Account Manager

Space Executive; London; On-site; GBP 40,000 - 70,000; Full time

Job summary

A leading financial services provider is seeking an Account Manager to oversee a portfolio of strategic accounts in London. The role involves nurturing client relationships, driving upsell opportunities, and ensuring long-term client success. Ideal candidates will have a proven background in account management or client success within B2B SaaS or fintech, with strong communication and commercial skills.

Qualifications

• Proven experience in account management or client success within financial services.
• Strong track record of growing client portfolios through upsell and cross-sell.
• Excellent communication skills to engage stakeholders at all levels.

Responsibilities

• Manage a portfolio of 5-10 strategic accounts, acting as primary contact.
• Identify and execute upsell and cross-sell opportunities.
• Work closely with internal teams to ensure a seamless customer experience.

Skills

Client Success

Account Management

Commercial Acumen

Relationship Building

Communication

Organisation

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.