Customer Account Director

at  Ebury

London, England, United Kingdom -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate17 Sep, 2024Not Specified19 Jun, 2024N/ALeadership,FintechNoNo
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Description:

Ebury is a hyper-growth FinTech firm, named in 2021 as one of the top FinTechs to work for by Glassdoor and AltFi. We offer a range of products including FX risk management, trade finance, currency accounts, international payments and API integration.

ABOUT YOU:

We’re seeking a highly motivated and experienced individual to join our team and take charge of managing and expanding our key B2B client relationships. Your exceptional communication presentation and relationship building skills will be crucial in building strong partnerships with our existing clients and achieving our performance and revenue targets.

  • 5+ years of client management experience across FX or Fintech.
  • A strong understanding of FX markets and global economic impacts
  • Proven success managing a portfolio of enterprise size clients and evidence of prioritising client requests

and relationships.

  • Ambition and drive to grow existing client contracts through partnership expansion and product upsells.
  • An analytical mind who can dive deep into data, identify patterns and generate insights for the benefit of

our customers.

  • Excellent communication and presentation skills. You keep people engaged and have a strong ability to

‘read the room’ to know what you should say or show next to clients.

  • Leadership and professionalism

o You have demonstrable line or team management experience in a client facing setting
o You naturally set the tone for world-class client servicing and instill confidence and trust when dealing with
clients or internal stakeholders at every level
o You have clear people management abilities and can deal with a wide range of internal and external issues
and stakeholders simultaneously whilst supporting training structures and team development.
o You have demonstrable experience and success within a senior account management function (payments

preferred, or similar background) having sole responsibility for enterprise level relationships.

  • Product knowledge

o Technical understanding of payment products/methods and confidence discussing payment
strategies/solutions with high level stakeholders.
o Dealing with live currency trade booking, banking information, figures and high value/volume payments and

clients - accuracy of work is key

  • Commercial awareness

o Self-starting approach to analysing your client’s trends, identifying commercial opportunities for growth.
Proactively thinking ahead to anticipate your client’s strategy and account for their every need from a
service perspective
o Confidence to promote the company offering through cross-selling, and awareness to identify new
opportunities to grow new and existing key accounts (and finding answers within the wider business where
needed)
o Head for numbers - exchange rates, profit margins and an understanding of commercial implications
o You have the vision to lead client strategy calls or commercial reviews, bringing your insights and objectives

to fruition through clear communication and management of different stakeholders

  • Ownership and accountability

o No stone is left unturned, and you take true ownership for your accounts, driving the operational and
commercial success by understanding every aspect of the relationship
o Helping the team to identify issues preemptively (e.g., payment dates, banking data etc.), and constant
awareness of the ‘’big picture’’
o You have an aptitude for operational and technical understanding, particularly around client escalations and
issue resolution, and know how to manage an issue to completion with professionalism, efficiency,
accountability, and sensitivity
o You’ll be able to balance between your technical product knowledge and senior relationship management
skills. You’re the type of person who truly embodies ‘’owning’’ your accounts, expertly switching between

internal and external stakeholders at all levels to drive relationships and deliver results

  • Experience with Microsoft suite (particularly excel) and Google Suite advantageous but not essential
  • Interest in currency markets advantageous but not essential

LI-AK1

LI-onsite

portfolio of accounts. Keeping the client experience a priority

  • Anticipating needs and improvements of accounts and fully understanding these key relationships
  • Establishing touchpoints and maintain proactive, regular contact with client-side stakeholders acros

Responsibilities:

  • Line management for a sub-team who will be assisting you in the service delivery of a portfolio of clients, including:
  • Monitoring and driving team performance (client service levels, response times, driving account

success/growth) for our service execs

  • Direct line management of Lead and Client Services Executives including workload distribution, productivity,

report production, meeting setting, QA, and KPIs.

  • Accountable for service delivery KPIs/ SLAs
  • Team development – Carrying out performance reviews and setting personal targets/training strategies.

Maintaining the quality and efficient delivery of our training programs

  • Driving departmental change and process improvement as well as engaging internal stakeholder to drive

additional services in line with anticipated growth strategies

  • Overall responsibility for team processes
  • Product expertise
  • You’ll be a ‘go to’ person on our payments platform, internal architecture, our technical capabilities and

wider services. You will know our systems and products inside out (e.g. Trading platform, trade financing,
hedging facilities) whilst proactively driving ongoing integration and product development initiatives with

your clients

  • You’ll guide our service quality ethos and inform our client approach with our teams internally to maintain

industry-leading standards, leading by example for how to deliver exceptional service

  • Presentations and live technical demos/training as necessary to clients, prospects as well as internal

stakeholders

  • Provide and support the client with the full onboarding cycle to ensure a smooth and successful start of our

collaboration

  • Developing a solid and trusting relationship with our Enterprise clients
  • Maintaining and actively enhancing our existing relationships, accountable for operational success of a

portfolio of accounts. Keeping the client experience a priority

  • Anticipating needs and improvements of accounts and fully understanding these key relationships
  • Establishing touchpoints and maintain proactive, regular contact with client-side stakeholders across

various levels

  • Embrace the challenge of exceeding expectations
  • Develop and implement strategic account plans to achieve revenue targets and strengthen relationships

with key enterprise clients

  • Maximise growth by closely monitoring, analysing, and identifying commercial opportunities including:
  • Analysis of payment data/trends to draw insights (month-on-month trend analysis) and make operational

and commercial suggestions to relevant stakeholders

  • Build and present internal reporting on KPI/ SLA progress and account commercial performance whilst

working with our data teams and departmental heads to hone our analysis methods

  • Work closely with commercial counterparts within the division to maximise awareness of opportunities

through reporting/monitoring and tracking/driving growth from an operational standpoint

  • Contribute to the success of our dynamic B2B sales team through organic client growth and prospect

commercial strategies.

  • Proactively identify and pursue upsell and cross sell opportunities within existing accounts
  • Work closely with operational teams to:
  • Act as escalation point/main point of contact for handling and resolving escalated issues where necessary
  • Conduct regular reviews with operational client services counterparts on account performance to identify

opportunities for operational or commercial improvements

  • Regularly monitor service levels to deliver against SLAs / KPIs
  • Conduct and maintain tracking of client service reviews
  • Drive operational/service improvements and efficiency through mediating between clients and internal

teams to see through to completion

  • Project manage the onboarding of new clients, following the correct procedures and timeframes
  • You may be required to carry out duties outside of the responsibilities listed as may be necessary from time to time


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Banking/Mortgage

Banking / Insurance

Accounts Management

Graduate

Proficient

1

London, United Kingdom