Account Lead - Client Success

Job description

Let’s transform banking forever ClearBank is built on the belief that banking infrastructure shouldn’t slow down progress. Quite the opposite. Speed it up and that’s when you unlock potential. When you really start to innovate. That spirit and ‘can-do’ attitude is why our clients – from FinTech's and crypto platforms, to banks and credit unions – choose to use our API to power their banking infrastructure. But it’s our people who are the stars here. They power that innovation, push harder to break boundaries. They make coming to work (or working from home) fun. They’re the ones we trust to catapult our clients to success. Just as they trust us to build a business that’s always striding forward. What you can expect: ClearBank is a place where you can do things differently and challenge the status quo. We will give you a high level of autonomy and transparency, and we trust you to make the right decisions for the bank. Your mission: As an Account Lead in our Mid-Market Client Management team focused on Client Success, you’ll be responsible for building and maintaining strong, trusted relationships with a portfolio of existing and new clients. You’ll develop a deep understanding of our clients’ businesses, priorities and evolving needs, helping them get the most from their relationship with ClearBank while ensuring we continue to deliver positive client outcomes. You’ll identify opportunities to deepen and grow those relationships through appropriate cross-sell and upsell opportunities, working collaboratively across ClearBank to connect clients with the products and solutions that meet their needs. Key Responsibilities · Own and develop strong, trusted relationships with existing Mid-Market clients, acting as a key point of contact and developing a detailed understanding of their businesses, priorities and evolving needs. · Develop and execute client account plans that support successful, long-term relationships and identify opportunities to deepen client engagement. · Proactively engage clients through regular relationship and account reviews, maintaining an understanding of their performance, priorities, challenges and future plans. · Identify and progress cross-sell and upsell opportunities within existing accounts, connecting client needs with relevant ClearBank products and capabilities to support sustainable account growth. · Build relationships across…