5 дней назад
Relationship Manager (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Manager (Fintech): Managing and developing a portfolio of enterprise clients using banking and payments infrastructure with an accent on stakeholder relationships, client retention, and cross-sell opportunities. Focus on coordinating complex issue resolution, discussing API and financial infrastructure requirements, and improving operational efficiency through Salesforce reporting and account planning.
Location: London, United Kingdom; hybrid workplace
Company
provides banking and payments infrastructure for the digital economy, including multi-currency accounts, FX, payments, stablecoins, and Open Banking services through a single API.
What you will do
- Own and develop an assigned portfolio of clients, supporting satisfaction, retention, and account growth.
- Build relationships with key stakeholders and understand strategic priorities and operating needs.
- Manage complex queries, escalations, strategic account direction, and challenging client conversations.
- Identify cross-sell and upsell opportunities and lead account-planning discussions.
- Coordinate Operations and internal teams to resolve issues and deliver effective end-to-end client support.
- Maintain accurate CRM records and Salesforce reporting while contributing to customer success improvement projects.
Requirements
- Two to three years of customer-facing experience in customer success, account management, or sales within FX, banking, cross-border payments, fintech, or a similar environment.
- Experience supporting customers from varied backgrounds and building effective stakeholder relationships.
- Understanding of FX, bank transfers, fintech, PSD2, payments, and financial infrastructure.
- Basic understanding of APIs and confidence discussing client requirements with internal teams.
- Proficiency with CRM systems, preferably Salesforce, including reporting and accurate client management.
- Excellent communication skills, including the ability to influence C-level stakeholders and manage challenging conversations.
Nice to have
- Exposure to crypto or digital assets.
- Experience with Slack, Trello, HubSpot, or similar workplace communication and project tools.
Culture & Benefits
- Hybrid work in London with Wednesday office breakfasts, regular team socials, office fruit, and a full bar.
- £3,000 personal training budget.
- Cycle to Work scheme, discounted gym membership, corporate discounts, and a travel loan.
- Company pension plan and health, dental, and life insurance.
- 25 days of annual leave plus bank holidays, an extra birthday day, and social volunteering leave.
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