Account Manager / CRM at AD Accountancy
Salford M50 3UB, , United Kingdom -
Full Time


Start Date

Immediate

Expiry Date

28 Nov, 25

Salary

26000.0

Posted On

29 Aug, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Good communication skills

Industry

Accounting

Description

ACCOUNT MANAGER / CLIENT RELATIONSHIP MANAGER

Location: Manchester (Hybrid options available)
Salary: Competitive + Benefits
At AD Accountancy, we don’t just do compliance – we build long-term partnerships with small businesses. That means our clients get more than an accountant; they get someone in their corner.
We’re looking for a proactive Account Manager / Client Relationship Manager (CRM) to own client relationships from day one. You’ll make sure clients feel supported, keep delivery on track, and spot opportunities where we can add even more value.

Responsibilities
  • Manage your own portfolio of clients as their first point of contact.
  • Handle onboarding, set expectations, and make sure clients settle in smoothly.
  • Be the link between clients and our accountants/bookkeepers – chasing info, updating clients, and keeping deadlines on track.
  • Answer day-to-day queries in plain English, keeping clients confident and informed.
  • Spot opportunities to introduce additional services (advisory, tax planning, legal, HR, funding) where clients need more support.
  • Build long-term relationships based on trust, reliability, and commercial awareness.
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