Relationship Manager

 

 

Own and develop an assigned portfolio of clients, building long-term relationships that support satisfaction and retention.

Build trusted relationships with key stakeholders and understand their strategic priorities and operating needs.

Act as the main point of contact for complex queries, escalations and strategic account direction.

Identify relevant cross-sell and upsell opportunities that strengthen client outcomes and increase account value.

Lead account-planning conversations with internal teams and client stakeholders, capturing requirements and agreeing clear actions.

Coordinate Operations and other OpenPayd teams to resolve issues and deliver an effective end-to-end client experience.

Monitor client communication channels and provide proactive, timely support.

Share best-practice guidance that helps clients improve their operations and initiatives, and monitor the resulting outcomes.

Maintain accurate CRM records and Salesforce reporting, and contribute to continuous-improvement projects across the Customer Success team.

Two to three years' experience in a customer-facing role in customer success, account management or sales within FX, banking, cross-border payments, fintech or a similar environment; exposure to crypto or digital assets is desirable.

Direct experience of supporting customers from a range of backgrounds and building effective stakeholder relationships.

A general understanding of FX, bank transfers, fintech and PSD2, together with an interest in payments and financial infrastructure.

A basic understanding of APIs and confidence discussing client requirements with internal teams.

Proficiency with CRM systems, preferably Salesforce, including reporting and accurate client management.

Confidence using Microsoft Office and workplace communication or project tools such as Slack, Trello or HubSpot.

The ability to drive projects, improve operational efficiency and propose practical solutions.

Excellent communication skills, including the confidence to manage challenging conversations and influence C-level stakeholders.

A proactive, self-motivated approach and a willingness to go beyond the baseline to support clients.

Personal training budget - £3000

Cycle to Work scheme

Discounted gym membership - £80 towards any gym

Corporate discounts via PerkBox

Travel loan

Company Pension plan

Health, Dental & Life Insurance

Wednesday office breakfasts, office fruits and a full bar & regular team socials

25 days annual leave plus the Bank Holidays, extra day off for Birthday & Social Volunteering

 

We’d like you to take a read of our Talent Acquisition AI Transparency and Privacy Notice which explains how we collect and process your personal data. Please read our notice carefully. By submitting the application button, we will consider that you aware of it.

 

We are looking forward to receiving your CV.

 

OpenPayd Talent Team

 

To all recruitment agencies: OpenPayd does not accept speculative agency resumes. Please do not forward resumes to our jobs alias, OpenPayd employees or any other company location. OpenPayd is not responsible for any fees related to unsolicited resumes. OpenPayd will only accept CV's from the partners with relevant agreement via the People and Talent team only.

 

#LI-DNI