In this role you will own a large portfolio of mid-market accounts, focusing on engagement, retention and long-term value. You’ll work with a contract manager on renewals while shaping how clients use Perkbox to achieve meaningful outcomes. Expect autonomy in prioritising time, tailoring approaches, and escalating when needed. You’ll act as the main relationship owner, driving adoption and advocacy while collaborating with cross-functional teams to reflect client needs.
Responsibilities
Manage a portfolio with a structured prioritisation framework tailored to each account
Monitor health indicators and act on risk signals before they escalate
Lead QBRs and engagement workshops aligned to client stage
Build multi-stakeholder relationships and develop internal champions
Partner with contract manager on renewals and expansion discussions
Track usage data to identify adoption gaps and drive remediation
Encourage client participation in advocacy programmes (case studies, references)
Maintain accurate CS tooling records for seamless handoffs and visibility
Key requirements
Experience managing a high-volume portfolio (50+ accounts) with clear prioritisation
Ability to interpret usage and health metrics and translate into actionable steps
Strong communication skills adaptable to different audiences
Proactive mindset anticipating client needs and early signals
Experience in a split commercial model with clear ownership boundaries
Proven relationship-building across accounts and identifying champions
Proficiency with CS tools such as Salesforce, Planhat, Gong or similar
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