Senior Account Lead - Client Success
About us
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.
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
Application
Screening
First Interview
Second Interview
Final Stage
Offer
Our commitment to you as a candidate
Equal Opportunities
The legal bit
Not included in the source posting: what you'll do, qualifications.
Skills
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