Account Management Analyst

Atominvest

. Build and maintain the renewals and expansion forecast across the client book, and flag risks early .

Posted 11/11/2026full-timeLondon • United KingdomJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing client accounts, utilizing HubSpot for tracking renewals and client health, and producing insightful reports on product utilization and expansion opportunities. Strong communication skills are essential for engaging with clients and collaborating with cross-functional teams.

Highest-signal resume keywords

HubSpot CRM ExperienceClient Account ManagementData Reporting and AnalysisProficiency in AI WorkflowsB2B SaaS Exposure

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisForecastingMetrics DevelopmentRenewal ManagementClient Health Monitoring

Soft Skills

Clear CommunicationOrganizational SkillsDetail-OrientedClient EngagementCollaboration

Tools & Technologies

Microsoft OfficeG-SuiteHubSpotAI ToolsChat GPT

Industry Keywords

B2B SaaSFintechFinancial ServicesPrivate EquityVenture Capital

About the role

Key responsibilities & impact

Build and maintain the renewals and expansion forecast across the client book, and flag risks early
Produce regular reporting on renewals, client health, product utilisation and expansion pipeline
Prepare data and talking points for commercial QBRs alongside the CSM
Help write the playbook, metrics and cadences the team will scale on
Keep HubSpot accurate, including renewal dates, contacts and opportunities
Own a defined set of accounts and sequence renewals ahead of expiry
Monitor account health using HubSpot, usage and engagement data
Run regular client reviews and record outcomes and next steps
Identify expansion across new funds, modules and users, and pass qualified opportunities on
Flag out-of-scope requests so they become expansion opportunities
Work with Sales, CS/Implementation and Product, and feed client feedback back to Product

Requirements

What you’ll need

1-4 years in a commercial, client-facing, analyst or operations role
Strong Microsoft Office/G-Suite skills
Proficiency in AI and AI-forward workflows (Claude, Chat GPT, Co-Pilot)
Clear written and spoken communication, including with senior, numerate clients
Ownership: you stay organised and detail-focused while juggling a book of accounts and ad hoc requests
Candidates must have an unrestricted and permanent right to work in the UK
Exposure to B2B SaaS, fintech or financial services
Interest in private equity, venture capital or fund reporting
CRM experience, particularly HubSpot

Benefits

Comp & perks

25 days holiday plus bank holidays
Hybrid working: 3 days a week in our central London office, near Oxford Circus
Cycle2Work
Employee Assistance Programme
Real ownership, a meritocratic culture and room to grow as we scale
Company socials and events