Clear Junction

Client Relationship Manager

Clear Junction

full-time

Posted on:

Location Type: Hybrid

Location: London • United Kingdom

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Job Level

Junior

About the role

  • Build and maintain strong business relationships with clients.
  • Monitor client business changes, challenges, and needs.
  • Conduct client analysis to understand strategy, expansion plans, and pain points.
  • Advise clients on optimising CJ services or transitioning to better-suited solutions.
  • Report key client insights and analysis to the Head of the Relationship Management Department.
  • Notify the Risk and Compliance Department of significant client business changes.
  • Develop and execute problem-solving and revenue growth strategies.
  • Keep accurate records in SuiteCRM and HubSpot.
  • Track client transactions and revenue trends.
  • Analyse quality of service metrics and client-related complaints.
  • Conduct client surveys and review feedback.
  • Implement action plans to enhance client satisfaction and business performance.
  • Identify upsell and cross-sell opportunities for existing clients.
  • Lead client negotiations and finalise updated client solutions.
  • Prepare and manage client offers, securing necessary approvals.
  • Draft and negotiate contracts, ensuring compliance and approvals.
  • Serve as a first line of defence on AML, financial crime, and sanctions risks.
  • Assess and manage client debt, negotiating repayments where necessary.
  • Recommend service suspension or contract termination for overdue debts (subject to senior management approval).
  • Facilitate testing and implementation of new products and services.
  • Gather and process client feedback for service and software improvements.
  • Propose enhancements to proprietary software, statistical reports, and CRM functionality.
  • Ensure complete and accurate record-keeping within CRM systems.
  • Maximise the utilisation of CRM tools for efficiency and tracking

Requirements

  • Proven experience as a Client Relationship Manager or Sales within a B2B environment (Finance, Technology, Fintech)
  • 1-3 years of experience in Payments/FinTech/Banking/FX industries
  • High-level understanding of types of payment service providers, with a particular focus on bank transfers in the EU and UK
  • General understanding of CRM practices
  • Customer oriented mindset
  • Excellent communication and problem solving skills
  • Aptitude for fostering positive relationships
  • Knowledge of International regulation, compliance and AML / KYC frameworks
  • Working knowledge of a European language is a strong plus.
Benefits
  • Access to the company bonus scheme.
  • 25 days holiday (plus bank holidays).
  • Life assurance of 4 x salary, plus critical illness protection.
  • Private medical insurance after probation period.
  • Hybrid Working: 3 days in the office.
  • Work in a friendly, growing team.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
client analysisproblem-solving strategiesrevenue growth strategiescontract negotiationrecord-keepingCRM practicesservice metrics analysisclient feedback processingupsellingcross-selling
Soft skills
communication skillsproblem solvingrelationship buildingcustomer orientationnegotiation skillsanalytical skillsadaptabilityteam collaborationclient satisfaction focusstrategic thinking
Certifications
AML certificationKYC certification