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retentions account manager
Gibson Search
Finance Manager
Gibson Search Wallingford, Oxfordshire
Finance Manager - Newly Created Leadership Role This newly created Finance Manager position offers the chance to take full ownership of the company's financial operations and shape long-term financial strategy. It's a hands-on, office based role for a qualified finance professional with strong manufacturing or construction experience, confident in balancing day-to-day control with strategic insight. As Finance Manager, you'll be central to driving sustainable growth, strengthening financial processes, and acting as a trusted advisor to senior leadership. Key Responsibilities of the Finance Manager: Project & Construction Finance: Working closely with project managers, estimators, and commercial teams to oversee: Project profitability tracking and cost-to-cost forecasting Project valuations and applications for payment Tendering and bidding with accurate cost analysis Fully responsible for: Retentions management and recovery Contractual payment mechanisms (including MCD and similar frameworks ) Strategic Finance Evaluate investments, capital expenditure, and asset management Advise on borrowing, financing options, and lender relationships Support growth initiatives with robust financial modelling Financial Operations Lead bookkeeping, ledgers, and monthly/annual reporting Manage cashflow forecasting, working capital, and liquidity Develop and control budgets across departments and projects Oversee procurement and purchasing to reduce material and overhead costs Produce management accounts, cost reports, and financial KPIs What You Bring as Finance Manager Experience & Capability Proven experience as a Finance Manager or senior finance lead Strong background in manufacturing or contracting finance Deep knowledge of bookkeeping, cashflow, and budget management Solid understanding of construction finance: valuations, bidding, retentions, payment cycles Experience advising on investments, borrowing, and financial strategy High levels of accuracy, integrity, and commercial awareness Desirable Professional accounting qualification (ACA, ACCA, CIMA or equivalent) Experience in specialist construction or craft-led sectors Strong financial modelling and forecasting skills Understanding of M&A activity Experience implementing share ownership schemes Ways of Working Skilled at improving efficiency through strong processes, controls, and governance Confident ensuring compliance with accounting standards, tax, and regulatory requirements Experience integrating financial systems with operational platforms (e.g., Simpro, Procore) Comfortable liaising with external accountants, auditors, banks, and advisors Personal Attributes Strategic thinker with a practical, hands-on approach Clear, confident communicator able to advise at director level Organised, proactive, and commercially minded Values-driven, committed to quality and long-term legacy Due to the nature of the role, it is office based, therefore you will need to live within a daily commutable distance, using your own transport. Only those who fulfill the specified criteria will be considered. If you have not received a response within 5 working days, then you have not been successful on this occasion. Gibson Search acting as an Employment Agency.
Apr 02, 2026
Full time
Finance Manager - Newly Created Leadership Role This newly created Finance Manager position offers the chance to take full ownership of the company's financial operations and shape long-term financial strategy. It's a hands-on, office based role for a qualified finance professional with strong manufacturing or construction experience, confident in balancing day-to-day control with strategic insight. As Finance Manager, you'll be central to driving sustainable growth, strengthening financial processes, and acting as a trusted advisor to senior leadership. Key Responsibilities of the Finance Manager: Project & Construction Finance: Working closely with project managers, estimators, and commercial teams to oversee: Project profitability tracking and cost-to-cost forecasting Project valuations and applications for payment Tendering and bidding with accurate cost analysis Fully responsible for: Retentions management and recovery Contractual payment mechanisms (including MCD and similar frameworks ) Strategic Finance Evaluate investments, capital expenditure, and asset management Advise on borrowing, financing options, and lender relationships Support growth initiatives with robust financial modelling Financial Operations Lead bookkeeping, ledgers, and monthly/annual reporting Manage cashflow forecasting, working capital, and liquidity Develop and control budgets across departments and projects Oversee procurement and purchasing to reduce material and overhead costs Produce management accounts, cost reports, and financial KPIs What You Bring as Finance Manager Experience & Capability Proven experience as a Finance Manager or senior finance lead Strong background in manufacturing or contracting finance Deep knowledge of bookkeeping, cashflow, and budget management Solid understanding of construction finance: valuations, bidding, retentions, payment cycles Experience advising on investments, borrowing, and financial strategy High levels of accuracy, integrity, and commercial awareness Desirable Professional accounting qualification (ACA, ACCA, CIMA or equivalent) Experience in specialist construction or craft-led sectors Strong financial modelling and forecasting skills Understanding of M&A activity Experience implementing share ownership schemes Ways of Working Skilled at improving efficiency through strong processes, controls, and governance Confident ensuring compliance with accounting standards, tax, and regulatory requirements Experience integrating financial systems with operational platforms (e.g., Simpro, Procore) Comfortable liaising with external accountants, auditors, banks, and advisors Personal Attributes Strategic thinker with a practical, hands-on approach Clear, confident communicator able to advise at director level Organised, proactive, and commercially minded Values-driven, committed to quality and long-term legacy Due to the nature of the role, it is office based, therefore you will need to live within a daily commutable distance, using your own transport. Only those who fulfill the specified criteria will be considered. If you have not received a response within 5 working days, then you have not been successful on this occasion. Gibson Search acting as an Employment Agency.
Tate
Account Manager - Customer Retentions
Tate Hatfield, Hertfordshire
Account Manager - 12 Month Fixed-Term Contract in Hatfield, Hertfordshire Are you passionate about building strong business relationships and delivering exceptional customer experiences? We're looking for an Account Manager to join a dynamic team in Hatfield on a 12 month fixed-term contract , starting as soon as possible. This role is all about ensuring valued customers receive outstanding service, regular engagement and tailored support that drives satisfaction and long-term retention. Why You'll Love This Role As an Account Manager, you'll be reactive and proactive as the go-to person for existing customers, helping them unlock the full potential of services on offer. Your proactive approach will ensure they feel supported, informed and included at every stage of their journey. You will be working alongside another Account Manager and be part of a wider team of 10 in the business. You'll be based in a modern Hatfield office, with occasional travel across Hertfordshire for networking events and customer meetings. A car driver is essential and it would help if you could be flexible with occasional early starts for events. What We're Looking For Proven experience in B2B customer engagement, whether in sales, service or account management. A professional, confident approach to conversations at all levels. Strong communication and relationship-building skills. A proactive mindset and ability to spot opportunities for growth. Familiar with working to KPI metrics. What You'll Be Doing Engaging with customers daily, offering advice and opportunities, booking service reviews and gathering feedback. Managing renewals and identifying opportunities for upgrades. Up-selling additional services to generate revenue. Maintaining accurate records in the CRM system and setting up new accounts. Supporting at events and with projects. Location: Hatfield office with free parking. Benefits 25 days annual leave + bank holidays. Pension scheme with 5% employer contribution. Private health insurance after 6 months Bright, contemporary office with kitchen facilities and rest areas. Commission on up-sells. Please discuss the salary in person with Tate This is a fantastic opportunity for someone who loves connecting with people, enjoys variety in their work and who wants to make a real impact on customer satisfaction and retention in a collaborative team environment. Please use your CV through the APPLY button. Tate will call to discuss the opportunity in more detail with shortlisted candidates. Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
Mar 18, 2026
Contractor
Account Manager - 12 Month Fixed-Term Contract in Hatfield, Hertfordshire Are you passionate about building strong business relationships and delivering exceptional customer experiences? We're looking for an Account Manager to join a dynamic team in Hatfield on a 12 month fixed-term contract , starting as soon as possible. This role is all about ensuring valued customers receive outstanding service, regular engagement and tailored support that drives satisfaction and long-term retention. Why You'll Love This Role As an Account Manager, you'll be reactive and proactive as the go-to person for existing customers, helping them unlock the full potential of services on offer. Your proactive approach will ensure they feel supported, informed and included at every stage of their journey. You will be working alongside another Account Manager and be part of a wider team of 10 in the business. You'll be based in a modern Hatfield office, with occasional travel across Hertfordshire for networking events and customer meetings. A car driver is essential and it would help if you could be flexible with occasional early starts for events. What We're Looking For Proven experience in B2B customer engagement, whether in sales, service or account management. A professional, confident approach to conversations at all levels. Strong communication and relationship-building skills. A proactive mindset and ability to spot opportunities for growth. Familiar with working to KPI metrics. What You'll Be Doing Engaging with customers daily, offering advice and opportunities, booking service reviews and gathering feedback. Managing renewals and identifying opportunities for upgrades. Up-selling additional services to generate revenue. Maintaining accurate records in the CRM system and setting up new accounts. Supporting at events and with projects. Location: Hatfield office with free parking. Benefits 25 days annual leave + bank holidays. Pension scheme with 5% employer contribution. Private health insurance after 6 months Bright, contemporary office with kitchen facilities and rest areas. Commission on up-sells. Please discuss the salary in person with Tate This is a fantastic opportunity for someone who loves connecting with people, enjoys variety in their work and who wants to make a real impact on customer satisfaction and retention in a collaborative team environment. Please use your CV through the APPLY button. Tate will call to discuss the opportunity in more detail with shortlisted candidates. Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
The Portfolio Group
Corporate Retentions specialist
The Portfolio Group City, Manchester
Portfolio are proud to represent our client, a Global Software company in their serach for a Retentions Specialist. Contract renewals are the main focus of this role, you will have experience in negotiating contracts, having difficult conversations, objection handling, getting clients re-invested and re-engaged and ultimately retaining the business. You will get commission for every successful renewal as well as good progression pathways. If you come from an Account Manager, recruitment or sales background and are looking for a new challenge, apply today and we'll be in touch! Day-to-day responsibilities include but are not limited to the below: Meet and exceed all monthly Save Rate targets Meet and exceed all individual KPIs Record information accurately in CRM Report on own performance weekly/ monthly/ quarterly to the Head of Retention and Customer Solutions Identify opportunities to increase contract value by discussing additional products, services and software over usage, focussing on the needs of businesses and driving product usage and engagement Work with the finance and credit control departments to retain clients experiencing financial hardship Work with the customer service team to re-engage dissatisfied clients following service issues with a view to establishing long term business relationships and customer loyalty Generate new business opportunities via referrals from existing client base or networking Maintain and improve client sentiment and online reputation by always providing a super service Take ownership of own product knowledge ensuring you are an expert in all things Bright Key requirements Required skills and experience Must have exceptional customer service skills Must have a proven record of retaining lost clients through negotiation and excellent customer service in a B2B environment Must be able to communicate with internal stakeholders at all levels Ability to work in a fast-paced environment Adaptable to change and willing to bring forward ideas to shape the future of the role Benefits Enhanced holidays - 25 days increasing to 27 after 2 years' service and 28 after 5 years' service (22 Days for Field Sales) Private health care cover after 5 years' service New business referral scheme Access to Health Shield Access to the EAP service Refer a friend scheme Paid birthday leave Pension scheme contribution increasing to 5% after 5 years' service and again to 7% after 7 years' service Group life insurance Eye care contribution Free fruit (office-based staff) Travel Season Ticket loan scheme Milestone recognition Discounted products - Manchester City centre parking (AO Arena) / First Bus Travel Club Membership / Microsoft Home User programme / Anglian Home Improvements Pace health Club (situated in the park Inn) discounted gym membership and spa treatments Park Inn 20% off food and drink New Century food and drink discount Revolution De Cuba food and drink discount Cycle 2 Work scheme after probationary period Free On site Gym Bright Exchange perks INDMANJ 50538LF Portfolio Payroll Ltd is acting as an Employment Agency in relation to this vacancy.
Mar 11, 2026
Full time
Portfolio are proud to represent our client, a Global Software company in their serach for a Retentions Specialist. Contract renewals are the main focus of this role, you will have experience in negotiating contracts, having difficult conversations, objection handling, getting clients re-invested and re-engaged and ultimately retaining the business. You will get commission for every successful renewal as well as good progression pathways. If you come from an Account Manager, recruitment or sales background and are looking for a new challenge, apply today and we'll be in touch! Day-to-day responsibilities include but are not limited to the below: Meet and exceed all monthly Save Rate targets Meet and exceed all individual KPIs Record information accurately in CRM Report on own performance weekly/ monthly/ quarterly to the Head of Retention and Customer Solutions Identify opportunities to increase contract value by discussing additional products, services and software over usage, focussing on the needs of businesses and driving product usage and engagement Work with the finance and credit control departments to retain clients experiencing financial hardship Work with the customer service team to re-engage dissatisfied clients following service issues with a view to establishing long term business relationships and customer loyalty Generate new business opportunities via referrals from existing client base or networking Maintain and improve client sentiment and online reputation by always providing a super service Take ownership of own product knowledge ensuring you are an expert in all things Bright Key requirements Required skills and experience Must have exceptional customer service skills Must have a proven record of retaining lost clients through negotiation and excellent customer service in a B2B environment Must be able to communicate with internal stakeholders at all levels Ability to work in a fast-paced environment Adaptable to change and willing to bring forward ideas to shape the future of the role Benefits Enhanced holidays - 25 days increasing to 27 after 2 years' service and 28 after 5 years' service (22 Days for Field Sales) Private health care cover after 5 years' service New business referral scheme Access to Health Shield Access to the EAP service Refer a friend scheme Paid birthday leave Pension scheme contribution increasing to 5% after 5 years' service and again to 7% after 7 years' service Group life insurance Eye care contribution Free fruit (office-based staff) Travel Season Ticket loan scheme Milestone recognition Discounted products - Manchester City centre parking (AO Arena) / First Bus Travel Club Membership / Microsoft Home User programme / Anglian Home Improvements Pace health Club (situated in the park Inn) discounted gym membership and spa treatments Park Inn 20% off food and drink New Century food and drink discount Revolution De Cuba food and drink discount Cycle 2 Work scheme after probationary period Free On site Gym Bright Exchange perks INDMANJ 50538LF Portfolio Payroll Ltd is acting as an Employment Agency in relation to this vacancy.

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