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- Tasks: Engage with clients to ensure satisfaction and retention in a fast-paced fintech environment.
- Company: Join a leading Fintech company dedicated to supporting small businesses with vital funding.
- Benefits: Enjoy a competitive salary, performance bonuses, and opportunities for professional growth.
- Why this job: Be part of a dynamic team making a real impact on customer loyalty and satisfaction.
- Qualifications: University degree and 2+ years in customer relationship or sales, preferably in fintech.
- Other info: This is a junior role with limited progression for the first two years.
The predicted salary is between 30000 - 42000 £ per year.
This is an exciting opportunity to join a dynamic client retention team at a leading Fintech company specializing in providing vital funding to small businesses. With robust financial support, we seek an additional team member to help drive our ambitious growth initiatives.
The base salary is £42K with £8k-15k OTE. Please note that as this is a Junior role, progression is limited for the first 2 years.
Job Overview
As a Retentions Executive, you will be pivotal in maintaining customer loyalty and satisfaction within the fast-paced fintech sector.
You will be responsible for engaging with customers to ensure they continue seeing value in our cutting-edge financial products and services.
With a deep understanding of fintech solutions, you will help retain customers by addressing their concerns, resolving issues, and identifying opportunities to enhance their experience.
By maintaining strong, long-term relationships, you will directly reduce churn and increase customer lifetime value.
Key Responsibilities
- Assist clients with renewal funding processes, ensuring a seamless, efficient experience from initiation to completion.
- Liaise with the underwriting team to facilitate smooth communication and streamline the approval process for client funding.
- Follow up with a large database of previous clients to assess current funding needs and explore opportunities for future business.
- Develop and manage relationships with both existing and past clients, fostering long-term partnerships and client loyalty.
- Proactively engage with customers, ensuring satisfaction with our fintech solutions by addressing concerns and offering timely resolutions to prevent cancellations or service disruptions.
- Monitor customer feedback and data trends to gather insights for continuous product improvement and customer service enhancements.
Skills
- Strong Customer Relationship Management
- Problem Solving
- Negotiation Skills
- Strong professional phone manner
- Knowledge of Retention Metrics
Qualifications and Experience
- University Degree: 2/1 minimum
- 2 Years+ experience in Customer Relationship/Sales Experience ideally in FinTech
- Certifications: Any certifications related to fintech, customer success, or CRM systems would be advantageous.
Key Competencies
- Deep understanding of fintech products and services.
- High level of empathy and customer-centric approach.
- Ability to work under pressure in a fast-paced, innovation-driven fintech environment.
- Strong results orientation with a focus on customer satisfaction and retention.
- Proven ability to manage a high volume of calls with professionalism and efficiency.
Seniority level
Associate
Employment type
Full-time
Job function
Finance
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Finance Client Retentions Executive employer: Inspiring Search
Contact Detail:
Inspiring Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Client Retentions Executive
✨Tip Number 1
Familiarise yourself with the latest trends in fintech. Understanding the products and services offered by our company will not only help you during interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the fintech industry. Attend relevant events or join online forums to connect with others who work in client retention or customer success roles. This can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Prepare for role-specific scenarios. Think about how you would handle common customer concerns or retention challenges in a fintech context. Being ready to discuss these situations can set you apart from other candidates.
✨Tip Number 4
Showcase your problem-solving skills. Be ready to share examples of how you've successfully resolved customer issues in the past, as this is crucial for a Retentions Executive role. Highlighting your ability to maintain customer satisfaction will be key.
We think you need these skills to ace Finance Client Retentions Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in customer relationship management and sales, particularly within the fintech sector. Use specific examples that demonstrate your problem-solving skills and ability to retain clients.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your understanding of fintech products and how your background aligns with the responsibilities of a Retentions Executive. Be sure to include any relevant certifications.
Showcase Your Skills: Emphasise your strong professional phone manner and negotiation skills in both your CV and cover letter. Provide examples of how you've successfully managed client relationships and resolved issues in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application materials for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in a client-facing role.
How to prepare for a job interview at Inspiring Search
✨Show Your Fintech Knowledge
Make sure to brush up on your understanding of fintech products and services. Being able to discuss how these solutions benefit small businesses will demonstrate your expertise and enthusiasm for the role.
✨Highlight Customer Relationship Skills
Prepare examples from your past experiences where you've successfully managed customer relationships. Emphasise your problem-solving abilities and how you've retained clients in challenging situations.
✨Demonstrate Empathy
In a client retention role, empathy is key. Be ready to discuss how you approach customer concerns and ensure their satisfaction. Showing that you genuinely care about their needs can set you apart.
✨Prepare for Role-Play Scenarios
Expect to engage in role-play during the interview to showcase your phone manner and negotiation skills. Practising common scenarios can help you respond confidently and effectively.