Account Manager

Space Executive; City Of London; On-site; GBP 45,000 - 65,000; Full time

Job summary

A financial services provider in London is seeking an Account Manager to oversee a portfolio of strategic accounts. The role focuses on strengthening client relationships, identifying growth opportunities, and ensuring client satisfaction. Candidates should have experience in account management within financial services and skills in upselling and relationship-building.

Qualifications

• Proven experience in account management or client success within financial services.
• Strong commercial acumen and track record of growing client portfolios.
• Excellent relationship-building skills for stakeholder engagement.

Responsibilities

• Manage a portfolio of 5–10 strategic accounts.
• Identify upsell and cross-sell opportunities.
• Develop understanding of each client's business model.

Skills

Account management

Client success

Upsell strategies

Cross-sell strategies

Communication skills

Job description

Company Overview

Our client is a fast-growing, innovative financial services provider, specialising in helping businesses streamline their payments, currency management, and broader financial operations. Their mission is to deliver smart, accessible solutions that empower businesses to operate more efficiently and expand globally. With a strong focus on customer-centricity and technology-driven innovation, they work with a wide range of companies across multiple sectors.

Role Summary

This role is responsible for managing a portfolio of 5–10 strategic accounts, with a focus on deepening relationships, driving upsell and cross-sell opportunities, and ensuring long-term client success. You will act as a key partner to your clients, helping them maximise value from the full suite of solutions while identifying opportunities for growth.

Roles & Responsibilities

• Own and nurture a portfolio of key strategic accounts, acting as the primary point of contact and trusted advisor.
• Identify and execute upsell and cross-sell opportunities, helping clients adopt additional solutions that support their growth objectives.
• Develop a deep understanding of each client's business model and needs, ensuring high satisfaction, retention, and long-term partnership success.
• Work closely with internal teams (Sales, Product, Operations) to deliver a seamless customer experience and proactively resolve any challenges.

About You

• Proven experience in account management, client success, or a similar customer-facing role within financial services, payments, fintech, or B2B SaaS.
• Strong commercial acumen with a track record of growing client portfolios through upsell and cross-sell strategies.
• Excellent relationship-building and communication skills, able to engage with stakeholders at all levels.
• Highly organised, proactive, and goal-oriented, with the ability to manage multiple accounts without compromising quality of service.