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Get clear dashboards and analytics
Automated campaigns and customer journeys
Accurately monitor, forecast, and plan your sales
Manage invoices, contracts and order from one tool
Boost productivity and drive your sales process
Manage projects, track revenue and budget
Help drive revenue growth for the No-BS CRM company that’s tripling in size.
Full time
Chief Revenue Officer
Competitive
Office 3 days/week · WFH Wed & Fri
We’re looking for a driven and strategic Sales Account Manager to join Workbooks and play a key role in accelerating revenue growth. You’ll be responsible for developing existing client relationships and executing a clear territory strategy to meet and exceed sales targets.
This is a hands-on role requiring a balance of business development and leadership, with the opportunity to shape how we engage mid-enterprise organisations and position our CRM solutions in the market.
Strong understanding of the full sales cycle, from prospecting to closing, in a SaaS environment.
Excellent verbal and written skills.
Analytical approach to understanding customer challenges and proposing solutions.
Ability to develop and execute effective sales strategies.
Comfortable operating in a fast-changing environment.
Solid knowledge of CRM platforms and their business value.
Ability to develop long-term, trust-based client relationships.
Confident in closing deals that create mutual value.
Driven to meet and exceed targets.
Able to understand and present software solutions.
Competitive OTE package
Share Options in Workbooks' long-term success
25 days holiday plus your birthday off
Life Assurance & Pension scheme, Benefits platform
LinkedIn Learning account
Employee Assistance Programme
Hybrid working: 3 days in the Reading office, 2 days working from home.
Lunch provided every Thursday
Workbooks has recently received strategic funding and investment from BGF to accelerate our growth journey for which this role is key. The business is looking to triple in size by 2030, driven by its people and product, and demonstrated through its differentiated offering to the Mid-Market which has resulted in significant customer loyalty.
To recognise your contribution to this success the company offers the current package:
There’s lots of CRM companies out there – so why pick Workbooks? Well, we’re a little different to other providers.
Collaboration is key to our success. We support,
motivate, and challenge each other to achieve the
best outcomes together.
For everyone to thrive, we act with honesty,
integrity, and accountability in everything we do.
We’re proactive and focused, prioritizing the work
that delivers the greatest impact and most
meaningful results.
The R in CRM stands for relationship. Our
customers are at the heart of everything we do.
We listen actively, ask thoughtful questions, and
make sure we truly understand before we respond
or act.
Thank you for your interest in joining our team as a Sales Account Manager 2026.
Please complete the application form and upload your CV. You can also include a cover letter or external portfolio that you feel will help us understand your experience, skills, and suitability for the role.
Once we’ve received your application, our recruitment team will review it carefully. If your experience matches what we’re looking for, we’ll be in touch to discuss the next steps.
We appreciate the time you’ve taken to apply and look forward to learning more about you.
