Account Manager

Pareto; Greater London; On-site; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Comprehensive benefits

Job summary

Pareto is launching an exclusive London‑based business centre to provide high‑value corporate clients with in‑person account support, strategic reviews, and a personalised banking relationship.

We are hiring an inaugural cohort of Account Specialists to manage client portfolios, host stakeholders on‑site, and act as primary trusted advisers, shaping a premium service model for a leading fintech.

Qualifications

• 1–2 years of experience in account management, client relationship management, or B2B sales.
• 3+ years total professional work experience.
• Strong problem‑solving and operational abilities.
• High‑level communication and interpersonal skills.
• Commercial mindset with a track record of hitting retention/growth targets.
• Ability to balance multiple client relationships and competing priorities.
• Based in or able to commute full‑time to London.
• Prior exposure to FX, international payments, multi‑currency accounts, or SME banking products.
• Hands‑on proficiency with CRM systems (e.g. Salesforce, HubSpot).

Responsibilities

• Manage an assigned portfolio of high‑value business clients as their dedicated contact for day‑to‑day needs and strategic reviews.
• Collaborate with Head of Business Operations to establish workflows and ensure long‑term centre success.
• Host clients on-site for onboarding sessions, check-ins, and high‑touch support.
• Conduct structured business reviews to identify evolving client requirements and opportunities to add value.
• Drive product adoption across multi‑currency accounts, batch payments, corporate cards, and API integrations.
• Resolve client issues with Risk, Compliance, and Product teams for rapid resolution.
• Monitor retention, platform usage, and customer satisfaction to flag risk and expansion potential.
• Maintain up‑to‑date CRM records of interactions, pipelines, and activity.
• Synthesize customer insights to inform Product and Service teams for centre improvements.
• Embodies the company’s brand values in all in‑person client interactions.

Skills

CRM proficiency

Client relationship management

Communication

Problem solving

Commercial mindset

Multi-tasking

London commuting

FX/international payments exposure

CRM systems (Salesforce/HubSpot)

Tools

Salesforce

HubSpot

Job description

Our client is a global financial technology company dedicated to making international money management and cross-border payments seamless, transparent, and affordable for individuals and businesses worldwide. Their business division equips enterprises with multi-currency accounts, fast international payments, and cash flow management tools without the high costs of traditional banking.

The company is expanding this offering by launching an exclusive, in-person business centre designed to provide high-value corporate clients with a dedicated, relationship‑led service akin to private banking.

The Opportunity

A new London‑based business centre is launching to provide select business clients with in‑person account support, strategic reviews, and a personalised banking relationship. We are hiring an inaugural cohort of Account Specialists to lead this service: managing client portfolios, hosting stakeholders on‑site, and acting as their primary trusted adviser. This is a ground‑floor opportunity to help define the standard of premium client management for an industry‑leading fintech, with direct input into how the centre and service model develop.

Key Responsibilities

• Manage an assigned portfolio of high‑value business clients, serving as their dedicated point of contact for day‑to‑day requirements and strategic account reviews.
• Partner closely with the Head of Business Operations to establish operational workflows and ensure the centre's long‑term success.
• Host clients face‑to‑face at the centre for onboarding sessions, regular check‑ins, and ad hoc support, delivering a high‑touch, white‑glove experience.
• Conduct structured business reviews to analyse evolving client requirements and identify strategic opportunities to add value.
• Identify and drive product adoption across the business product suite, including multi‑currency accounts, batch payments, corporate cards, and API integrations.
• Resolve client issues directly, coordinating with Risk, Compliance, and Product teams to ensure rapid resolution.
• Monitor account health metrics—including retention, platform usage, and customer satisfaction—to proactively flag risk and expansion potential.
• Maintain accurate, up‑to‑date records of client interactions, pipelines, and activity within the CRM.
• Synthesise customer insights and feed them back to Product and Service teams to help iterate and enhance the centre’s offering.
• Emb­ody the company’s brand values and professional standards across all in‑person client interactions.

Qualifications & Requirements

• 1–2 years of experience in account management, client relationship management, or B2B sales.
• 3+ years of total professional work experience.
• Strong problem‑solving and operational abilities, with the versatility to contribute to team building beyond core relationship management.
• High‑level communication and interpersonal skills, with the presence and confidence to host clients in a premium setting.
• A commercial mindset with a demonstrated track record of hitting retention, growth, or satisfaction targets.
• Proven ability to balance multiple client relationships, operational tasks, and competing priorities simultaneously.
• Based in or able to commute full‑time to the London location.
• Prior exposure to FX, international payments, multi‑currency accounts, or SME commercial banking products.
• Hands‑on proficiency with CRM systems (e.g. Salesforce, HubSpot).

What’s on Offer

• Competitive base salary plus comprehensive benefits package.
• The opportunity to shape an innovative, high‑visibility service model from the ground up alongside senior leadership.
• Structured career progression into senior relationship management or operational leadership roles as the centre expands.