Senior Account Lead - Client Success

ClearBank Ltd; Greater London; On-site; GBP 90,000 - 130,000; Full time

Job summary

ClearBank is seeking a Client Director to join our Client Success team. You will own a portfolio of Enterprise grade clients, ensuring their success and removing adoption barriers across their organisation and within ClearBank.

Reporting to the Head of Client Success, you will drive revenue growth, upsell opportunities, and cross-sell to meet annual quotas, while collaborating with Sales, Finance, Legal and Marketing to deliver outstanding client experiences.

Qualifications

• Experience in commercial/sales relationship management.
• Proven track record of client retention and revenue growth.
• Knowledge of banking products and the financial services industry.
• Strong communication and stakeholder management, including executive level.

Responsibilities

• Manage and grow a portfolio of Enterprise clients.
• Deliver high-quality client experience and build trust.
• Achieve retention and revenue growth targets through upselling and cross-selling.
• Collaborate with Sales, Finance, Legal, Marketing, and Customer Ops.
• Advocate for clients and address their needs within ClearBank.
• Conduct regular engagement and business reviews with clients.

Skills

Relationship management

Upselling & cross-selling

Banking industry knowledge

Communication skills

Problem solving

Cross-functional collaboration

Organisational skills

Curiosity / asking questions

Analytical thinking

Adaptability to unknowns

Tech enthusiasm

Proactive mindset

Job description

About us

ClearBank was built on the belief that banking infrastructure would no longer slow down progress. Instead, it’s the catalyst that unlocks the potential to innovate. That’s why our clients — financial institutions from fintech’s and crypto platforms, to banks and credit unions — use our API to power their banking infrastructure.

But we wouldn’t be ClearBank without our people. They’re what powers our innovative technology and the reason we love what we do every day. We’re a group of spirited people who are never afraid to challenge the norm – becoming stronger, more energised, and that much better when we’re together.

It’s our belief in fairness, autonomy and choice that means our people are empowered with the tools to learn, grow, and contribute to ours and our clients’ success.

Interested in joining us? Read on or visit our website for more information.

About you

As a Client Director, you will join our Client Success team and play a crucial role in maintaining and growing a portfolio of some of our largest and high-growth clients. Reporting to the Head of Client Success, you’ll be a part of a fast-growing business that is challenging the market and doing things differently.

You’ll take ownership of a portfolio of ClearBank's Enterprise grade clients, committing to their success, and relentlessly work to remove barriers to adoption, both within their organisation and cross-functionally within ClearBank. You will be responsible for ensuring the success of our clients and driving revenue growth.

And you’ll be joining one of the fastest-growing tech companies in the UK, according to Deloitte Fast 50. You will be:

• Managing and maintaining a portfolio of Enterprise client relationships, ensuring their satisfaction and success with ClearBank's services.
• Delivering a high-quality and positive client experience, building strong relationships and trust with your clients, working towards their strategic goals.
• Achieving clear client retention and revenue growth goals by proactively identifying and capitalising on upselling and cross-selling opportunities, working towards an annual quota.
• Collaborating closely with internal stakeholders, including Sales, Finance, Financial Crime, Legal, Marketing, and Customer Operations teams.
• Representing and being an advocate for your clients within ClearBank, ensuring their needs and requirements are understood and addressed.
• Conducting regular and quality engagement with your clients, maintaining a strong presence and providing ongoing support.
• Managing a regular cadence of communication and conduct business reviews with clients

What we are looking for

• Previous experience in commercial/sales focused relationship management roles.
• Proven track record of achieving client retention and revenue growth targets through upselling and cross-selling to existing clients.
• Knowledge of the banking industry and financial products is required.
• Strong communication and interpersonal skills, able to effectively engage with clients and internal stakeholders at all levels, including c-suite executives.
• Excellent problem-solving skills, able to identify and overcome barriers to adoption and drive client success.
• Ability to collaborate and work effectively across multiple teams, fostering a culture of teamwork and shared goals.
• Strong organisational skills, able to manage multiple client relationships and prioritise tasks effectively.
• Inquisitive and comfortable asking questions about clients' business goals, ideal state, and pain points.
• Ability to analyse multiple problems, develop and drive solutions.
• Confidence in working in the unknown, taking initiative, and designing processes when they don't yet exist.
• Passion for technology and being part of a fast-growing company.
• Good organisational skills and high attention to detail.
• Proactive and resourceful, able to take ownership and drive results.

A little bit more about us!

ClearBank is Where You Can belong:

At ClearBank we think about Diversity, Equity and Inclusion (DE&I) a lot. Not because we think we should. But because we know we should – how else can we build a happy workforce and be successful as a business. We’re committed to making sure our teams reflect society. And we put energy and effort into making this a place where everyone feels at home, where they’re given the trust and encouragement to do their very best work. Here are some of the things we’re most proud of:

• 42% of our senior management roles are held by women
• Our enhanced family leave policies
• Launching our partnership with Code First Girls
• Increasing awareness of neurodiversity in the workplace through our partnership with the Inclusive Group

We’re unable to provide specific individual feedback at the application or screening stage but know that your application was reviewed and considered carefully.

We wish you the best of luck with your application and maybe we’ll be celebrating your new role at ClearBank soon!

Equal Opportunities

ClearBank is committed to ensuring equal opportunities throughout every stage of the recruitment process. ClearBank recognises that diversity is vital to the long-term success of the business in the communities and markets in which it operates. ClearBank is also a firm believer that an inclusive culture fosters greater employee engagement and collaboration.

ClearBank strives for diversity and inclusion of all forms, including (but not limited to): gender, age, educational and professional background, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, colour, nationality, ethnic or national origin, religion or belief and sexual orientation.

As part of the Company’s commitment to equal employment opportunity, we provide reasonable adjustments, to candidates during the recruitment process, including to individuals with disabilities. We want to create a safe space that welcomes everyone so please let us know how we can accommodate you. In case you have any accessibility requirements you can share that with our Talent Acquisition team prior to your interview stage, if applicable.

The legal bit

By submitting your CV to ClearBank Limited you are providing your consent for us to use the information you provide for recruitment purposes. For more information on how we manage your data go and check out our Candidate Privacy Notice on the ClearBank website to see how we process, manage and look after your data. You are also allowing us to communicate with you by email and telephone for recruitment purposes.