clearbank - Account Lead - Client Success
Requirements
• · Strong knowledge and practical experience of the payments industry is essential, with the credibility to discuss payments propositions, client requirements and relevant industry developments with senior client stakeholders. • · Proven experience managing and developing existing B2B client relationships, ideally within payments, banking or financial services. • · Demonstrable experience of building trusted, long-term relationships with clients, understanding their objectives and using that insight to improve client outcomes. • · A track record of identifying and successfully progressing upsell and cross-sell opportunities within existing client relationships. • · Strong commercial skills, with the ability to balance client success, relationship retention and account growth. • · Experience conducting structured client and account reviews and translating client needs into clear actions and opportunities. • · Proven stakeholder management skills, with the ability to build credibility with decision makers and senior stakeholders within client organisations. • · Great communication, questioning and presentation skills, including the ability to make complex payments and banking topics clear and relevant for different audiences. • · Problem-solving and judgement, with the ability to coordinate stakeholders and maintain client confidence when navigating issues or competing priorities. • · Ability to work collaboratively across multiple internal teams to deliver positive outcomes for clients. • · Broader knowledge of banking infrastructure and embedded banking. • · Experience working with fintech, financial services or other regulated organisations. • · Experience managing complex client relationships involving multiple products and stakeholder groups.
Responsibilities
• · Own and develop strong, trusted relationships with existing Mid-Market clients, acting as a key point of contact and developing a detailed understanding of their businesses, priorities and evolving needs. • · Develop and execute client account plans that support successful, long-term relationships and identify opportunities to deepen client engagement. • · Proactively engage clients through regular relationship and account reviews, maintaining an understanding of their performance, priorities, challenges and future plans. • · Identify and progress cross-sell and upsell opportunities within existing accounts, connecting client needs with relevant ClearBank products and capabilities to support sustainable account growth. • · Build relationships across client organisations, developing effective connections with relevant decision makers and stakeholders and ensuring relationships are not dependent on a single point of contact. • · Act as an advocate for clients internally, bringing together the appropriate teams to address needs, resolve issues and support strong client outcomes. • · Collaborate across Product, Solutions, Operations, Risk, Compliance and other relevant teams to support clients effectively and ensure commitments and issues are progressed appropriately. • · Maintain a strong understanding of the payments landscape and ClearBank’s proposition, using this knowledge to have credible, commercially relevant conversations with clients and identify opportunities that meet their needs. • · Monitor the health and development of client relationships, proactively identifying risks, emerging needs and opportunities for further engagement. • · Support retention and sustainable growth across the existing client portfolio by combining excellent relationship management with appropriate commercial development.
Apply in one click
Upload My Resume
Drop here or click to browse · Tap to choose · PDF, DOCX, DOC, RTF, TXT