Account Manager

Money stress is the biggest productivity killer in the workplace - My Money Matters exists to change that. We're building an app that improves employees' finances automatically every pay day - giving them financial tools that directly improve their financial health with less effort.

Every pay day is an opportunity to build better money habits. We make it easy. Employees can accelerate retirement savings with tax-efficient pension top-ups, build a safety net effortlessly with auto savings, or access their already-earned salary ahead of pay day for emergencies.

For employers, fewer employees with money worries means more focus on work. We're trusted by major organisations including the NHS, and we're growing fast.

As an Account Manager, you own the growth of a portfolio of Tier 1 and Tier 2 public sector employers. Your priority is expanding what each customer takes from My Money Matters, and converting single-product renewals into platform renewals.

Many of our customers start with one product, most often shared-cost AVCs (SCAVCs). Your job is to bring them onto the full platform, including on-demand pay and Auto Savings, and to grow the number of employees using it. Because we earn when employees use the service, adoption is growth.

Retention is the foundation, but success is measured by growth: more products per employer, more employees engaged, and renewals that land on broader platform agreements. This is a commercially-led, target-carrying role.

The role is hybrid (1-2 days per week in our London office), with occasional travel for customer meetings, engagement events and strategic sessions.

Key Responsibilities

Growth & Expansion

Own and deliver an expansion target across your portfolio

Build an account plan for each customer, mapping current products, whitespace and the route to the full platform

Take expansion from discovery through business case, proposal and close, positioning on-demand pay, Auto Savings and new products

Drive employee take-up with each employer, since usage is what turns contracts into revenue

Keep CRM, pipeline and forecasts accurate

Platform Renewal Conversion

Own renewal outcomes for your portfolio, with the aim of converting single-product renewals into platform renewals

Start renewal planning 9–12 months ahead of contract end, so value delivered and the platform case are evidenced well before any formal window

Negotiate scope, pricing and contract length, and close

Read public sector procurement and contractual constraints (framework terms, call-off and extension options, modification thresholds) and use them to shape the timing and route of each conversion

Retention & Account Health

Protect existing revenue with an evidence-based view of account health, spotting risk early

Handle commercial risk with confidence, including insourcing, budget scrutiny and competitor comparison

Act as the escalation point for complex account issues

Senior Stakeholder Engagement

Build direct relationships with budget holders across HR, Payroll, Pensions, Finance and the executive team, never relying on a single contact

Turn platform data (take-up, employee outcomes, cost savings) into a commercial story that lands at C-level

Represent MMM credibly as the primary commercial contact in high-stakes conversations

Cross-Functional Collaboration

Sales and Launch: take a smooth handover from Sales and the Launch team, who bridge the gap from contract to go-live, so you pick up a live, well-understood account ready to grow

Marketing: employee engagement campaigns and customer case studies

Product: feedback customer insight and pilot new products with your accounts

Be the voice of the customer internally and share best practice with the wider team

How Success Is Measured

Growth measures come first; retention is the baseline you protect.

Measure

What it shows

Net revenue retention

Portfolio revenue growth after churn and contraction

Expansion revenue vs target

New revenue closed from existing accounts

Platform conversion rate

Share of renewals converted to platform agreements

Employee take-up

Share of eligible employees using each product

Gross revenue retention

Revenue kept, before expansion

Skills & Competencies

Core Skills

Strong commercial acumen: spots opportunity, builds the business case, negotiates and closes

Consultative and growth-minded, positioning a multi-product solution against customer needs

Influences and holds relationships at C-level and senior budget-holder level

Translates product capability into commercial language for a senior, non-technical audience

Organised, self-directed and data-literate, running a portfolio pipeline without close supervision

Experience & Background

Proven track record of hitting expansion, upsell or cross-sell targets in an account management or similar commercial role

Experience owning renewals, ideally moving customers onto broader or multi-product agreements

Experience managing relationships with C-level or senior budget-holder stakeholders

Experience working with a high degree of autonomy against commercial targets

Experience with complex, regulated or public sector organisations is advantageous but not essential

Experience in a high-growth SaaS business, ideally in an adjacent sector (HR, benefits, payroll, financial wellbeing, finance)

What the Role Is Not

A reactive support role

An onboarding or implementation position

A renewals admin role: the job is to grow contracts, not roll them over

A new business role: your growth comes from your existing portfolio

This role suits someone who wants direct commercial ownership of a portfolio and is motivated by growing it, as comfortable negotiating a platform renewal in the boardroom as they are building the account plan that gets it there.

Our Recruitment Process

Stage 1 | People & Culture Call – An initial conversation about your experience, motivations and what you’re looking for in your next role.

Stage 2 | Hiring Manager Interview – A 60-minute interview with the Hiring Manager to explore your experience in more detail, your approach to the role and give you the opportunity to learn more about the team and what we’re building.

Stage 3 | Practical Exercise – A final-stage practical exercise designed to give you the opportunity to demonstrate how you would approach some of the key areas of the role. You’ll be provided with a briefing and any relevant context in advance so you have time to prepare.

Benefits

• 🇬🇧 Remote working within the UK
• Work remotely from anywhere in the UK, giving you flexibility to work where you perform at your best.

• 🖥️ Home office budget
• Receive a £200 annual budget to help you set up and improve your home working space.

• 🌴 Annual leave
• 25 days’ annual leave, increasing with tenure, plus the option to purchase up to 5 additional days each year.

• 🎂 Birthday off
• Take your birthday off, because everyone deserves time to celebrate properly.

• 🤝 Collaborative team bonus
• For non-commission roles, you’ll be part of our collaborative team bonus scheme, recognising shared success across the business.

• 💰 Pension scheme
• Access to our pension scheme.

• ✨ Perkbox salary sacrifice schemes
• Access salary sacrifice schemes through Perkbox, including car leasing, gym memberships and tech purchases.

• 🩺 Medical cashback scheme
• Helping with everyday healthcare costs.

• 👶 Enhanced parental leave
• Support during important life moments.

• 🎉 Team connection
• Regular opportunities to connect as a team, including our annual Summer Conference.