Client Success Executive

A bit 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.

Your Mission:

As a Mid-Market Client Success Executive, you will join our Client Success team and play a crucial role in maintaining and growing our portfolio of Mid-Market clients. Reporting to the Mid-Market Client Success Lead, you’ll be a part of a fast-growing business that is challenging the market and doing things differently.

Taking ownership of a portfolio of ClearBank's Mid-Market 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.

This includes:

• Managing and maintaining a portfolio of Mid-Market 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 client

Requirements

What we're looking for:

In addition to being an amazing Client Success Manager, other experience in:

• Relationship management and/or customer success roles.
• Knowledge of the banking industry and/or financial products is desirable.
• Proven track record of achieving client retention and revenue growth targets.
• 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.
• Inquisitive and comfortable asking questions about clients' business goals, ideal state, and pain points.
• Desirable if you have a passion for technology and being part of a fast-growing company.
• Strong communication and interpersonal skills, able to effectively engage with clients and internal stakeholders at all levels, including c-suite executives.

Benefits

What we offer:

• At ClearBank we have a flexible working philosophy, empowering our employees to manage their time in a way which allows them to meet both work and personal commitments, in partnership with their line manager
• 27 days annual leave per year, plus flexible bank holidays
• Option to work abroad for up to 30 days in a 12-month rolling period
• Regular company-wide socials
• Take a couple of days per year to volunteer with your chosen charity to do something bigger than ClearBank
• Private healthcare and discounted dental cover, with employee healthy living perks and discounts
• Enhanced family-friendly leave
• Plus, you’ll have the opportunity to join an innovative team that’s building a bank fit for the future
• Discretionary bonus
• Spacious and well-equipped new offices in London

More about us:

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.

By submitting your CV, you confirm that you can demonstrate you have the right to work in the UK. Regretfully we are not in a position to sponsor applicants for immigration purposes at the current time. By submitting your CV to ClearBank Limited you are providing your consent for us to use the information you provide for recruitment purposes. For more information on how we manage your data go and check out our Candidate Privacy Notice on the ClearBank website to see how we process, manage and look after your data. You are also allowing us to communicate with you by email and telephone for recruitment purpose