Telephone Account Executive

You will join our fantastic sales team who promote our services to our existing warm client base of accountancy practices and finance teams across UK so it would be fantastic if you have an interest in Accountancy and Finance.

You'll be someone who loves talking to people on the telephone and is keen to find solutions to problems or knowledge gaps they may have.  You'll be pro-actively contacting warm clients as a result to targeted marketing campaigns to provide them with advice and guidance on products we offer.

Our team is super friendly and supportive and we're all driven to achieve high levels of client retention.  You never know, you might even be able to bring on a new client through cross selling to our existing client base which would be amazing.

When you join, you'll be put on a comprehensive structured training programme to help you learn everything you need to learn to set you up for success so don't worry if you don't know too much about accountancy, that's something we can teach you!

If it sounds interesting, why not pop you're application in and we'll be in touch to let you know more.


We always support colleagues to develop their skills but to be successful in this job you really do need to already be able to tick most of these boxes...

We know it’s not a skill, but the successful candidate must have permission to work in the role’s location by the start of their employment.

You will need;

  • Some experience in a similar role i.e. outbound B2B selling and/or customer service
  • A degree in a related subject (ie. Accountancy) would be helpful but certainly not essential

You need to be the kind of person who…


  • Is passionate about exploring and co-creating solutions for clients that contribute toward their desired commercial and people outcomes.
  • Is a natural relationship builder and who cares passionately about giving great service
  • Is skilled at providing information in a clear and compelling way over the phone
  • Loves to learn – both knowledge and skills
  • Is a creative question-asker and a solution-finder
  • Is able to work in a fast paced, fun and progressive environment
  • Enjoys a challenge – we work hard, and it can be a steep learning curve
Contact us to apply