Junior Account Manager | The Portfolio Group

The Portfolio Group

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Job Title: Junior Account Manager
Employer: The Portfolio Group
Location: Manchester, United Kingdom
Employment Type: Permanent
Reference Number: 220566882


Job Details:

We are expanding our Customer Service team due to continued growth. Working with the Onboarding team you will be an Account Manager for new Businesses to the BrightHR Service! Acting as a first point of contact for your allocated clients, this is not your normal high volume, inbound customer service role. You will be responsible for dealing with any issues, general queries and technical questions they may have for the first month of their contract. You will be keeping in regular contact via inbound, outbound and over Teams providing a world class experience for our business owners. This a very varied, fast paced role within a small, friendly, supportive team!

  • Are you an Experienced Customer Service Representative looking for a new challenge?
  • Are you looking for a role that offers progression and continued support?

Main Responsibilities

  • Provide an excellent customer service to our new and existing BrightHR clients
  • Carry out pro-active implementation calls to new clients to welcome them to the service and provide them with an overview of the system and assist with the set-up of their account
  • Continue to account manage each on-boarded client during the first 30 days of their service agreement, keeping an accurate record of discussions with each client on Salesforce
  • Contribute to BrightHR’s business goal of migrating all HRonline users to BrightHR
  • Take ownership of any Service Issues raised by the client, keeping an accurate account of the client’s concerns on the relevant CRM system
  • Conduct demonstrations of BrightHR by webinar for prospect clients and those wishing to migrate from HRonline
  • Ensure all Service Level Agreements are adhered to at all times
  • Meet and exceed all Key Performance Indicators
  • Contribute to team targets, paying particular attention to customer experience and feedback

Skills and Experience

  • Customer service experience is essential
  • The ideal candidate will have experience of working in an out-bound, telephone based role
  • Must have excellent listening skills and be able to communicate with clients and users of varying technical ability
  • The ability to work in a fast paced environment
  • Able to adapt to change
  • Can take responsibility of own product knowledge
  • Able to communicate at different levels throughout the business


  • 25 days’ holiday, plus bank holidays.
  • Day off on your birthday.
  • Perkbox discounts.
  • Holidays increase after 2 and 5 years’ service.
  • Pension Plan and Life Insurance.
  • Access to Employee Assistance Programme.
  • Profit Share Scheme.

BrightHR transforms people management for small business owners. BrightHR believe in the power of small businesses and understands their importance to our high streets and local communities. That’s why we support small business owners with all their people management need and give them the tools to take their business to the next level.

From everyday admin tasks to complex legal dilemmas, we free up employers’ time with our superior software and tailored expert guidance Our technology is easy to use, our advice is clear, practical and jargon-free, and we’re committed to keeping our service affordable too. Because we’re here to champion small business owners and support them on their journey to a brighter future.

If you like solving problems and always put the customer first, apply today and we will be in touch!





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