Account Coordinator - Banking

London | Permanent

Shying away from hard truths is not our style. Bringing a candid pragmatism to any problem is. Sometimes we may have to tell you what’s needed, not what you want to hear. We believe you’ll thank us in the end.



This is a key role for TORI; you will be supporting the Account Management function in the growth of our existing customer base and to leverage the extensive networks that exist within the firm. 

The Account Management team will rely on you to help build, shape and proactively manage the Account Plans across our Banking customer base; in turn you will be accountable for making sure the account management processes are defined and actively adhered to,

You will play an important role in shaping the future of TORI and challenge the way we engage with our customers


In your new role, you will have responsibility for:

Supporting the Account Management process

  • Our new colleague will be the driving force behind the Account Planning activities of our organisation. You will be responsible for the creation, management, governance, control and ultimately the fiscal realisation of account plans across the banking sector.
  • You’ll help us to better manage our high growth accounts and support our customers in their change journey. In order to do this, you will provide proactive account management and sales support to the Account Management teams, and coordinate the sales pipeline for existing accounts. 
  • You will need to continually monitor progress against objectives set out in the account plans, and where appropriate, make the necessary decisions and changes to enable better outcomes,

Account Growth

  • You will be measured on your ability to maintain focus on our key accounts and contribute towards the significant growth of existing, (often already substantial) financial services client accounts.
  • You will develop a robust account management governance process, working closely with other account managers to ensure account plans are relevant and are actively managed. 
  • You will work in conjunction with our internal delivery teams, and HVP (High Value Proposition) leaders to give guidance on clients needs and market trends; identify the key needs of our customers, and make sure we’re supporting them in the right way. It’ll be up to you to connect the relevant parties, 

New Business Development

  • New Business Development sits at the centre of a successful account management function; you will work with other Account Managers and contribute to new business development across existing and growth potential client accounts.
  • You will make sure the account management team have the necessary data, information, and resources relating to the key accounts, for example organisation charts, customer business plans, key financials, key stakeholders, and any other relevant knowledge,
  • Our new colleague will be engaging not just with internal stakeholders, but also directly with our customers. While not solely a new business development role, you are expected to be able to sell services to our clients where appropriate. 
  • As we work across a multitude of clients with diverse requirements, it will be up to you to build your knowledge of our propositions, products, resources and capabilities, and promote each service line to the client base as appropriate. 

Delivery and Quality Management

  • Supported by our delivery teams, you will make sure that we consistently deliver against our obligations and commitments, and that our projects are meeting the needs of our customers.  You will play an important part in TORI’s quality management process (ESQA).

Bid Management

  • Key to winning business will be your ability to swiftly and effectively respond to a variety of opportunities, either directly with customers, or via a tender, RFP or RFI.  You’ll be supported by the Delivery, HVP/SME, Resourcing, Knowledge Management, Sales support and Exec teams in this process, it’s up to you to bring it all together.


We hope you’ll have the following experience:

  • We like you to have worked in a similar, high growth organisation who focus on providing technology and change solutions to the Financial Services Industry. 
  • Our Account Management team are relied upon by our customers to solve complex needs; as such, we’d like you will have worked as an Account Coordinator or in a Sales Support function previously, with a demonstrable track record supporting banking sector clients,
  • While not a prerequisite, its likely you’ll have worked for at least 5+ years in a consulting or professional services organisation in Account Coordinator or perhaps from a Business Development/Sales Support role, 
  • Our existing clients (Investment, Retail and Challenger Banks) should all be familiar to you; we trust your existing network is strong within these organisations,
  • We would like to meet candidates with as much passion for the Financial Services as we have; you’ll be naturally engaging, personable and professional. 
  • We take pride in our ability to challenge our customers thinking, not reverting to the status quo; you’re an innovative individual with knack of solving complex problems. You will be a trusted colleague to our account managers and recognised as a problem solver by our customers. 
  • You have good knowledge of the Banking sector, and the associated challenges, with particular reference to change and technology,
  • We use Salesforce as our CRM tool, so we need you to be savvy with this particular tool or other similar technology, to manage your account plans, lead generation and new business activity.


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Files must be less than 3 MB.
Allowed file types: rtf pdf doc docx odt ppt pptx.