Commercial Account Manager

SUMMARY:

• Comfortable working UK -aligned hours (10:00 - 19:00 SAST) on a permanent basis
• About the role:
  Our client is looking for a Commercial Account Manager (CAM) to join their team in Cape Town. This is a client-facing role holding primary commercial accountability for a portfolio of clients - you will own renewals, protect and grow revenue, and ensure the company’s commercial position is managed cleanly across every account you own.
   
  You will work closely with their Technical Account Managers, Client Account Administrators, and Service Delivery Managers to ensure that the commercial relationship stays healthy alongside the technical one. This is not a technical role - it is a relationship, revenue, and process role that requires someone who can read a commercial position clearly, act on risk early, and lead a room with confidence at Quarterly Business Reviews.
   
  The company’s clients:
  The company’s clients for this role are high-profile hedge funds and financial services firms. These are demanding, high-expectations environments where commercial precision, responsiveness, and trust matter enormously. You will be representing the company to CFOs, COOs, and business stakeholders at some of the most prominent names in global finance.
   
  This means the CAM role carries real weight. Clients expect to deal with someone who understands the commercial and technical shape of their account, communicates with precision, and can be trusted to protect their interests and the company in the same conversation. If that kind of high-stakes client accountability energises you, this role will suit you well.
   
  Reports to:       UK CEO
  Client-facing?:  Yes - primary commercial contact for assigned client portfolio
  Client base:      Hedge funds and financial services firms
  Team:   Works closely with Technical Account Managers, Client Account Administrators, and Pod SDMs
   
  What you will do:
  Commercial relationship management:
  
  • Hold primary commercial accountability for a portfolio of assigned clients
  • Own the renewal process for each client; ensure contracts are current and commercial terms are correct
  • Own scope-creep conversations once flagged by the SDM or TAM, and translate operational signals into commercial action
  • Ensure client data in AutoTask is accurate at all times
   
  Revenue and billing accuracy:
  
  • Check all invoices before client dispatch and follow up on billing queries
  • Perform monthly recurring service reconciliation (vendor to Autotask)
  • Conduct overall profitability analysis by product, solution, and support line
   
  Sales and growth:
  
  • Identify upsell opportunities and loop in Technical Account Managers for technical context before progressing commercially
  • Complete PandaDoc proposals for all non-standard opportunities
  • Check proposal accuracy, manage client follow-up, and drive opportunities through to close
   
  Quarterly business review ownership:
  
  • Hold overall responsibility for QBRs: ensure they are scheduled and happen on time
  • Lead and own the commercial slides; review the full deck before every client presentation
  • Ensure all parties - TAM, SDM, and the client - act on agreed follow-ups after every QBR
  • For micro clients (under 5 users), lead the service section of the QBR as well as the commercial section
   
  What the role is not:
  Our client wants to be clear about scope so that the right person applies:
   
  
  • Technical ownership: You will surface commercial context, but technical service reviews and problem management sit with the TAM.
  • Queue management: You will not manage the ticket queue or chase individual tickets - that sits with the Pod SDM.
  • Admin execution: You direct and approve quotes, proposals, and reporting - the CAA prepares and executes them.
  • Incident command: P1 incident command sits with the On-shift SDM. You are not involved in real-time technical incident response.
   
  What the company is looking for:
  Essential
  
  • Experience in a commercial account management, client relationships, or revenue-owning role
  • Strong commercial acumen: renewals, upsell, contract management, and profitability analysis
  • Solid conceptual understanding of networking, Microsoft 365, and Azure - enough to hold a credible technology conversation with senior IT stakeholders and follow a TAM's technical briefing without translation. You will not perform technical work yourself; it is handed off to the TAM and engineering team, but you need to speak the language
  • Comfortable managing billing accuracy, invoicing cycles, and reconciliation processes
  • Strong written and verbal communication skills - you can present commercial detail with confidence to senior stakeholders
  • Organised and structured: you can track multiple renewal cycles, proposals, and QBRs concurrently without anything slipping
  • Able to build genuine rapport with demanding, high-expectations clients while firmly protecting the company’s commercial position
  • Comfortable working UK -aligned hours (10:00 - 19:00 SAST) on a permanent basis
   
  Advantageous:
  
  • Experience working with or within financial services firms - hedge funds, asset managers, or similar
  • Experience using a PSA tool such as Autotask, ConnectWise, or similar, and a proposal tool such as PandaDoc
  • Background in managed services, MSP, or IT service commercial management
  • Experience leading or owning formal QBRs or account reviews
  • Familiarity with subscription or managed-services pricing and licensing models
   
  Who you will work with:
   
  The CAM role sits at the intersection of commercial ownership and client relationship management. Your closest working relationships will be:
   
  
  • Technical Account Manager: Your technical counterpart. They surface the technical signal and upsell opportunities; you own the commercial conversation that follows.
  • Client Account Administrator: Your execution partner. They prepare quotes, proposals, invoicing, and QBR logistics; you direct and approve.
  • Pod SDM: Source of scope-creep escalations. They flag; you own the resulting client conversation.
  Leadership: Profitability reporting, retention, and pipeline visibility

POSITION INFO:
Comfortable working UK -aligned hours (10:00 - 19:00 SAST) on a permanent basis About the role: Our client is looking for a Commercial Account Manager (CAM) to join their team in Cape Town. This is a client-facing role holding primary commercial accountability for a portfolio of clients - you will own renewals, protect and grow revenue, and ensure the company's commercial position is managed cleanly across every account you own. You will work closely with their Technical Account Managers, Client Account Administrators, and Service Delivery Managers to ensure that the commercial relationship stays healthy alongside the technical one. This is not a technical role - it is a relationship, revenue, and process role that requires someone who can read a commercial position clearly, act on risk early, and lead a room with confidence at Quarterly Business Reviews. The company's clients: The company's clients for this role are high-profile hedge funds and financial services firms. These are demanding, high-expectations environments where commercial precision, responsiveness, and trust matter enormously. You will be representing the company to CFOs, COOs, and business stakeholders at some of the most prominent names in global finance. This means the CAM role carries real weight. Clients expect to deal with someone who understands the commercial and technical shape of their account, communicates with precision, and can be trusted to protect their interests and the company in the same conversation. If that kind of high-stakes client accountability energises you, this role will suit you well. Reports to: UK CEO Client-facing?: Yes - primary commercial contact for assigned client portfolio Client base: Hedge funds and financial services firms Team: Works closely with Technical Account Managers, Client Account Administrators, and Pod SDMs What you will do: Commercial relationship management: Hold primary commercial accountability for a portfolio of assigned clients Own the renewal process for each client; ensure contracts are current and commercial terms are correct Own scope-creep conversations once flagged by the SDM or TAM, and translate operational signals into commercial action Ensure client data in AutoTask is accurate at all times Revenue and billing accuracy: Check all invoices before client dispatch and follow up on billing queries Perform monthly recurring service reconciliation (vendor to Autotask) Conduct overall profitability analysis by product, solution, and support line Sales and growth: Identify upsell opportunities and loop in Technical Account Managers for technical context before progressing commercially Complete PandaDoc proposals for all non-standard opportunities Check proposal accuracy, manage client follow-up, and drive opportunities through to close Quarterly business review ownership: Hold overall responsibility for QBRs: ensure they are scheduled and happen on time Lead and own the commercial slides; review the full deck before every client presentation Ensure all parties - TAM, SDM, and the client - act on agreed follow-ups after every QBR For micro clients (under 5 users), lead the service section of the QBR as well as the commercial section What the role is not: Our client wants to be clear about scope so that the right person applies: Technical ownership: You will surface commercial context, but technical service reviews and problem management sit with the TAM. Queue management: You will not manage the ticket queue or chase individual tickets - that sits with the Pod SDM. Admin execution: You direct and approve quotes, proposals, and reporting - the CAA prepares and executes them. Incident command: P1 incident command sits with the On-shift SDM. You are not involved in real-time technical incident response. What the company is looking for: Essential Experience in a commercial account management, client relationships, or revenue-owning role Strong commercial acumen: renewals, upsell, contract management, and profitability analysis Solid conceptual understanding of networking, Microsoft 365, and Azure - enough to hold a credible technology conversation with senior IT stakeholders and follow a TAM's technical briefing without translation. You will not perform technical work yourself; it is handed off to the TAM and engineering team, but you need to speak the language Comfortable managing billing accuracy, invoicing cycles, and reconciliation processes Strong written and verbal communication skills - you can present commercial detail with confidence to senior stakeholders Organised and structured: you can track multiple renewal cycles, proposals, and QBRs concurrently without anything slipping Able to build genuine rapport with demanding, high-expectations clients while firmly protecting the company's commercial position Comfortable working UK -aligned hours (10:00 - 19:00 SAST) on a permanent basis Advantageous: Experience working with or within financial services firms - hedge funds, asset managers, or similar Experience using a PSA tool such as Autotask, ConnectWise, or similar, and a proposal tool such as PandaDoc Background in managed services, MSP, or IT service commercial management Experience leading or owning formal QBRs or account reviews Familiarity with subscription or managed-services pricing and licensing models Who you will work with: The CAM role sits at the intersection of commercial ownership and client relationship management. Your closest working relationships will be: Technical Account Manager: Your technical counterpart. They surface the technical signal and upsell opportunities; you own the commercial conversation that follows. Client Account Administrator: Your execution partner. They prepare quotes, proposals, invoicing, and QBR logistics; you direct and approve. Pod SDM: Source of scope-creep escalations. They flag; you own the resulting client conversation. Leadership: Profitability reporting, retention, and pipeline visibility