FinTech Client Relationship Lead — Remote & Growth

Placements24; Sandton; Hybrid; ZAR 480,000 - 720,000; Full time

Benefits offered by this job

Competitive contract rate

Flexible remote working

Growth opportunities

Fintech exposure

Job summary

Placements24 is partnering with a prominent fintech client to recruit a Customer Relationship Manager. The role is primarily remote with occasional client meetings in Sandton, focused on managing a portfolio of key accounts and delivering value through financial products.

You will build durable relationships, identify upsell opportunities, conduct regular reviews, onboard new clients, and collaborate with sales, product, and support teams to drive retention and revenue growth in a dynamic

Qualifications

• Experience in account management or relationship management in fintech or financial services.
• Proven track record of building long-term client relationships.
• Excellent communication, negotiation and presentation skills.

Responsibilities

• Manage and grow relationships with a portfolio of key clients.
• Serve as primary contact, addressing inquiries and concerns promptly.
• Understand client objectives and financial needs.
• Identify opportunities to upsell and cross-sell relevant products and services.
• Conduct regular client reviews to assess satisfaction and improve service.

Skills

Account management

Relationship management

Communication skills

Presentation skills

Negotiation

Financial services

Education

Bachelor's degree in Business, Finance, Marketing, or related field

Tools

Salesforce

MS Office

Job description

Placements24 is partnering with a prominent fintech client to recruit a Customer Relationship Manager. The role is primarily remote with occasional client meetings in Sandton, focused on managing a portfolio of key accounts and delivering value through financial products.

You will build durable relationships, identify upsell opportunities, conduct regular reviews, onboard new clients, and collaborate with sales, product, and support teams to drive retention and revenue growth in a dynamic