About the Role

• We’re looking for a customer-obsessed Account Manager to build and manage long-term relationships with our fintech clients. You’ll be the primary point of contact for a portfolio of customers ensuring satisfaction, identifying growth opportunities, and serving as a trusted advisor on how to maximize the value of our fintech solutions and product offerings.

Key Responsibilities

• Manage a portfolio of clients, ensuring high satisfaction, retention, and revenue growth.
• Serve as the main contact post-onboarding guiding clients through product usage, performance insights, and strategic support.
• Identify upsell/cross-sell opportunities and work with sales to execute.
• Build deep product knowledge to educate clients and troubleshoot user issues.
• Collaborate with product, support, and compliance teams to resolve customer challenges and communicate updates.
• Monitor client usage data and flag underperformance, churn risks, or expansion potential.
• Conduct regular business reviews and performance check-ins with clients.

Qualifications

• 3-5 years of experience in account management, customer success, or client services ideally in fintech or financial services.
• Strong communication and interpersonal skills, with the ability to manage both strategic conversations and day-to-day support.
• A customer-first mindset with problem-solving skills and commercial awareness.
• Experience working with tools like Salesforce, HubSpot, or other CRM platforms.
• Bonus: Familiarity with cross-border payments, FX, APIs, or B2B financial platforms.

What We’re Looking For

• Someone who thrives in fast-paced, tech-enabled environments.
• Comfortable managing client expectations while aligning with internal goals.
• Ability to translate client feedback into product or process improvements.
• A relationship-builder who is proactive, analytical, and growth-minded.

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