At a Glance
- Tasks: Manage and grow a portfolio of BaaS and white-label clients in the CFD and crypto space.
- Company: Equals Money, a dynamic fintech company focused on innovation and client success.
- Benefits: Competitive salary, 28 days holiday, gym access, healthcare, and flexible working options.
- Other info: Join a diverse team that values inclusion and encourages unique perspectives.
- Why this job: Take ownership of client relationships and drive growth in a fast-paced fintech environment.
- Qualifications: 4+ years in account management with knowledge of B2B payments and fintech.
The predicted salary is between 50000 - 65000 £ per year.
About the role
You will own a portfolio of BaaS and white-label clients in the CFD and crypto space, acting as their day-to-day commercial relationship lead. Your job is to keep these accounts growing - building strong partnerships, spotting cross-sell and upsell opportunities, and helping each client get more value from their Equals Money programme. It is a commercial role with real ownership: you will run your own account plans, lead client reviews, negotiate renewals, and be measured on revenue against monthly and annual targets.
What you will do
- Own and grow a portfolio of BaaS and white-label clients (CFD and crypto focused) worth upwards of £2m, against monthly and annual revenue targets.
- Build and execute a clear account plan for each client, with prioritised growth opportunities, agreed milestones and a rolling forecast.
- Be the day-to-day commercial point of contact across the lifecycle of each client's programme – from go-live, through scaling, to renewal.
- Identify and secure cross-sell and upsell opportunities across FX, payments, multi currency accounts and card products.
- Lead Monthly Account Reviews with your clients and maintain accurate forecasts on HubSpot.
- Negotiate new and renewing contracts, including pricing, commercial terms and SLAs.
- Build and maintain strong multi-level relationships across each client – commercial, product, operations and compliance contacts.
- Work closely with our internal Product, Compliance and Operations teams to deliver a great client experience and unblock issues quickly.
- Monitor pricing, FX margins and account activity through our MI dashboards to protect revenue and spot opportunities.
- Stay close to CFD and crypto market trends and bring those insights into client conversations.
- Represent Equals at industry events and client meetings as a credible, knowledgeable partner.
What you will bring
- Minimum 4 years' account management experience in B2B payments, BaaS or fintech.
- Working knowledge of BaaS and white-label programmes.
- Industry knowledge of CFD and crypto clients.
- Good payments knowledge – IBANs, BICs, international payment rails and routing principles.
- Sound knowledge of API integrations and how they underpin payment and card products.
- CRM experience with HubSpot – pipeline, forecasting and account activity.
- Commercially driven, target driven, and a genuine can-do attitude.
- Strong negotiation skills – confident handling pricing conversations and contract terms.
- Excellent stakeholder management – able to build trust at multiple levels of a client.
- Strong presentation and proposal skills – clear, structured, and tailored to the audience.
- Good analytical skills – able to interpret reporting and turn data into actions.
- Organised and structured – disciplined approach to account planning, forecasting and follow-ups.
- Confident communicator, both written and verbal.
- Comfortable working in a regulated business where compliance, security and innovation work side by side.
Benefits
- A competitive salary benchmarked against a peer group.
- 28 days holiday per year.
- Free onsite Nuffield Health gym & pool (London) and discounted gym membership elsewhere.
- Interbank currency rates on travel money and international transfers.
- AXA Private Healthcare.
- Free Eye Test and £50 up to the cost of glasses.
- EAP Service - Mental Health Services.
- Life Assurance Policy - x4 annual salary.
- Contributory pension scheme.
- Cycle to Work Scheme.
- Season Ticket Loans.
- Enhanced Parental Policies.
- Complimentary tea, coffee, soft drinks and fruit.
Where possible we offer the opportunity to work flexibly and the opportunity to balance some remote working with time in the office collaborating, taking part in events and developing the social connections that make working with us rewarding. Equals strives to create a workplace where we can all be ourselves. We believe in inclusion, equality and the power of diversity, so you'll be encouraged to bring your unique perspectives and experiences, and help us understand what you need to do your best work.
Key Account Manager employer: Equals Group
At Equals, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation. As a Key Account Manager, you will enjoy competitive benefits including a generous holiday allowance, private healthcare, and opportunities for professional growth, all while working in a supportive environment that values diversity and inclusion. Our London office features excellent facilities, including a free onsite gym, ensuring a healthy work-life balance as you build meaningful relationships with clients in the fast-paced fintech sector.
StudySmarter Expert Advice🤫
We think this is how you could land Key Account Manager
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Equals Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Key Account Manager
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Equals Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Equals Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Equals Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Equals Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Equals Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Equals Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
