Account Manager - Poland

Taskize Limited; City Of London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A fintech company in London is seeking an Account Manager to oversee client relationships and ensure product adoption. The role involves onboarding clients, monitoring account health, and collaborating with internal teams to resolve issues. Ideal candidates have 3-5 years' experience in account management and a degree in finance or business. Strong organizational and interpersonal skills are essential. This position offers a dynamic work environment focused on client success.

Qualifications

• 3-5 years' experience in customer success or account management role.
• Strong organizational skills and attention to detail.
• Ability to build strong client relationships.

Responsibilities

• Act as primary contact for day-to-day client questions and escalations.
• Support onboarding of new teams and client product setup.
• Monitor client accounts and identify trends for upsell opportunities.

Skills

Customer success strategies

Account management

Organizational skills

Interpersonal skills

Salesforce

Analytical thinking

Education

Degree in finance, business, economics, or related field

Tools

Salesforce

Job description

Job Description

Account Manager

Taskize is a London-based fintech, building a problem resolution network for the financial industry. In our first few years since going live, we have signed over 600 banks in 85 countries. Our clients’ back‑office operations teams use Taskize to quickly connect with the right people with the right skills in the right firms, to resolve issues quickly & efficiently.

Everyone at Taskize is focused on building a great business, and we are all aligned towards the same goal – creating a great solution.

Role Objectives

This role focuses on both the operational and relationship management aspects of our client base, delivering exceptional experiences that drive product adoption and revenue growth. You will act as the primary day‑to‑day contact for financial institutions, overseeing smooth onboarding, ensuring ongoing satisfaction, and supporting retention of our services. Working closely with senior Account Managers, you’ll contribute to team initiatives while also managing your own client workstreams to nurture and expand existing relationships. This position is ideal for someone passionate about fintech and dedicated to helping clients succeed.

You will be.

• The first point of contact for day‑to‑day client questions, escalations, and requests.
• Support the Client Experience team in onboarding new teams & use cases – including product set‑up, training, and documentation.
• Monitor client accounts and usage metrics to identify trends, risks, and opportunities.
• Coordinate with internal teams (product, engineering, compliance, operations) to resolve client issues promptly.
• Maintain client records, notes, and actions in the CRM system.
• Assist in preparing business reviews, adoption reports, and success plans.
• Gather client feedback and share insights with the product team to influence roadmaps.
• Help identify upsell/cross‑sell opportunities with existing accounts.

Skills & Experience

• Degree or equivalent experience in finance, business, economics, or related field.
• 3-5 years' experience in a customer success, account management, or client‑facing support role.
• Strong organisational skills and attention to detail.
• A collaborative nature and an ability to build broad client relationships as well as galvanising and influencing internal relationships.
• Able to quickly learn & convey product knowledge, conference engagements and technical product demonstrations.
• Self‑motivated, energetic, results‑oriented, hard‑working and dynamic.
• Strong interpersonal and communication skills (listening, verbal, written, presentation).
• Highly organised and excellent planning skills, able to work under pressure, and able to meet deadlines.
• Experienced in the use of sales tools such as Salesforce.
• Quick learner, analytic and rational thinking, able to analyse and interpret data, polite, problem solver.

General

Taskize is a growing company, and as a key member of the team, we expect you to make proactive contributions of your own. Helping out colleagues and contributing to a talented tech company is also required as we grow and scale.

Taskize is committed to promoting the values of diversity and inclusion throughout the business. Whether it’s through recruitment, retention, career progression or training and development, we are committed to improving opportunities for people regardless of their background or circumstances.