Account Manager – Client Onboarding & Support

About the role

The Portfolio Group is seeking an Account Manager to join a global software business. You will act as the first point of contact for newly‑onboarded clients, guiding them through the first 30 days of their contract and ensuring a smooth transition to the service.

Key responsibilities

• Provide excellent customer service to new and existing clients.
• Conduct proactive implementation calls, welcome clients, and assist with account set‑up.
• Manage each onboarded client for the first 30 days, recording interactions in Salesforce.
• Own service issues, log concerns in the CRM, and ensure SLA compliance.
• Deliver software demonstrations via webinar for prospects and migrating clients.
• Meet and exceed KPI targets while contributing to team goals.

Required profile

• Proven customer service experience.
• Background in outbound, telephone‑based roles.
• Strong listening and communication skills across varying technical abilities.
• Ability to thrive in a fast‑paced, change‑driven environment.
• Self‑motivated with ownership of product knowledge.

Required skills

• Salesforce

What we offer

• 25 days holiday (increasing to 27 after 2 years, 28 after 5 years).
• Private healthcare after 5 years of service.
• Referral schemes and paid birthday leave.
• Access to Health Shield and EAP services.
• Pension contribution rising to 5% after 5 years.