Summary and Purpose                              

Responsible for the development of new sales opportunities, converting these to confirmed sales, managing the client through the onboarding process including the contracting process and maintaining a strong collaborative relationship with the client once on board. Liaising with colleagues across Whitespace to ensure all the Client’s ongoing transactional and strategic needs as they pertain to the Whitespace Platform.

Ensure that all internal account management processes are followed, objectives met, Key Performance Indicators managed, and results shared at appropriate forums.

Main Duties

• Actively seek and convert new business opportunities as appropriate
• Ensure the timely and successful delivery and implementation of the Whitespace Platform within insurance related organisations / new clients
• Manage the client onboarding process including the management of the Whitespace contracting process through DocuSign
• Build and maintain strong long-lasting customer relationships to ensure all client needs are met both short term transactional and longer-term strategic objectives as they pertain to the Whitespace Platform
• Work closely with the Integrations team to ensure maximisation of revenue generation can be fulfilled through additional offered services
• Organise and deliver Whitespace Platform demonstrations to prospective and existing customers
• Attend, run or assist at customer training demonstrations with other Account Managers
• Operate as the first point of contact for non-technical matters specific to your accounts
• Clearly communicate the progress of weekly/monthly/quarterly initiatives to internal and external stakeholders at relevant meetings
• Record all work using the company’s preferred CRM and DMS system
• Provide support to the Chief Platform Officer and Chief Commercial Officer as required
• Undertake full account reviews and analysis using preferred company reporting tools
• Regularly update the CRM system with latest revenue projections to support internal revenue forecasting process
• Successfully manage the end-to-end onboarding process for all new customers
• Work closely with the Support team to ensure escalated customer tickets and queries are handled quickly and effectively
• Willingness to work flexible hours at times, based on needs