Account Manager

About Proactis

Proactis Ltd is a global software company that provides cloud-based Source-to-Pay (S2P) procurement and spend management solutions through a Software-as-a-Service (SaaS) model. Its platform enables organisations to digitally manage and automate the entire procurement lifecycle, including supplier sourcing, tendering, purchasing, invoice processing, and payment, within a single integrated system. By centralising procurement and finance activities, Proactis helps organisations improve operational efficiency, strengthen financial control, ensure compliance, and gain greater visibility over organisational expenditure. The SaaS delivery model allows customers to securely access the system via the cloud, reducing the need for internal IT infrastructure while benefiting from scalability and regular updates. Proactis primarily serves service-led and regulated sectors, including public sector bodies, housing associations, financial services, education, and professional services, where effective spend control, transparency, and supplier management are essential. Its solutions support organisations in modernising procurement processes, reducing administrative burden, improving accuracy, and enabling more informed, strategic financial and procurement decision-making.

Job Purpose

Account Manager at Proactis Ltd is responsible for managing and growing a portfolio of existing customer accounts across the company’s procurement SaaS portfolio. This role is central to driving net revenue retention, deepening strategic relationships, and identifying and executing expansion opportunities within the existing client base. Working closely with Customer Success, Sales and Professional Services teams, the Account Manager serves as the primary commercial point of contact for a defined set of accounts — responsible for both protecting and growing account value. The role requires strong commercial acumen, executive-level stakeholder management, and the ability to translate customer objectives into tailored Proactis solutions. The Account Manager will own the commercial relationship across their portfolio, including account planning, executive business reviews, expansion pipeline development, and contract growth. Working proactively, they will understand customer goals, position the full breadth of the Proactis platform, and partner with internal teams to ensure ongoing value delivery and satisfaction. Success in this role demands a consultative, growth-oriented mindset, deep product knowledge, and the ability to manage complex strategic accounts in a competitive SaaS environment.

Key Responsibilities

• Own a defined portfolio of strategic Proactis accounts, serving as the primary point of contact and trusted advisor for key decision-makers across procurement, finance, and IT
• Build and maintain multi-threaded executive relationships across assigned accounts, conducting regular Executive Business Reviews (EBRs) and strategic account planning sessions aligned to customer objectives and growth whitespace
• Act as the primary escalation point for commercial issues within assigned accounts, coordinating with Customer Success, Product, Professional Services and Support to drive swift resolution and protect account health. required approvals, negotiate commercial terms within agreed guardrails, ensuring timely signature.
• Develop and manage an expansion pipeline across assigned accounts, identifying upsell opportunities (additional modules, users, services) and cross-sell motions across the Proactis product suite
• Lead commercial conversations with senior stakeholders, building compelling business cases and ROI narratives that support expansion investment decisions
• Own expansion forecasting for portfolio, reporting accurately to leadership;
• Drive and own renewal conversations for assigned account portfolio, including multi-year deal structuring and price uplifts.

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