisation seeking an Account Manager to drive sales growth, retention and account development across a mixed portfolio of dealer partners.
About the Role
The role has a strong commercial focus, with responsibility for identifying growth opportunities, improving account performance and building productive relationships with higher-potential and developing dealers. The successful candidate will use data, insight and CRM tools to prioritise activity, understand buying behaviour and convert opportunities into measurable results. Working closely with relationship management, growth and development colleagues, the Account Manager will lead day-to-day commercial conversations, support underperforming or inactive accounts and take clear ownership of portfolio performance.
Responsibilities
- Develop and execute sales strategies across a portfolio of large, mid-tier and developing dealer accounts.
- Prioritise higher-value and higher-potential accounts to maximise sales, retention and growth.
- Tailor engagement strategies according to customer segment, performance and commercial opportunity.
- Work closely with Relationship Managers, taking strategic direction on priority accounts while leading day-to-day commercial discussions.
- Collaborate with growth and development colleagues to improve the performance of new, reactivated or non-buying accounts.
- Use data and insight to understand why accounts are not purchasing, identify opportunities and focus activity where it will deliver the greatest return.
- Maintain a structured programme of dealer engagement through daily and weekly calls and quarterly Microsoft Teams meetings with priority accounts.
- Support face-to-face dealer meetings where required, aligned with regional priorities and higher-impact commercial opportunities.
- Plan, document and follow up all dealer interactions within the CRM system, recording clear actions and outcomes.
- Review portfolio activity regularly, including purchasing behaviour, pipeline opportunities, vehicle readiness and claims trends.
- Lead confident commercial conversations designed to influence dealer behaviour and improve performance.
- Structure working time to protect outbound sales activity and maximise growth opportunities.
- Balance portfolio engagement, follow-up activity, meetings and opportunity management through disciplined prioritisation.
- Use Salesforce as a core sales tool to maintain accurate records of contacts, decision-makers, activities and opportunities.
- Use CRM data and automated triggers to identify and engage inactive or lapsed buyers.
- Maintain high standards of CRM data quality to support forecasting, performance management and team productivity.
- Deliver against agreed KPIs covering sales growth, dealer engagement, retention, reactivation, productivity and quality.
- Use dashboards and performance data to monitor results and identify continuous improvement opportunities.
- Participate in regular performance discussions, coaching and development activities.
- Manage claims-related conversations within the assigned portfolio where required.
- Work collaboratively with claims colleagues to understand claim outcomes, evidence requirements and condition standards.
- Resolve dealer issues within established governance, processes and escalation routes.
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Required Skills
- A strong commercial and growth-focused approach to account management.
- Ability to build and manage effective dealer or customer relationships.
- Confidence in leading commercial conversations and influencing customer behaviour.
- Strong planning, prioritisation and time-management skills.
- Ability to use data and insight to identify opportunities and improve account performance.
- Experience working with CRM systems and maintaining accurate customer and opportunity data.
- Ability to work against defined sales, engagement, retention and productivity KPIs.
- Willingness to receive coaching, feedback and ongoing performance development.
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Pay range and compensation package
Salary: £39,184 per annum
Benefits
- Annual discretionary bonus.
- 15% non-contributory pension, reducing to 9% during the probation period.
- 28 days’ annual leave, with the option to buy or sell additional days.
- One paid volunteering day.
- Funded private medical insurance.
- Electric or hybrid vehicle salary sacrifice scheme.
- Cycle to Work scheme.
- Life assurance at four times basic salary.
- Funded health screening for employees aged over 50.
- Optional benefits including charitable giving, critical illness insurance, dental insurance, health and cancer screening, discounted gym memberships and season ticket loans.
- Employee discount scheme.
- Access to digital healthcare and wellbeing services.
- Generous family leave policies.
- Flexible working requests considered where operationally possible.
Equal Opportunity Statement
Applications should be submitted through the recruitment consultant’s application process. Candidates should note that an assessment centre will be held in Bristol on 20 August 2026.
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