Account Manager-Fintech

Sales Lead / Account Manager (Fintech / Digital Assets)

Our client is hiring a Sales Lead / Account Manager to drive new business through proactive lead generation and manage ongoing relationships with existing clients. This is a high-impact, dual-focus role where you’ll own the full sales cycle, from outreach and qualification through onboarding, retention, and revenue growth, while building long-term client partnerships that fuel sustainable growth.

What you’ll be responsible for:

Lead generation & new client acquisition

• Identify, research, and qualify new prospects across relevant markets
• Build and maintain a strong pipeline through outbound outreach, networking, events, and digital channels
• Engage prospects with a clear, confident articulation of product value
• Manage the full lead cycle from initial outreach to client confirmation and acceptance

Client relationship management

• Act as the primary relationship owner for assigned clients
• Manage and grow a portfolio of existing accounts
• Drive client satisfaction, retention, and long-term engagement
• Keep detailed documentation of client interactions and account plans
• Handle escalations proactively and ensure timely resolution

Revenue growth & commercial execution

• Deliver monthly/quarterly/annual revenue growth aligned with business strategy
• Identify and execute upsell and cross-sell opportunities
• Lead commercial discussions, renewals, and contract negotiations
• Prepare and deliver proposals, presentations, and commercial documentation
• Produce accurate forecasts and contribute to revenue planning

Account performance & pipeline management

• Track account performance, revenue trends, and pipeline activity via CRM
• Measure performance against KPIs and adjust approach to hit targets
• Monitor client usage/adoption to spot and unlock growth opportunities

Cross-functional collaboration

• Partner with Product, Operations, Compliance, Finance, and Tech to ensure smooth onboarding and service delivery
• Share client insights and market feedback to support product evolution
• Support development of competitive programs, workflows, and sales enablement tools

Market insight & opportunity development

• Stay close to market trends, competitor activity, and customer feedback
• Spot emerging needs and new commercial opportunities
• Build knowledge across digital assets, FX, and trading technology to support consultative selling

Process improvement & operational excellence

• Help refine and improve sales processes and methodologies
• Recommend enhancements to systems, workflows, and marketing automation
• Contribute to building scalable, efficient sales practices

Team leadership & coaching (for Sales Lead level)

• Assess strengths and development areas within the sales team
• Provide hands-on coaching to Account Managers
• Help sharpen qualification processes and closing strategies
• Foster a culture of high performance and continuous improvement

Skills:

• 3–5 years in sales, account management, or business development
• Proven results in lead generation, client acquisition, and account growth
• Strong understanding of pipelines, qualification, and commercial negotiations
• Confident with CRM systems and digital prospecting tools
• Strong communication, presentation, and negotiation skills
• Highly organised; able to manage multiple priorities with precision
• Interest or background in blockchain, fintech, FX, or trading technology is a plus

Attributes that will help you thrive

• Commercially sharp, proactive, and target-driven
• Relationship-first mindset with strong client ownership
• Comfortable operating across both “hunter” and “farmer” modes
• A builder: you enjoy improving processes, playbooks, and ways of working