Senior FinTech Account Manager (Hybrid) – Cape Town

Placements24; Cape Town; Hybrid; ZAR 480,000 - 560,000; Full time

Benefits offered by this job

Hybrid work model

Health and wellness programs

Professional certifications

Pension fund contributions

Job summary

Placements24 in Cape Town is seeking an experienced Account Manager to nurture and expand relationships with existing clients in the fintech space. The role combines remote work with a hybrid Cape Town office presence, focusing on client retention, upselling opportunities and delivering exceptional value.

You will manage a portfolio of financial services clients, conduct business reviews, and collaborate with product and sales teams to optimize client outcomes.

Qualifications

• Minimum of 4 years of experience in account management or client-facing sales within fintech or financial services.
• Proven ability to manage and grow a book of business, exceeding retention and revenue targets.
• Strong understanding of financial markets, banking, or investment management principles.

Responsibilities

• Manage a portfolio of key accounts within the financial services sector.
• Develop account growth strategies to increase revenue through upselling and cross-selling.
• Conduct regular business reviews with clients to assess needs and utilization of solutions.
• Serve as the main point of contact for client inquiries and requests.
• Collaborate with internal teams to deliver seamless client experiences.
• Monitor client health and mitigate churn risks.
• Educate clients on new product features and industry best practices.
• Gather client feedback to inform product roadmap and service improvements.
• Prepare and present account performance reports to senior management.

Skills

Account management

Relationship building

Communication skills

Presentation skills

Hybrid work

Education

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

Tools

Salesforce

Job description

Placements24 in Cape Town is seeking an experienced Account Manager to nurture and expand relationships with existing clients in the fintech space. The role combines remote work with a hybrid Cape Town office presence, focusing on client retention, upselling opportunities and delivering exceptional value.

You will manage a portfolio of financial services clients, conduct business reviews, and collaborate with product and sales teams to optimize client outcomes.