Client Relationship Manager (Financial Account Manager (FINTECH))

About this role

Job Description & Details.

About Us

We are a FinTech Business Consulting & SaaS. At our core, we believe that building exceptional financial technology is about creating trust, ease, and reliability. Based in the heart of Birmingham, we are scaling an alternative business finance solution platform designed to connect founders and financial institutional lenders seamlessly. We pride ourselves on cultivating a warm, collaborative, innovative and forward-thinking workplace where every team member is empowered to shape our product's future.

Job Overview

We are seeking an ambitious, analytical, and commercially driven FinTech Client Relationship Manager (Finance) to spearhead the growth, management, and retention of our core portfolio of businesses and financial institutional, lenders, brokers and commercial borrowers.

In this role, you will act as the vital linchpin between our Fintech platform and our diverse users. You will leverage your financial markets expertise and relationship-management acumen to onboard corporate users, drive platform product adoption, monitor risk-adjusted user account performance, and ensure smooth operational execution across the connected finance & investment world.

It also involves managing and nurturing relationships with our business clients within the financial technology sector, ensuring their needs are met with exceptional service and tailored solutions. The ideal candidate will possess strong communication skills, a strategic mindset, and experience in B2B sales, with a passion for driving client success and business growth. This position offers an exciting opportunity to work within a fast-paced, forward-thinking environment dedicated to transforming financial services through technology.

Key Responsibilities & Deliverables

1. Portfolio Management & Account Growth

• Own, manage, and expand a designated portfolio of high-value business accounts, consisting of institutional lenders, corporate borrowers...