Account Manager

This position is now filled

Job Title : Account Manager

Reports To : Head of Account Manager

Team Name : Business Development


The provision of account management services to Trace Solutions’ clients is a vital role supporting the continued financial success of the company. Ultimately, the account manager is responsible for the commercial relationship with clients including maximising revenue opportunities and ensuring client retention. Associated marketing activities and the manner in which clients are dealt with plays a key role in the portrayal of the company’s image to the outside world.

Key Objectives

  • To identify revenue opportunities and maximise software sales and services opportunities within our existing customer base
  • Working with the Head of Account Management to achieve the sales targets as set out in the annual business plan
  • To build strategic relationships that make it difficult for competitors to break into the account
  • To carry out proactive Account Management for nominated customers
  • Maximise customer satisfaction

Further Objectives

  • To support the activities detailed in the Account Management Strategy document
  • To both implement and conform to standards and procedures set within the team and wider company and take an active part in quality initiatives


  • To act as the clients’ main point of contact for all commercial issues
  • To organize and lead account management meetings at the offices of Trace Solutions but also at client sites
  • throughout the UK and internationally for which business expenses will be reimbursed
  • To know and understand all Trace solutions software and service offerings
  • To be able to demonstrate all Trace Solutions software to an appropriate level and describe service offerings
  • To sell company products at current list prices unless authorised by a director
  • Respond to all client requests in a timely, competent and professional manner
  • Escalate instances of serious client dissatisfaction to the appropriate authority and monitor resolution
  • Participate in user and advisory group meetings
  • To conform to established standards, procedures and controls and implementing continuous quality improvement
  • To ensure timely and accurate recording of time sheets
  • To ensure timely and accurate processing of client invoicing and billing related matters
  • To ensure the protection of the company interests through the appropriate use of formal communication with clients and suppliers
  • To conduct oneself at all times in a manner that reflects the Trace Solutions values as defined in the business plan and Trace Group Staff Handbook
  • Any other appropriate ad-hoc duties assigned from time to time by the Head of Account Management pursuant to meeting company objectives

Business Skills

  • Sufficient property and accounting knowledge to be credible with any member of staff or customer about relevant business issues.
  • Anticipate and understand customer needs and process in order to spot sales opportunities
  • An understanding of corporate accounting and double entry accounting
  • Knowledge of how Tramps, BlueBox or o6ix, or similar competitor products, are applied at customer sites

Technical Skills

  • A good working knowledge of MS Office
  • A good working knowledge of the Trace Solutions product suite


  • Good oral and written communication
  • Helpful, understanding and supportive of colleagues and customers
  • Able to work well within a team
  • Displays effort and application in achieving results, high level of initiative and productivity
  • Ability to work under pressure, prioritise and meet agreed deadlines
  • Able to communicate professionally, competently and confidently to clients and colleagues in a timely manner
  • To be available to travel nationally and on occasion internationally. To stay overnight if the situation requires
  • demonstrates common sense
  • Dresses appropriately in all circumstances
  • Work area is kept clean and tidy

Task Management

  • Awareness of all relevant issues and their priorities
  • Good planning, scheduling, monitoring and reporting skills
  • Rational and logical decision making ability
  • Awareness of need to continuously improve quality and ensure that all aspects of work are completed to a high standard

Click through to read more about our property management software and our company.

To apply for this job, please email your CV and a covering letter to Dianne Darling, Head of Account Management.