Senior Account Lead - Client Success

About this role

About us

ClearBank was built on the belief that banking infrastructure would no longer slow down progress. Instead, it’s the catalyst that unlocks the potential to innovate. That’s why our clients — financial institutions from fintech’s and crypto platforms, to banks and credit unions — use our API to power their banking infrastructure.

But we wouldn’t be ClearBank without our people. They’re what powers our innovative technology and the reason we love what we do every day. We’re a group of spirited people who are never afraid to challenge the norm – becoming stronger, more energised, and that much better when we’re together.

It’s our belief in fairness, autonomy and choice that means our people are empowered with the tools to learn, grow, and contribute to ours and our clients’ success.

Interested in joining us? Read on or visit our website for more information.

About you

As a Client Director, you will join our Client Success team and play a crucial role in maintaining and growing a portfolio of some of our largest and high-growth clients. Reporting to the Head of Client Success, you’ll be a part of a fast-growing business that is challenging the market and doing things differently.

You'll take ownership of a portfolio of ClearBank's Enterprise grade clients, committing to their success, and relentlessly work to remove barriers to adoption, both within their organisation and cross-functionally within ClearBank. You will be responsible for ensuring the success of our clients and driving revenue growth.

And you’ll be joining one of the fastest-growing tech companies in the UK, according to Deloitte Fast 50. You will be:

- Managing and maintaining a portfolio of Enterprise client relationships, ensuring their satisfaction and success with ClearBank's services.

- Delivering a high-quality and positive client experience, building strong relationships and trust with your clients, working towards their strategic goals.

- Achieving clear client retention and revenue growth goals by proactively identifying and capitalising on upselling and cross-selling opportunities, working towards an annual quota.

- Collaborating closely with internal stakeholders, including Sales, Finance, Financial Crime, Legal, Marketing, and Customer Operations teams.

- Representing and being an advocate for your clients within ClearBank, ensuring their needs and requirements are understood and addressed.

- Conducting regular and quality engagement with your clients, maintaining a strong presence and providing ongoing support.

- Managing a regular cadence of communication and conduct business reviews with clients

What we are looking for

- Previous experience in commercial/sales focused relationship management roles.

- Proven track record of achieving client retention and revenue growth targets through upselling and cross-selling to existing clients.

- Knowledge of the banking industry and financial products is required.

- Strong communication and interpersonal skills, able to effectively engage with clients and internal stakeholders at all levels, including c-suite executives.

- Excellent problem-solving skills, able to identify and overcome barriers to adoption and drive client success.

- Ability to collaborate and work effectively across multiple teams, fostering a culture of teamwork and shared goals.

- Strong organisational skills, able to manage multiple client relationships and prioritise tasks effectively.

- Inquisitive and comfortable asking questions about clients' business goals, ideal state, and pain points.

- Ability to analyse multiple problems, develop and drive solutions.

- Confidence in working in the unknown, taking initiative, and designing processes when they don't yet exist.

- Passion for technology and being part of a fast-growing company.

- Good organisational skills and high attention to detail.

- Proactive and resourceful, able to take ownership and drive results.

A little bit more about us!

ClearBank is Where You Can belong:

At ClearBank we think about Diversity, Equity and Inclusion (DE&I) a lot. Not because we think we should. But because we know we should – how else can we build a happy workforce and be successful as a business. We’re committed to making sure our teams reflect society. And we put energy and effort into making this a place where everyone feels at home, where they’re given the trust and encouragement to do their very best work. Here are some of the things we’re most proud of:

- 42% of our senior management roles are held by women

- Our enhanced family leave policies

- Launching our partnership with Code First Girls

- Increasing awareness of neurodiversity in the workplace through our partnership with the Inclusive Group

Our hiring process and what you can expect:

Application: a member of our talent acquisition team will review your application against the key requirements for the role and let you know within two weeks whether you’re moving forward to the next stage;

Screening: You’ll spend 30-45 minutes speaking to one of our recruiters learning more about the role and ClearBank, and we’ll get it know more about you, your experience and how your skills align with the role (this will be via phone or Teams video call). You can expect to hear back from us within seven days following this meeting (if things are taking longer than expected, we’ll let you know that too);

First Interview: You’ll spend one hour with a member of our hiring team focusing on your skills, competencies and your ways of working at the same time we’ll give you time to ask more questions about the role, the team and learn more about the ClearBank culture. This will be via Teams.

Second Interview: This will be a competency-based interview with one or more members of our team.

Final Stage: You will have a final meeting with the Head of Department. This will be around 45-60 minutes.

Offer: Congratulations! Get ready to transform…