clearbank - Client Executive Mid-Market
Requirements
• Previous experience in relationship management and/or customer success roles. • Proven track record of achieving client retention and revenue growth targets. • Knowledge of the banking industry and financial products is required. • Strong communication and interpersonal skills, able to effectively engage with clients and internal stakeholders at all levels, including c-suite executives. • Excellent problem-solving skills, able to identify and overcome barriers to adoption and drive client success. • Ability to collaborate and work effectively across multiple teams, fostering a culture of teamwork and shared goals. • Strong organisational skills, able to manage multiple client relationships and prioritise tasks effectively. • Inquisitive and comfortable asking questions about clients' business goals, ideal state, and pain points. • Ability to analyse multiple problems, develop and drive solutions. • Confidence in working in the unknown, taking initiative, and designing processes when they don't yet exist. • Passion for technology and being part of a fast-growing company. • Good organisational skills and high attention to detail. • Proactive and resourceful, able to take ownership and drive results.
Responsibilities
• Managing and maintaining a portfolio of Mid-Market client relationships, ensuring their satisfaction and success with ClearBank's services. • Delivering a high-quality and positive client experience, building strong relationships and trust with your clients, working towards their strategic goals. • Achieving clear client retention and revenue growth goals by proactively identifying and capitalising on upselling and cross-selling opportunities, working towards an annual quota. • Collaborating closely with internal stakeholders, including Sales, Finance, Financial Crime, Legal, Marketing, and Customer Operations teams. • Representing and being an advocate for your clients within ClearBank, ensuring their needs and requirements are understood and addressed. • Conducting regular and quality engagement with your clients, maintaining a strong presence and providing ongoing support. • Managing a regular cadence of communication and conduct business reviews with clients
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