Account Manager

About us

We are a company made up of people who enjoy coming to work and solving problems together. Our culture is built around our core values of teamwork and communication, respect and trust, flexibility, challenge and achievement, and innovation and dependability. We pride ourselves on our collaborative, supportive approach. As a growing company, we empower our people to operate independently whilst shaping their own career paths. Our aim is for the new Implementation & Account Manager to become a key and valued member of the team.

The role

We are looking for an engaging, enthusiastic and highly customer-focused individual to join our growing RegTech business. You will be responsible for managing implementations of the TAINA platform and ensuring a seamless transition into long-term client ownership. Following successful implementation, the role transitions into ongoing account management, where you will take ownership of the client relationship, ensuring strong engagement, satisfaction, and long-term success. You will work closely with clients at all levels, acting as a trusted partner and primary point of contact, ensuring consistent delivery, responsiveness, and a high standard of service.

Key responsibilities

• Implementation
  • Act as the senior TAINA representative throughout implementations for assigned clients
  • Plan, track and manage all implementation activities to ensure timely delivery
  • Work closely with clients to resolve queries and challenges during implementation
  • Build strong relationships with key stakeholders
  • Escalate issues appropriately and ensure prompt resolution
• Account Management
  • Own and develop long-term client relationships, ensuring high levels of satisfaction and retention
  • Act as the main point of contact and escalation for clients
  • Schedule and lead regular client meetings, including operational and strategic reviews
  • Manage contractual obligations including SLAs, renewals and usage
  • Maintain a strong understanding of client needs and objectives
  • Deliver a high standard of communication – listening, understanding and providing solutions
  • Conduct regular business reviews and ensure clear follow-up on actions
• Customer Success & Continuous Improvement
  • Identify opportunities to improve processes and client outcomes
  • Contribute to the development and implementation of best practices across Customer Success
  • Ensure strong alignment between clients and internal teams (Product, Technology, Customer Success)
  • Support the ongoing evolution of the client experience as the company scales

Requirements

• Highly organised, with strong attention to detail and a customer-first mindset
• Excellent communication and interpersonal skills, with the ability to build trust at all levels
• Strong problem-solving ability with a proactive and analytical approach
• Experience managing relationships with senior stakeholders within financial institutions
• Proven experience delivering complex implementations or managing client accounts in a SaaS or financial services environment
• Strong programme or project management experience
• Ability to prioritise and perform under pressure

Essential: Experience working with FATCA and CRS regulations

Desirable: Background in financial services, tax operations, or regulatory technology

Why work for TAINA?

• Structured career development and training opportunities
• Empowerment to make decisions and deliver results
• Dedicated time for personal development
• A collaborative, learning-focused culture
• Competitive salary and benefits
• Share options
• A close-knit team where you can make a real impact