- Develop and maintain strong, long-term relationships with assigned key accounts.
- Serve as a trusted advisor by deeply understanding clients’ business goals and how our solutions support them.
- Oversee smooth onboarding, training, and product adoption for key clients.
- Act as a liaison between clients and internal teams (Product, Support, Compliance).
- Monitor client health and proactively address risks of churn or dissatisfaction.
- Lead Quarterly Business Reviews (QBRs) to discuss performance, gather feedback, and explore upselling opportunities.
- Identify growth opportunities, including cross-selling and upselling fintech products or services.
- Maintain up-to-date knowledge of product features, regulatory changes, and industry trends to advise clients effectively.
- Use CRM systems to manage pipelines, document interactions, and forecast renewals or expansions.
- Resolve escalated issues in a timely and professional manner.
1-2 years of experience in account management or client success, preferably in a fintech, SaaS, or banking environment.Strong understanding of financial products, digital payments, or compliance-related topics (KYC/AML).Excellent communication, negotiation, and presentation skills.Proven ability to manage multiple high-value clients with attention to detail.Tech-savvy with experience using CRM tools (e.g., odoo, HubSpot)Analytical mindset and ability to derive insights from customer dataGood English level .