Account Executive

Overview

In this role you will manage a portfolio of debtors to safeguard profitability through efficient sales ledger activities. You will engage with debtors under contract terms, assess collectability, and prioritize high‑risk cases to protect the client’s financial interests. You’ll collaborate with the RM to ensure seamless service and flag risks or opportunities within portfolios. The role offers hybrid working, a supportive culture, and clear opportunities for career progression within a long‑standing financial services group.

Pay / Benefits

• 25 days’ holiday + bank holidays
• Hybrid working
• Private healthcare for you and your family
• Company pension scheme
• Flexible benefits
• Online wellbeing centre

Responsibilities

• Manage portfolio profitability through sales ledger management
• Contact debtors within confidentiality and provide balance information
• Assess collectability and decide on non‑collectable debts based on precedent
• Research aged debt and prioritize follow‑ups for high‑risk cases
• Maintain regular contact with relationship managers for seamless service
• Identify and escalate risks or opportunities to appropriate teams
• Collect financial data from clients (PAYE, VAT, bank statements, management accounts)
• Allocate cash accurately in AQ and process complex schedules
• Record all relevant information in client files

Key requirements

• Customer Service experience
• Commercial risk awareness
• Experience with high volume calls & comfortable on the phone
• Exceptionally high standards with meticulous attention to detail

• relationship building
• effective communication
• attention to detail
• AQ (accounting software)
• sales ledger management
• data collection and analysis of financial information

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