Relationship Manager

OpenPayd; London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A financial technology company in London is seeking an experienced professional to manage corporate client relationships and improve customer satisfaction. The ideal candidate will have at least 4 years of experience in the FX or banking sector, alongside 10 years in client-facing roles. Strong understanding of APIs and Salesforce is necessary. The role offers competitive benefits, including a personal training budget and extensive annual leave.

Benefits

Personal training budget - £3000

Cycle to Work scheme

Discounted gym membership - £80 towards any gym

Corporate discounts via PerkBox

Travel loan

Company Pension plan

Health, Dental & Life Insurance

Office benefits - breakfasts and fruits

25 days annual leave plus Bank Holidays

Qualifications

• At least 4 years' experience in relevant financial sector.
• Minimum of 10 years in a client-facing role.
• Self-driven and motivated individual.

Responsibilities

• Maintain a portfolio of existing or new corporate customers.
• Manage delivery of issues solved by operations team.
• Initiate and participate in account planning sessions.

Skills

Experience in FX/Banking/Cross-border Payments

Client-facing role experience

Understanding of APIs

Proficiency in Microsoft Office

Familiarity with communication tools (Slack, Trello)

Proficiency in Salesforce

General understanding of Foreign Exchange

General understanding of Bank Transfers

Understanding of the Fintech industry

Understanding of PSD2

Tools

Salesforce

Microsoft Office

Slack

Trello

HubSpot

Job description

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Who are we?

OpenPayd is a universal financial infrastructure that powers the growth of the digital economy. By providing seamless, API-driven access to global financial services, OpenPayd enables businesses to move and manage money globally. The OpenPayd platform delivers a full suite of banking and payments services, including payment accounts, trading capabilities, international and domestic payments, and Open Banking services - all accessible via a single API. With a growing network of global banking partners, OpenPayd provides the robust banking infrastructure digital businesses need to thrive.

Our Mission

At OpenPayd, our mission is to power the growth of the digital economy. We believe that all businesses, regardless of their scale or industry, should be able to leverage the best payment and banking services. We aim to provide our services through a simple, flexible, and scalable platform.

How will you add value to the OpenPayd journey?

1. Maintaining a portfolio of existing or new corporate customers
2. Managing the delivery of issues solved by the operations team
3. Building relationships with our existing clients to meet revenue forecasts, increase revenue, and enhance their satisfaction
4. Establishing and maintaining long-term customer relationships, providing best practice advice to improve their operations and initiatives, and monitoring outcomes for OpenPayd
5. Initiating and participating in account planning sessions with internal teams and client's key stakeholders
6. Capturing new customer requirements to improve revenue and satisfaction
7. Monitoring client communication channels and proactively assisting customers
8. Liaising with other departments to deliver end-to-end client success

The ideal candidate will have the following:

• At least 4 years' experience in FX/Banking/Cross-border Payments and/or Financial Technologies or relevant with similar client verticals (Financial Institutions, Banking, Crypto, Gaming / FX Providers)
• Minimum of 10 years' experience within a client-facing role
• Experience working directly with customers from various backgrounds
• A basic understanding of APIs
• Proficiency in Microsoft Office
• Proficiency in modern workplace communication and project management tools (Slack, Trello, HubSpot, etc.)
• Proficiency in CRMs – Salesforce preferred
• A general understanding of Foreign Exchange
• A general understanding of Bank Transfers
• A general understanding of the Fintech industry
• A general understanding of PSD2
• A willingness to engage with customers and go above and beyond to deliver
• Ability to drive projects and lead operational efficiency by proposing new solutions
• Self-driven & motivated individual
• Strong understanding of Salesforce reporting and client management
• Excellent communication skills, able to handle challenging conversations and communicate persuasively at C-level

Our perks and benefits:

• Personal training budget - £3000
• Cycle to Work scheme
• Discounted gym membership - £80 towards any gym
• Corporate discounts via PerkBox
• Travel loan
• Company Pension plan
• Health, Dental & Life Insurance
• Friday office breakfasts, office fruits, a full bar & regular team socials
• 25 days annual leave plus Bank Holidays, an extra day off for Birthday & Social Volunteering
• Work office days policy: 4 out of 5 days in-office - Mon, Tues, Wed, Thur

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