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For Companies At a Glance
- Tasks: Build and nurture long-term client relationships while ensuring high satisfaction levels.
- Company: A dynamic B2B fintech platform in a regulated environment.
- Benefits: Competitive salary, professional growth opportunities, and a supportive team culture.
- Why this job: Be the voice of clients and drive impactful change in a growing company.
- Qualifications: 5-7 years in account management with a strong understanding of complex workflows.
- Other info: Join a fast-paced environment with opportunities to refine client management processes.
The predicted salary is between 36000 - 60000 £ per year.
A growing B2B fintech platform operating in a regulated, enterprise environment is hiring an Account Manager to own and develop long-term client relationships across its customer base. This role is ideal for an experienced Account Manager who enjoys being close to customers, understands complex workflows, and takes pride in delivering a consistently high level of service while balancing commercial outcomes.
The role
- You will act as the primary point of contact for a portfolio of clients, ensuring strong engagement, structured communication, and long-term retention.
- You will work closely with internal teams to represent the client voice while also supporting business objectives such as renewals and account growth.
- The business already has a defined Customer Success framework in place and is looking for someone who can rigorously apply it, refine it, and help elevate the overall quality of client management as the company scales.
Key responsibilities
- Own and nurture long-term client relationships across a defined portfolio.
- Act as the main liaison between clients and internal team.
- Maintain a structured cadence of client communication and reviews.
- Ensure consistently high levels of client satisfaction and service delivery.
- Develop a deep understanding of the platform to represent it confidently to customers.
- Apply and improve the existing Customer Success framework across accounts.
- Balance client advocacy with commercial and operational priorities.
- Identify opportunities to improve processes, communication flows, and client experience.
What we are looking for
- 5 to 7 years of experience in account management or customer-facing roles.
- Background in SaaS is preferred, but experience from insurance, finance operations, broking, or credit control is also highly relevant.
- Strong understanding of complex, process driven or regulated environments.
- Experience with insurance or payment workflows is a strong advantage.
- Commercial mindset with experience supporting renewals and account growth.
- Confident communicator who can build trust with a range of stakeholders.
- Detail-oriented, structured, and comfortable working within defined frameworks.
Account Manager employer: SR2 | Socially Responsible Recruitment | Certified B Corporation
Contact Detail:
SR2 | Socially Responsible Recruitment | Certified B Corporation Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the fintech space and let them know you're on the lookout for an Account Manager role. Personal referrals can make all the difference, so don’t be shy about asking for introductions.
✨Tip Number 2
Prepare for those interviews by diving deep into the company’s platform and understanding their customer success framework. The more you know, the better you can showcase how you’ll elevate client management and drive account growth.
✨Tip Number 3
Practice your communication skills! As an Account Manager, you'll need to build trust with clients and internal teams alike. Role-play common scenarios with a friend or mentor to refine your approach and ensure you come across as confident and detail-oriented.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our platform.
We think you need these skills to ace Account Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Account Manager. Highlight your experience in account management and any relevant backgrounds, like SaaS or finance, to show us you’re the perfect fit.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about client relationships and how you’ve successfully navigated complex workflows in the past. Keep it engaging and personal!
Showcase Your Communication Skills: As an Account Manager, communication is key. In your application, demonstrate your ability to engage with clients and internal teams. Use clear, structured language to reflect your detail-oriented approach.
Apply Through Our Website: We love it when candidates apply directly through our website! It helps us keep track of applications and ensures you get the best experience. Plus, it shows us you’re genuinely interested in joining our team!
How to prepare for a job interview at SR2 | Socially Responsible Recruitment | Certified B Corporation
✨Know Your Clients Inside Out
Before the interview, take some time to research the company’s client base and their specific needs. Understanding the challenges they face in a regulated environment will help you demonstrate your ability to nurture long-term relationships effectively.
✨Showcase Your Communication Skills
As an Account Manager, communication is key. Prepare examples of how you've successfully engaged with clients in the past. Be ready to discuss how you maintain structured communication and ensure client satisfaction, as this will resonate well with the interviewers.
✨Familiarise Yourself with the Customer Success Framework
Since the company has a defined Customer Success framework, it’s crucial to understand what that entails. Think about how you can apply and improve existing processes. Bring ideas to the table on how you can elevate client management as the company scales.
✨Balance Client Needs with Business Goals
Prepare to discuss how you’ve balanced client advocacy with commercial outcomes in previous roles. Highlight your experience in supporting renewals and account growth while ensuring high levels of service delivery. This will show that you can think strategically while being client-focused.
