Account Manager



Remote, United Kingdom
Full Time
2y ago

Company Description

Delio is transforming private markets. Through our technology and expertise, we help the world’s most respected financial institutions to deliver private market transactions to their clients. 

Our configurable, white-labelled technology is already being used by more than 90 organisations in 17 countries around the world, including the likes of Barclays, ING, Coutts and UBS. However, we’re only just getting started.

As an award-winning, high growth company, we’ve set ourselves ambitious and challenging targets that build on the rapid progress we’ve made since 2015. To achieve these goals, we work hard, have high expectations and hold each other to account. However, we also support one another and collaborate to ensure that everyone can play a part in our success.

Job Description

We’re looking for an Account Manager to create long-term, trusting relationships with our clients. The Account Manager’s role is to manage relationships with Delio’s clients, develop new business from existing clients and actively seek new sales opportunities where possible. 

Key responsibilities

  • Build and maintain effective long-term relationships with some of our largest Enterprise accounts, understanding their business and their goals and presenting and positioning Delio solutions to help them achieve them.
  • Ensure clients have a high level of satisfaction, technology adoption and engagement with Delio.
  • Generate new revenue opportunities by identifying additional client needs.
  • Generating new leads from building client referrals.
  • Serving as the key relationship owner for all client needs – being a conduit to Delio solutions, helping bring the right people to solve their problems and being an escalation point when dealing with issues.
  • Work collaboratively with a range of teams within Delio including Commercial, Product and Delivery, Customer Success, Technology and Marketing.
  • Updating clients on the latest product functionality and help shape the product roadmap based on client feedback.
  • Working closely with clients to help design technology roll-out and success programmes.
  • Working with UK and international financial institutions (you may be required to travel to meet clients at times).


Essential requirements

  • Relentlessly client-focused.
  • Commercially-minded.
  • Strong experience managing relationships at SaaS Enterprise level.
  • A flexible worker who works well individually and as part of small teams. 
  • Passionate about the role of technology in helping businesses achieve their goals.
  • Ability to work closely with customers to gain a deep understanding of their business challenges.
  • Experienced in dealing with executives at VP and C-Suite levels.

Desirable requirements

  • Financial services experience preferred but not necessary provided you have an interest in financial services and the capacity and willingness to learn about our client’s & their activities.

Additional Information

Joining Delio you can expect:

  • A competitive salary
  • 25 days holiday (exclusive of bank holidays)
  • Your birthday off
  • Flexible working policy (remote/office/hybrid solutions available when Covid restrictions allow)
  • Private medical cover
  • Competitive pension contributions
  • Cycle to work scheme
  • Ongoing learning and development opportunities
  • A range of great additional benefits being launched this year
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Onkar By: Onkar