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The New Business Account Manager plays a critical role in onboarding and managing new accounts during their first four weeks with the business, ensuring a seamless transition and strong early engagement. The role also focuses on reactivating lapsed accounts, driving revenue growth, and establishing trusted relationships from the outset. Success in this position requires a proactive, commercially minded approach to client engagement, identifying opportunities for upsell and cross-sell, and delivering an exceptional onboarding experience that lays the foundation for long-term retention.
Job Responsibility:
Deliver a smooth and effective onboarding experience for all new accounts within the first four weeks
Identify and convert upsell and cross-sell opportunities during the onboarding period
Consistently achieve or exceed monthly and quarterly revenue targets
Meet call quality standards and business KPIs
Identify lapsed accounts and implement strategies to win back business
Reintroduce phs products and services through tailored engagement plans
Track, analyse, and report on recovery performance and success rates
Build strong, trust-based relationships with key stakeholders from day one
Maintain effective diary management and regular communication with clients
Deliver a high-quality onboarding experience that supports long-term client success
Monitor account health throughout the onboarding period and address risks proactively
Reduce churn through timely intervention and enhanced client experience
Maintain consistent communication to reinforce value and support
Work closely with the Team Leader and internal departments to ensure a smooth onboarding journey
Pass qualified prospects and leads to the appropriate Field Sales Consultant when required
Use the CRM system to accurately record, manage, and progress opportunities
Forecast revenue effectively and deliver against agreed targets
Requirements:
Clear, confident, and professional telephone manner
Strong ability to identify customer needs and sales opportunities
Proven upselling and cross-selling capability
Effective active listening and questioning techniques
Skilled in objection handling and negotiation
Ability to build rapport and trust quickly
Strong time management and prioritisation skills
Proficient in CRM systems and general IT tools
Previous telesales or call centre experience
Demonstrated success in achieving KPIs and sales targets
Experience in building and maintaining client relationships
Competent user of CRM systems (preferably Salesforce/SFDC)
High energy, pace, and enthusiasm
Results-driven and motivated by achieving success
Thrives in a fast-paced, demanding sales environment
Maintains high professional and personal standards
Decisive, resilient, and solutions-focused
Effective both independently and as part of a team
Comfortable challenging constructively and contributing ideas
What we offer:
A basic salary of £26,000.00 plus OTE
A full-time permanent role. Monday -Friday
We offer accredited ILM Training in house and external training
Ongoing career and development opportunities
Access to Digital GP for you and your family
Over £1000 worth of savings and discounts at Supermarkets and High Street stores with PHS Perks