Account Manager – Retentions Executive
The Portfolio Group · Manchester
Job description
About the role
Our client, an industry‑leading EAP and occupational health provider, is seeking a Retentions Executive to manage a portfolio of client accounts from day one. You will be the trusted point of contact, handling operational queries, strategic service reviews and ensuring clients renew year after year while identifying genuine upsell opportunities.
Key responsibilities
- Own a portfolio of EAP clients and act as their trusted point of contact.
- Drive retention by managing renewal negotiations and meeting KPIs and SLAs.
- Ensure seamless onboarding and implementation for new clients.
- Provide consultancy, advise on product options and position as a strategic partner.
- Identify upsell opportunities and promote additional services that add value.
- Gather client feedback and relay insights to senior management.
- Support sales and bid teams while maintaining high service standards.
- Monitor renewal pipeline, flag at‑risk accounts and report weekly activity.
Required profile
- 1–3 years of experience in client retention or account management.
- Strong communication skills with the ability to adapt style to different audiences.
- High energy, driven and flexible attitude towards meeting ambitious targets.
- Ability to juggle multiple priorities and work under pressure.
What we offer
- 25 days holiday plus bank holidays, increasing with service.
- Birthday off, cash health plan, pension and life insurance.
- Contractual sick pay and private medical insurance after 5 years.
- Profit‑share scheme, seasonal bonus and on‑site gym.
- Season ticket loan, cycle‑to‑work scheme and employee assistance programme.
- Opportunities for training, development and career progression.
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Published 13 hours ago
Expires 1 week from now
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The Portfolio Group
Manchester
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