Senior Account Manager

h2 Recruit • United Kingdom
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AI Summary

Join a high-growth SaaS business as a Senior Account Manager to drive retention, upsell, and cross-sell opportunities for financial services clients. Manage a significant portfolio of accounts and build strategic relationships with senior stakeholders. Leverage AI and data tools to prioritize revenue opportunities.

Key Highlights
Manage a significant portfolio of financial services clients
Build and maintain strategic relationships with senior client stakeholders
Leverage AI and data tools to prioritize revenue opportunities
Key Responsibilities
Own and grow a significant book of business – driving retention, managing renewals, and identifying expansion opportunities
Build and maintain strategic relationships with senior client stakeholders, including investment professionals at C-suite and partner level
Deliver regular business reviews and consultative conversations that demonstrate platform value and surface commercial opportunities
Technical Skills Required
Account Management Data Intelligence Financial Services
Benefits & Perks
Base salary of £80,000–£100,000
OTE in the range of £125,000–£150,000
Uncapped commission structure

Job Description


A fantastic opportunity to join a high-growth, profitable SaaS business at an exciting stage of its development. Our client is a well-established data and intelligence platform used by some of the world's leading investment professionals. With a strong and growing client base built on product excellence, the business is now expanding its commercial team and looking to bring in an experienced Account Manager to take ownership of a significant portfolio of accounts.


The Role:

As Senior Account Manager, you will take full commercial ownership of a substantial portfolio of financial services clients. Working closely with senior leadership, you will be responsible for driving retention, identifying upsell and cross-sell opportunities, and managing strategic relationships with senior stakeholders across the investment community. This is a high-impact role with a real opportunity to shape the post-sales function and make your mark at a business that is scaling quickly.


  • Own and grow a significant book of business – driving retention, managing renewals, and identifying expansion opportunities
  • Build and maintain strategic relationships with senior client stakeholders, including investment professionals at C-suite and partner level
  • Deliver regular business reviews and consultative conversations that demonstrate platform value and surface commercial opportunities
  • Execute a full 360° account management motion across upsell, cross-sell and renewals with an attractive, uncapped commission structure
  • Leverage AI and data tools to manage a large account portfolio efficiently and prioritise revenue opportunities
  • Contribute to the development of scalable account management processes and best practices


The Candidate:

You will have 2–5 years of experience in B2B SaaS Account Management with a demonstrable track record of hitting quota and managing accounts at meaningful contract values. Experience at a startup or scale-up is strongly preferred, along with the ability to operate independently and build relationships at a senior level. A background in or exposure to financial services clients is an advantage.


  • 2–5 years in B2B SaaS Account Management with ownership of retention and upsell targets
  • Proven track record managing a high volume of accounts with strong ACV
  • Experience working in a startup or early-stage scale-up environment (up to Series B)
  • Polished communicator with the confidence to engage senior professionals
  • Commercially driven with a proactive, ownership mindset
  • Comfortable using AI tools to drive productivity and prioritisation
  • Based in London and able to work from the office on a full-time basis


The Package:

On offer is a base salary of £80,000–£100,000 with an OTE in the range of £125,000–£150,000 for strong performers, structured through an uncapped commission model. The business is profitable and growing, with a collaborative and high-performing culture. Visa sponsorship may be available for the right candidate.


h2 currently have over 100 handpicked sales vacancies that cover all industries and all levels. For further career advice please don’t hesitate in making contact with the Sales Recruitment Specialists.


Key Words

Account Manager, Senior Account Manager, SaaS Account Manager, B2B SaaS, Financial Services, Data Intelligence, Investment, FinTech, Data Platform, Retention, Upsell, Cross-Sell, Expansion Revenue, Renewals, Quarterly Business Reviews, QBR, Portfolio Management, Post-Sales, Customer Success, Revenue Expansion, Startup, Scale-Up, London, AI-driven, Commission, OTE, Account Management, PE, VC,


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