Client Services Associate – Strategic Accounts
Interpolitan Money
full-time
Posted on:
Location Type: Hybrid
Location: Mumbai • India
Visit company websiteExplore more
About the role
- **Retention**
- - Own a defined portfolio of strategic accounts with explicit retention and engagement targets
- - Monitor account health indicators including activity levels, service issues, delays, and sentiment
- - Identify early warning signs of churn and take proactive action to stabilise accounts
- - Maintain continuity and trust across the client lifecycle
- **Client Relationship**
- - Build trusted working relationships with key client stakeholders
- - Lead structured check-ins focused on service performance, upcoming needs, and satisfaction
- - Translate client feedback into concrete retention actions
- - Support commercial conversations by ensuring service delivery aligns with client expectations and value
- **Internal delivery**
- - Coordinate across Compliance, Operations, Payments and Commercial teams to resolve issues that threaten retention
- - Escalate with commercial context including revenue impact, client value, and urgency
- - Take end-to-end ownership of client outcomes rather than task completion
- **Revenue protection**
- - Understand the revenue profile of each strategic account, including fees, FX activity, and usage
- - Flag accounts at risk of downgrade, inactivity, or exit
- - Identify opportunities to increase engagement through additional products, services, or structures in partnership with Sales or Relationship Managers
- - Support cross-sell and upsell initiatives by preparing accounts operationally and strategically.
- **Data, CRM/performance tracking**
- - Maintain accurate CRM data including account value, retention status, risks and opportunities
- - Track retention KPIs and contribute to reporting on churn, recovery, and account growth
- - Use data to prioritise effort towards the highest-value and highest-risk accounts
Requirements
- **Essential**
- - Experience in client services, account management, customer success, or retention-focused roles within financial services or regulated environments
- - Demonstrated ownership of client outcomes, not just service processes
- - Commercial awareness and comfort being measured against retention or revenue-linked KPIs
- - Ability to manage complex conversations with clients around issues, expectations, and solutions
- - Strong prioritisation skills across high-value and at-risk accounts
- **Desirable**
- - Experience in Customer Success or revenue retention models
- - Familiarity with account health scoring or churn prevention frameworks
- - Experience working alongside sales or relationship management teams
Benefits
- - Opportunity to learn and develop new skills
- - Quarterly team celebrations
- - Attractive Employee Private Health
- - 25 days annual leave
- - Compulsory Birthday off
- - ESOP Participation
- - 2 days annually to volunteer for an initiative or charity
- - Annual company Unplugged Week
- **Why You'll Love Working Here: **
- - Be part of a fast-growing, internationally recognised business shaping the future of alternative banking
- - Deliver impact across a global client base with the autonomy and support to do meaningful work
- - Access opportunities for growth, whether through cross-functional projects, regional exposure, or internal development pathways
- - Join a collaborative, values-driven team where excellence, discretion, and ambition are celebrated
- - Benefit from structured training, leadership visibility, and a hybrid work model designed to bring out your best
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
CRM data managementretention KPIsaccount health scoringchurn prevention frameworksrevenue retention models
Soft Skills
client relationship managementcommercial awarenessprioritisation skillscomplex conversation managementtrust building