Account Manager

Reporting to (job title): Account Director
Objective of role:
• Effectively manage a portfolio of accounts to secure renewals and to grow the value secured from the accounts.
• Work with the Business Development Director to develop and implement a set of bespoke plans to ensure we maximise engagement from and deliver value to those accounts identified within the portfolio.
• To build relationships at various levels within our accounts with a particular focus on ‘internal’ account managers and senior executives.
• Working with the Business Development Director, to sell Commercial partnerships into the portfolio of accounts.
• To ensure all data and insight is effectively gathered and recorded in the CRM such that colleagues are all fully briefed on the interests and activities of accounts.
• To act as a champion for the portfolio of accounts in TheCityUK and with key stakeholders ensuring the members interests are well represented.
• Establish the profile of TheCityUK as a ‘best in class’ account and relationship management business.
Direct Reports: None

Key Activities & Responsibilities

Key account planning and management

  • Gather information and insight for each of the allocated accounts into key account reports and onto the CRM.
  • Build specific plans for agreed accounts to include objectives and milestones for the account.
  • Implement the key account strategy including creation of a stakeholder map and contact strategy for those accounts identified.
  • Meet targets for member retention in the allocated portfolio.
  • Meet targets for upselling products and services to the allocated portfolio.
  • As a member of TheCityUK’s Business Development team, ensure the account management fulfils the objectives set out in the strategy and business plan.
  • Ensure the on-going gathering and communication of insights from key accounts to drive a better understanding their needs.
  • Produce regular and clear management reports on the main activity across accounts with an emphasis on the renewal process.
  • Wherever possible, ensure that we report the value of engagement to our key accounts.

Relationship management

  • In addition to building relationships within key accounts, develop and manage internal relationships at TheCityUK to ensure the appropriate resource is available for key account activity and all relationships are effectively managed.
  • Build relationships with key third parties and stakeholders including members such as trade bodies who can be influential in delivering the commercial and strategic objectives of TheCityUK.

Creating value and business development

  • Working with the Business Development Director, to add value to our proposition by identifying member value and delivering against it.
  • To work with the Business Development Director to identify opportunities to grow the offering through either extending the current activities or considering new business opportunities.


  • To contribute to and be an advocate of best in class account management practice throughout the business.
  • To have a comprehensive and up to date knowledge of TheCityUK’s business and activities.
  • Assess workload and priorities to ensure we maintain focus on the priority objectives.
  • To be an advocate of the industry and the work of TheCityUK.
  • Undertake any other duties which may reasonably be requested and are commensurate with the post.

Key Relationships & Interfaces

• TheCityUK’s CEO and Business Development Director.
• TheCityUK’s leadership team and colleagues.
• Advisory Council members.
• Board of Directors members.
• Chair and members of TheCityUK’s key committees.

• Key contacts within member organisations and representatives.
• Key industry bodies and individuals.
• UKTI, FCO and other Government departments.
• Other external influencers as appropriate to develop TheCityUK’s commercial proposition.

Person Specification

  • Proven expertise in an account management role ideally in financial services and/or trade body organisations.
  • Commercial focus – proven experience of growing accounts and identifying new business opportunities.
  • Good relationship building and interpersonal skills - this role is working within the highest levels of Financial Services.
  • A robust and up-to-date understanding of the wider financial services industry including the key issues affecting member’s businesses across market issues, regulation and politics.
  • Strong communication and written skills.
  • Degree desirable.
  • Experience of working in a matrix environment, with developed processes to manage own activity.

About TheCityUK                                                               

TheCityUK is the industry-led body representing UK-based financial and related professional services. In our 10th anniversary year, we continue to champion and support the success of the ecosystem, and thereby our members, promoting policies in the UK, across Europe and internationally that drive competitiveness, support job creation and ensure long-term economic growth. The industry contributes over 10% of the UK’s total economic output and employs more than 2.3 million people, with two thirds of these jobs outside London. It is the largest tax payer, the biggest exporting industry, generates a trade surplus almost equivalent to all other net exporting industries combined. It also makes a real difference to people in their daily lives, helping them save for the future, buy a home, invest in a business and protect and manage risk. @TheCityUK.

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