Account Manager

About Unbiased 

 

Unbiased is an AI-enabled financial advice platform, empowering people to make confident financial decisions and delivering unrivalled growth for advice firms.

With the greatest wealth transfer in history now underway, Unbiased connects people to trusted advice across pensions and retirement, inheritance planning, mortgages, accountancy, and more.

The Unbiased platform applies advanced models trained on a rich dataset of user activity to intelligently match individuals with qualified advisers, providing the easiest and most reliable way to access financial expertise.

Since 2010, Unbiased has generated over $100 billion in AUM opportunities for financial advisers, with 65% of prospects new to advice. Reaching more than 10 million consumers annually, it is the leading source of client demand in the industry.

We have big ambitions to improve how people tackle the biggest decisions, and working at Unbiased means working with smart, motivated people who believe in this. We have a fun, but in an ambitious environment where we are simply trusted to get stuff done. 

We actively encourage women to apply and bring their diverse perspectives to our team, as we believe in fostering an inclusive and empowering workplace where everyone can thrive. We are a female founded company, with a culture focused on diversity and inclusion amongst our entire team.

 

 

The Role 

We are expanding and growing at a rapid pace, so we are looking for a driven customer account manager to join our highly successful Customer Success team. If you excel at working as part of an engaged team that provides exceptional customer experiences, then we are looking for you! 

The successful candidate will support the customer success team by ensuring client relationships are nurtured and grown by driving incremental sales through a mixture of new account growth combined with the management of some existing customers. The role reports into the Account Management Team Lead. 

You will need to display both passion and knowledge when communicating with customers dealing with additional orders and if mistakes happen, you will need to resolve them as quickly as possible. 

The role carries annual targets broken down quarterly/monthly and requires high levels of opportunity and pipeline management skills. 

 

In a nutshell, you’ll be responsible for… 

• Selling against challenging, but achievable targets. 
• Growing existing client accounts and having minimal churn from sold deals. 
• Working fast and efficiently, with high levels of organisation. 
• Providing excellent customer service to give our advisers a great experience. 

 

What you'll get... 

You'll be joining at the most exciting point in the company’s history. In addition, you’ll be joining a supportive, close-knit team where you will have an opportunity to make a name for yourself and progress into a more senior role.    

 

To succeed, you’ll need… 

• Previous experience of working in a B2B sales or account management environment.  
• 2-3 years, working in a customer account management role or equivalent. 
• The ability to build close relationships quickly and develop deep levels of trust that enable you to persuade and influence decision-making. 
• To be passionately committed to going above and beyond for your customers, pulling in whatever resources you need to deliver the best experience for them. 
• The ability to learn on the job and take onboard a lot of information. 
• To be driven to work in a fast-paced, ambiguous, ever-changing start up environment, and can organise & prioritise your work independently. 

 

How we’ll take care of you:

• Investment in your Development: Alongside in-house training, you’ll be allocated £1,000 a year to invest in your career development
• Investment in your Wellbeing : Your wellbeing is a top priority for us, and you’ll be able to benefit from fully paid subscription to Calm, our favourite Wellbeing App
• Social Events: We’re a social bunch so you can expect plenty of activities based in and around our vibrant office in the heart of Farringdon
• Flexible working: we’ll work with you to find the balance of office-based work and remote working

 

The Usual Benefits:

• Holiday: you’ll be allocated plenty of holiday to ensure that you have enough time to recharge, work-life balance is super important to us here
• Flexible working: we’ll work with you to find the balance of office-based work and remote working
• Private Medical Insurance
• 2 Weeks ‘Work from Anywhere’ annually
• Cycle to work scheme

• Life insurance

 

Equal Opportunity  

The best ideas are often the least expected and require new ways of thinking; that’s why our teams at Unbiased are made up of broad range of talented people. We are proud to be an equal opportunity employer. We do not discriminate based on race, ethnicity, colour, ancestry, national origin, religion, sex, sexual orientation, gender identity, age, disability, veteran status, genetic information, marital status or any other legally protected status.

 

Data Privacy  

Personal information about unsuccessful candidates will be held for 12 months after the recruitment exercise has been completed, it will then be destroyed or deleted. We retain de-personalised statistical information about applicants to help inform our recruitment activities, but no individuals are identifiable from that data. Once a person has taken up employment with Unbiased, we will compile a file relating to their employment. The information contained in this will be kept secure and will only be used for purposes directly relevant to that person’s employment. Once their employment with Unbiased has ended, we will retain the file in accordance with the requirements of our retention schedule and then delete it.

 

Agencies  

As much as we appreciate the help, we’re using our own direct sourcing methods or we’re working with one of our carefully selected Agency Partners on this vacancy. To find out a little more about how we partner with agencies please email [email protected] FAO our Talent Manager, speculative phone calls will not be taken by our team neither will CV submissions without Unbiased or the candidates expressed consent.