Manage a portfolio of corporate clients, focusing on strengthening relationships and supporting long-term growth. Take ownership of onboarding coordination and ensure services are implemented efficiently and accurately.
What You'll Do
- Monitor transaction activity, performance metrics, and account volumes to identify trends and areas for improvement
- Develop account plans, pricing proposals, and commercial documentation to support client needs
- Prepare reports and presentations for regular client and management reviews
- Respond to client inquiries and lead follow-up actions to resolve issues promptly
- Collaborate with internal teams across operations, risk, product, and technology to ensure seamless service delivery
- Maintain accurate records in CRM systems, track sales pipelines, and support forecasting efforts
- Assist with contract renewals and ensure compliance with KYC, regulatory, and risk policies
- Identify opportunities for cross-selling and upselling in alignment with client objectives
- Support initiatives aimed at increasing client satisfaction and retention rates
Requirements
- Proven experience in account management or client service within a corporate or B2B environment
- Strong organizational skills with the ability to manage multiple priorities
- Proficiency in CRM platforms and reporting tools
- Clear communication skills for interacting with clients and internal stakeholders
- Familiarity with compliance frameworks such as KYC and regulatory standards
Benefits
This role supports professional development through direct client engagement and cross-functional collaboration. You will gain exposure to strategic account planning and commercial operations within a structured corporate environment.
