Client account manager jobs in birmingham
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About the Role
We are looking for a proactive and highly dedicated Customer Success Manager to become a trusted partner to our charity clients. This role is crucial to the success of our clients, combining strategic account management for all dedicated clients and hands-on project management and campaign build for managed services clients.
You will be responsible for nurturing strong, long-term relationships, ensuring our clients achieve their fundraising goals and realise maximum value from our platform and services. You will also be the main driver of renewals, keeping churn at a minimum and working with the Head of Partnerships and Head of Commercial Strategy to increase lifetime value alongside identifying and executing up-sell and cross-sell opportunities.
Key Responsibilities
Client Relationship & Account Management:
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Build and nurture strong relationships with key stakeholders at non-profit organisations, deeply understanding their digital fundraising goals and aligning our solutions with their strategic objectives.
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Work closely with the Growth team to deliver smooth and effective handover milestones, ensuring ongoing client confidence.
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Conduct regular check-ins and strategic reviews to assess client satisfaction, gather feedback, and platform updates.
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Proactively manage client health scores through our CRM to help identify opportunities to increase client’s value and reduce churn.
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Explore different ways in which clients may benefit from additional use of the platform and managed services.
Project Management & Campaign Delivery:
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Lead project management and campaign build within the Social Sync platform for all your dedicated managed services clients.
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Ensure client satisfaction by keeping internal teams well-briefed to successfully deliver agreed client requirements to a high standard and on time.
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Collaborate cross-functionally to ensure clients have everything needed for successful campaign launches and ongoing optimisations.
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Do everything within our control to optimise campaign performance, working closely with specialist functions to execute timely optimisations to overcome challenges and realise performance potential.
Onboarding and Adoption:
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Deliver a quick "Time to first value" through proactive account management, particularly during a client's initial days or weeks.
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Offer personalised assistance and ensure access to and use of onboarding resources to accelerate non-profits's time to first value.
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Develop and execute strategies to drive adoption and engagement with our platform, tailoring approaches to each client’s unique needs and goals.
Success Planning and Outcomes:
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Create and manage comprehensive success plans for clients, setting clear goals and regularly reviewing progress to ensure they achieve their desired outcomes.
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Provide best practices and strategic recommendations to help clients elevate their fundraising efforts and fully utilise our platform and services.
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Act as the internal voice of the customer, gathering feedback and collaborating with our Product and Managed Service teams to drive enhancements that meet client needs.
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Identify potential risks and opportunities for upsell and cross-sell, working closely with internal teams and senior leadership to address concerns and explore growth possibilities.
Renewal & Lifetime Value:
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Lead on the renewal process for all your dedicated charity clients, proactively managing conversations to keep churn at a minimum.
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Managing deal lifecycle and sales process in our CRM working towards individual assigned revenue targets.
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Work with the Head of Partnerships and Head of Commercial Strategy to develop and execute plans that increase customer lifetime value.
Equal Opportunities Statement
We are an equal opportunity employer and believe in the power of a diverse, inclusive team.
We welcome all applications from all suitably qualified people, regardless of race, sex, disability, religion / belief, sexual orientation or age.
Please let us know if you require anything which would enable your success throughout our interview process.
We cannot offer visa sponsorship and you must be able to work in the UK.
The client requests no contact from agencies or media sales.
You will be joining us at a time that holds the greatest potential for fundraising in our history, following the launch of the UK Government’s Delivery Plan for ME and initial findings of the DecodeME genetics study (co-led by Action for ME) in Summer 2025.
Building on our charity’s already established level of support from major donors, you will provide exceptional relationship management to existing donors alongside growing our network of high value supporters.
Working closely with the CEO, alongside managing a portfolio of donors and prospects ensuring excellent stewardship, you will support our Breakthrough-ME Group (a group of high net worth and highly networked individuals). There is an established level of support from major donors at Action for ME so this is a role that will require exceptional relationship management to retain our current valued supporters while growing this crucial area of fundraising.
This would be an ideal role for an experienced philanthropy professional seeking to work for a small but ambitious charity, helping us to achieve our mission to improve the lives of all people affected by ME – better meeting their needs today while taking action to secure change for tomorrow.
Key duties
Major Donor Fundraising
• Successfully develop and implement the philanthropy strategy to secure and maximise funds from high value individuals for Action for ME achieving annual income of £250k+
• Set plans and budgets which will deliver income through major gift fundraising and philanthropic giving through family trusts and foundations, including quarterly forecasting.
• Manage a portfolio of prospects and donors at the £5k to £100k level, to develop and maintain strong and long-standing partnerships
• Work closely with the Director of Fundraising and Development and other colleagues to ensure that plans and activities for fundraising from high value individuals are integrated into the overall fundraising strategy and plan for significant growth.
• Be responsible for our Breakthrough-ME Group with high quality proposition development. Contribution to Group fundraising activities with a specific focus on ensuring their networks support pipeline growth for future fundraising.
• Lead the delivery of our biennial fundraising gala dinner, maximising income and new opportunities from attendees.
• Develop engaging and inspiring opportunities to steward and cultivate support creating a calendar of activities including events, presentations, approaches, networking and meetings.
• Utilise the CRM database (Raisers Edge) to provide the data required to strategise your approach to philanthropy, monitor progress and provide a high-quality donor experience.
• Ensure utilisation of insight & data, producing management information data to inform planning and strategy development.
• With the Director of Fundraising & Development, create inspiring cases for support and resulting propositions with clear budgets and outcomes.
• Create adequate systems and processes to support the major donor programme.
• Undertake and manage research into prospects and major donors, preparing for approaches and presentations and briefing senior leadership and trustees for donor meetings and events.
• Develop and maintain relationships with donors, a wide range of staff and volunteers from trustee level down.
• Provide regular feedback and internal reporting to line management.
• Work with other fundraisers to ensure that all fundraising opportunities and leads are followed up – particularly in corporate, community and trust fundraising.
• Work with Trustees, the Chief Executive and members of the Leadership Team to develop relationships with major donors.
• Self-administrate including managing your own diary and meetings, keeping accurate and up to date records of activity
• Occasional travel to London, Bristol & events
Other duties
• To positively promote the work and activities of Action for M.E. at all times.
• To contribute to the team’s overall, ongoing and annual planning and budgeting.
• To undertake any other reasonable activity in line with the responsibilities of the post as requested by the Director of Fundraising and Development, Chief Executive or any other senior Action for ME management.
• Act as an advocate for the Charity and its work.
• To work in accordance with Action for ME’s values of collaboration, equity and empathy.
Our mission is to improve the lives of people affected by ME. Better meeting their needs today while taking action to secure change for tomorrow.
The client requests no contact from agencies or media sales.
Are you a qualified accountant (ACA/ACCA/CIMA) with experience in the social housing sector?
Ivy Rock Partners are helping a client in the housing sector looking for a Senior Management Accountant to join a forward-thinking Finance team. You’ll produce management accounts, lead on budgets and forecasts, and deliver insightful financial analysis to stakeholders across the business. Acting as a trusted partner, you’ll help managers understand performance and make informed, value-driven decisions.
What you’ll be doing:
- Preparing monthly management accounts and board reports
- Leading on accruals, reconciliations, and variance analysis
- Supporting annual budgets and forecasts
- Providing financial advice and challenge to budget holders
- Maintaining systems and controls, including Open Accounts
- Developing insightful reporting with Power BI
- Supporting external audit processes
What we’re looking for:
- Qualified Accountant (ACA, ACCA, CIMA)
- 2-3 years’ experience in social housing
- Strong management accounting and reporting skills
- Advanced Excel and Power BI knowledge
- Confident communicator, able to influence stakeholders
- Proactive and solutions-focused
For more information about this role, please contact Charlotte Dow at Ivy Rock Partners.
Having adopted a new and ambitious strategy, and embarked on a period of transformational change, Two Saints are now looking to ensure they are in the strongest position to deliver their vision in what are difficult times. This vision is ‘to be a safety net for people in tough times and the springboard to a brighter future.’ The organisation delivers a full range of services to clients across Hampshire, Dorset, Berkshire and the Isle of Wight, and the role of the Two Saints Board is to guide, direct and challenge the plans and strategic decisions relating to these services.
So we’re looking for people who can help Two Saints deliver their vision, with a background and experience in either:
- Asset management, perhaps with experience of the net-zero agenda
- Supported housing services or social care
We’re interested in hearing from talented people who may be looking for their first governance role, and you may have had lived experience.
If you’re interested in what Two Saints do and feel you can make a contribution, we’d like to hear from you so take a look at the candidate pack here https://bit.ly/45U1yDX.
Harris Hill is looking for a Fundraising Consultant, who has a good background in Corporate Fundraising, for roughly 8 days per month, for 6 months, possibly up to a year.
Following a review of corporate fundraising, the client is looking to develop new partners, so would like someone with a suitable background to research and approach new organisations.
70% of your work with be business development and 30% account management, so this will suit someone who enjoys developing new relationships, rather than managing existing ones.
The 8 days per month are totally flexible on when they are worked, so this could be a good job for someone who has other clients, with this organisation working this role outside IR35, billing the client direct.
If you have capacity to take on a new client, please do get in touch.
We are seeking an energetic and proactive Corporate Partnerships Executive to help us strengthen and expand our partnerships. You will be at the heart of growing our corporate portfolio, ensuring we maximise opportunities to secure new business and nurture long-term, high-impact partnerships.
This role is both outward-facing and highly collaborative. You’ll work with colleagues across teams to deliver excellent partnership experiences, while also taking initiative to spot opportunities, drive forward proposals, and build relationships that support Future First’s mission.
If you have first class people and communication skills, creativity and energy in abundance and an insatiable eye for opportunity, and would like to work for a small but ambitious charity, we’d love to hear from you.
For more details about the role and information on how to apply, please download the recruitment pack.
Key dates to be aware of:
Tuesday 16 September 2025, 12:00pm – Information and Q&A session
This is an optional session where you can hear more about the role and ask any questions you may have.
Please see details in the attached recruitment pack for how to register for this session.
We recommend attending to help you prepare the strongest possible application.
Monday 29th September 2025 (09:00am) – Applications close
Tuesday 7th September – Interviews will take place in-person in London
About Future First
We are a mission-driven, innovative social mobility charity that believes a young person’s start in life shouldn’t limit their future. We work with state schools and colleges to develop and build their alumni and employee volunteer communities, helping young people ‘see who they can be’ and helping to open up genuine routes to previously gatekept sectors. Our partners have a key role to play in this. We celebrate our 15th anniversary this year, and over that time have supported over 465,000 young people and built 1,250 alumni networks.
Our core team comes from a variety of backgrounds including partnership development, fundraising, delivery, teaching, programmes and communications. We gain additional support from a strong network of experienced and passionate long-term freelancers. We value all contributions and offer the possibility to expand and grow the role based on interests.
We are a mission-driven, innovative social mobility charity that believes a young person’s start in life shouldn’t limit their future.
The client requests no contact from agencies or media sales.
Location: Various locations across Kent, Surrey and Sussex
Salary: Commission based (Expected Earnings Circa £30K)
Hours: Flexible hours available
Job Type: Temp
Contract Type: Self Employed
Are you someone who loves meeting new people, thrives in a buzzing environment, and wants a role that genuinely helps save lives?
Tower is partnering with Air Ambulance Charity Kent Surrey Sussex (KSS) to promote their lifesaving charity lottery and we’re looking for energetic canvassers to spread the word and grow support.
Who We Are
Tower is a UK-based fundraising agency that partners with charities to deliver face-to-face campaigns, including lottery promotions, donor recruitment, and community engagement. With a strong track record in ethical fundraising, Tower provides trained canvassers who represent charitable causes with professionalism and passion— helping organizations like KSS grow their supporter base and funding impact.
Our Client
The Air Ambulance Charity Kent Surrey Sussex (KSS) is a team of skilled, sector-leading experts responding to over 3,300 incidents annually across Kent, Surrey, and Sussex.
KSS helicopters are flying emergency rooms. Whether it’s on the road, beach, or park. They bring specialised doctors, paramedics and treatment to those who need it most. From open heart surgery to emergency anaesthesia – KSS don’t stop. 24/7, 365 days a year.
The KSS Lottery is a vital fundraising initiative that helps support the lifesaving work of Kent Surrey Sussex Air Ambulance. For just £1 per entry, supporters have the chance to win cash prizes while directly contributing to emergency medical care across the region. Every ticket sold helps fund rapid response teams, specialist equipment, and critical missions—making a real difference when seconds count.
What You'll Do
- Promote the KSS lottery in public spaces, residential areas, and events
- Engage the public with passion, positivity, and professionalism
- Explain the impact of the lottery in funding KSS
- Help people sign up to become proud supporters
What We're Looking For
- Confidence, energy, charm, and great communication skills
- Self-motivated, committed and target-driven mindset
- Reliability and a desire to make a genuine impact
- Previous experience is not essential
Why You'll Love It
- Be part of a cause that helps save lives every day
- Training and ongoing support from Tower’s experienced team
- Flexible working hours to suit your lifestyle
- Work close to home and in areas of your choice
- Weekly pay directly into your account
- Very ‘soft sell’ due to the amazing reaction to Air Ambulance Charity Kent Surrey Sussex
- Regular incentives offered
Interested? Then let’s get the conversation started. Apply today and become the face of a charity that’s saving lives every day.
REF-223651
Finance Business Partner - UKC
Reference: AUG20259219
Location: Flexible in UK
Contract: Permanent
Hours: Full Time, 37.5 hours per week
Salary: £47,313.00 - £50,309.00 Per Annum
Benefits: Pension Scheme, Life Assurance Scheme, 26 days' Annual Leave
Please note: The role is a hybrid position that will require travel in the UK including to the UKHQ Finance Department in Sandy Bedfordshire, and to attend meetings in the support of your team, department and directorate.
The RSPB is one of the UK’s most respected conservation charities for the conservation of birds and nature. As an RSPB employee, you will be helping to save nature every time you come to work. There’s never been a more important time toprotect our wildlife and wild places.
We are seeking an excellent qualified accountant to join our Financial Planning and Reporting team, as a Finance Business Partner, supporting colleagues in the UK Countries Directorate more specifically for England. This is a key role working directly with our conservation delivery and our reserves network areas, all with individual characteristics and skills requirements.
What's the role about?
As a Finance Business Partner you will work proactively with senior colleagues to provide an added-value service of financial support to our UKC Directorate. In addition to a strong management accounting background, you will understand the difference that can be made through strong business partnering relationships and be confident in building those relationships. You will gain the respect and confidence of the colleagues you support through strong communication skills (written and oral) and your ability to constructively challenge ideas and plans. You will add value through gaining an intimate understanding of the Directorate that you partner, together with contributing to business performance and the requirements of the finance function with the charity's need.
You will be a fully qualified accountant with up-to-date technical knowledge and a desire to progress in your profession. We will want the successful candidate to influence change and use their skill set to further drive the organisation's objectives forward. You will also be comfortable working under pressure, to tight deadlines, and interacting with people at all levels within the RSPB.
Essential skills, knowledge and experience:
- CIMA or equivalent financial qualification
- Sound knowledge of technical accounting legislation
- Ability to act as a critical-friend to senior management balancing challenge and support. Develop effective working relationships that influence and challenge senior management teams, so that the role of the Finance Business Partner is an integral and valued part of the organisation
- Ability to influence decision makers through sound logic, diplomacy and assertiveness, with the ability to convey appropriate financial messages to various audiences
- Ability to evaluate incomplete and complex financial information, to develop and consider a range of possible options and make a judgement as to the recommended course of action
- Excellent communication (written and oral), coaching, mentoring, presentation and training skills
- Ability to ascertain financial trends and calculate the impact of them on the organisation under various scenarios
- Working in cross-functional teams to provide transformational advice on new initiatives, investment appraisals/organisational restructures/matters of risk and control design effective mitigation strategies, in order to support effective decision making
- Build capability and knowledge in managers so that they can effectively manage their budgets through effective financial information, support and advice
- Working with the all finance teams, to implement new Finance initiatives, ensuring the highest level of customer service and procedures are continuously reviewed so that the service is business focused in the delivery of objectives with an expert knowledge of your client area.
Desirable skills, knowledge and experience:
- Experience of forecasting and planning in a dynamic environment
- Experience of delivering transformation change
- Delivery of coaching and training of financial matters to non financial colleagues
- Experience of annual accounts preparation
- Knowledge of charity finance matters
Closing date: 23:59, Fri, 19th Sep 2025
We are looking to conduct interviews for this position from week commencing 29th September.
Interested?
If you would like to find out more, please click the apply button. You will be directed to our website to complete your application for this position.
We are committed to developing an inclusive and diverse RSPB, in which everyone feels supported, valued, and able to be their full selves. To achieve our vision of creating a world richer in nature, we need more people, and more diverse people, on nature’s side. People of colour and disabled people are currently underrepresented across the environment, climate, sustainability, and conservation sector. If you identify as a person of colour and/or disabled, we are particularly interested in receiving your application.
The RSPB is an equal opportunities employer. This role is exempt from the Rehabilitation of Offenders Act 1974.
The RSPB is a licenced sponsor. This role is not eligible for UK Visa Sponsorship - the successful applicant will need to have a pre-existing Right to Work in the UK in order to be offered an employment contract.
As part of this application you will be asked to provide a copy of your CV and complete a short form with cover letter. Please use the cover letter section to explain how you meet the criteria set above. Contact us to discuss any additional support you may need to complete your application.
No agencies please.
The RSPB brings people together – people like you – to protect the things that matter to us all.


