Job description
Join the Future of Technology with ZILO™
At ZILO™, we’re redefining what’s possible in technology. ZILO™ is the UK-based FinTech specialising in global asset and wealth management software, designed to scale and transform businesses of all types using our own developed AI Technology. Our mission is to digitalise the future of the global asset management industry.
We are a team of experts with decades of combined experience at leading firms globally, who thrive in fast-paced environments and want to shape the future of technology. Every individual plays a key role in driving progress and making a real impact. We continuously strive to innovate and improve.
Why work with us? At ZILO™, you’ll be part of a dynamic and inclusive environment where creativity thrives. We offer the opportunity to work on cutting-edge technology, collaborate with talented individuals, and contribute to projects that have a real-world impact. We value continuous learning, personal growth, and providing our team with the resources they need to succeed.
Ready to shape the future? Let’s talk.
This role will require attendance at our London office 2-3 days per week.
Role Purpose
The Strategic Account Manager (SAM) is responsible for owning the post-sale commercial relationship with ZILO’s clients. They will ensure successful onboarding, adoption, renewal, and expansion of our products and solutions and are accountable for achieving revenue & other client related objectives of the firm. This role bridges customer success, sales, and product teams to maximise customer lifetime value.
Role Details
Reporting into the Chief Commercial Officer, the Strategic Account Manager will:
- Work closely with the ZILO Executive sponsor to deliver the commercial success of one or more client relationships.
- Develop a rolling multi-year account plan, and a detailed set of agreed objectives for a current year and execute against these.
- Whilst the Executive Sponsor will typically own and manage senior executive relationships, the SAM is expected to build and manage other key stakeholder relationships within a client (Sales, Project, Product, Tech, Ops etc)
- Drive product adoption and revenue growth in alignment with deal commitments and account objectives - identifying new opportunities and maximising revenue from clients across additional value-added products.
- Negotiate and close contracts, including Statements of Work, for new products and implementations, agreed with client.
- Work closely with the Client Delivery Manager to ensure delivery against client commitments. Manage client stakeholders across multiple programmes.
- Maximise account profitability by working with Delivery & Service teams to manage expenses whilst still delivering against commitments.
- Implement and manage relationship governance structure, manage key meetings, and ensure delivery against agreed actions. Including holding the client to account on their agreed actions.
- Ensure client is kept up to date at all levels on ZILO Strategy, roadmap and new products. Similarly ensure ZILO maintains an up todate view of Client’s strategy as it pertains to ZILO area of interests.
- The SAM is not a service delivery manager but needs to maintain visibility of service levels vs SLAs and all projects in flight, working with the Account Delivery Manager & Service teams to course correct if we are not delivering. Act as escalation point for service delivery issues.
- Always ensure referenceability of respective clients. Exceed target NPS scores. Deliver constant feedback into ZILO teams on Client’s product needs, relationship perception and service challenges.
- Maintain accurate and timely account data in HubSpot and ensure timely reporting of Account KPIs to Leadership.
Required Skills & Experience
5+ years in Account Management or Customer Success in SaaS/FinTech servicing financial services firms
Proven experience managing enterprise accounts
Strong commercial negotiation skills
Ability to run structured QBRs and C-suite conversations
Familiarity with HubSpot or other CRM tools
Understanding of procurement cycles in financial services
Excellent stakeholder management & communication
Enhanced leave - 38 days inclusive of 8 UK Public Holidays
Private Health Care including family cover
Life Assurance – 5x salary
Flexible working-work from home and/or in our London Office
Employee Assistance Program
Company Pension (Salary Sacrifice options available)
Access to training and development
Buy and Sell holiday scheme
The opportunity for “work from anywhere/global mobility”
