Account Manager

Account Manager

Overview:

You will be the primary commercial and relationship lead for a portfolio of mid-to-large London insurance clients using our enterprise SaaS platform. This is a mid-level individual contributor role focused on account retention, renewals, and revenue growth, working closely with Sales, Product, Implementation, and Support to deliver value and deepen client partnerships. Personal relationships and regular face-to-face engagement across London are central to success.

Responsibilities:

• Account ownership

Own a portfolio of 5 to 8 strategic accounts, maintain account plans and track health metrics.

• Retention and renewals

Drive on-time renewals, prepare renewal proposals, and proactively mitigate churn risks.

• Revenue growth

Identify, qualify and progress upsell and cross-sell opportunities in partnership with Sales; support commercial negotiations to close deals.

• Client engagement

Run quarterly business reviews, executive briefings and adoption workshops to demonstrate ROI and strengthen relationships.

• Cross-functional coordination

Act as the client advocate internally to influence product priorities, implementation timelines and support SLAs.

• Operational rigour

Keep CRM updated, maintain accurate forecasts, and produce concise account health reports.

• Escalation management

Coordinate escalations and ensure timely resolution with Support and Professional Services.

Key Requirements:

• Experience

3–6 years in B2B account management, customer success or commercial roles; SaaS experience preferred.

• Commercial skills

Proven track record managing renewals and contributing to account growth.

• Relationship skills

Exceptional interpersonal and presentation skills; comfortable engaging senior stakeholders across underwriting, broking, operations and IT.

• Attributes

Highly organised, proactive, consultative, and relationship-driven.

• Market knowledge

Familiarity with the London insurance market (insurers, Lloyd’s, brokers, MGAs) is highly desirable.

• Tools and analysis

Proficient with Hubspot, Salesforce or similar CRM, Excel/Sheets. PowerPoint and basic reporting.

Who we are

We are a fast-growing enterprise software company transforming the London insurance market through innovative, data-driven solutions. Our platform streamlines claims processes, enhances operational efficiency, and empowers insurers to deliver better outcomes 

Since our foundation, we have grown to become the beating heart of collaborative claims processing in Lloyd’s and IUA companies. We are a growing team of over 90 colleagues based in Dublin, London, and Tokyo. 

Here’s what we have to offer: 

DOCOsoft aspires to be a market leader in the technology sector, and we are always looking for new ways to approach projects or improve existing content. We look to hire people that will help us achieve this with hard work, enthusiasm and an expression of their own ideas.  

We offer our people the opportunity to impact our growing business- everyone’s contribution matters! A team environment that is focused on the creation and delivery of great products for our clients.  Exciting challenges to grow and enhance their skills and a competitive pay and benefits package including; 

• 25 days Annual Leave, 
• Private pension, 
• Bonus scheme, 
• Private health, 
• Life assurance.  

Equal Opportunity Employer: 

DOCOsoft is committed to building an inclusive and diverse team that represents a variety of backgrounds, experiences and perspectives. We welcome applications from all suitably qualified candidates, and do not discriminate on the grounds of race, religion, gender, marital or family status, age, disability, sexual orientation, membership of the travelling community or any other basis as protected by applicable law. Should you require reasonable accommodations during any stage of the recruitment process, please let us know.