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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in account management and client relationship building, with a strong focus on client retention, expansion strategies, and proactive risk management. Proven ability to communicate effectively across diverse audiences and manage complex portfolios in a B2B SaaS or fintech environment.
Highest-signal resume keywords
Account ManagementClient Relationship BuildingClient Retention StrategiesExpansion SalesB2B SaaS Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account Strategy DevelopmentRenewal OwnershipForecasting in CRMRisk IdentificationProduct Adoption
Soft Skills
Clear CommunicationTrust EstablishmentCollaborationResilienceCuriosity
Industry Keywords
FintechFinancial ServicesLendingB2BARR
About the role
Key responsibilities & impact- Serve as the primary point of contact and trusted relationship lead for a portfolio of Lendscape clients.
- Build multi-level relationships within each client organisation, from day-to-day users to senior stakeholders.
- Develop and maintain account strategies covering business objectives, product usage, risks and growth opportunities.
- Ensure client needs are heard, valued and well-served.
- Meet a 110% annual net retention target and 95% gross retention target.
- Monitor account health, including adoption, usage, satisfaction and sentiment, and act before issues escalate.
- Advocate internally for client needs, feedback and concerns.
- Own resolution of escalated issues and oversee the client support experience against SLAs.
- Achieve a 15% participation rate among active reference participants and deliver four new case studies annually where appropriate and allowed.
- Own the client relationship at go-live handoff from Delivery.
- Drive onboarding, product adoption and time-to-value after implementation.
- Coordinate the hyper-care period with the Delivery team.
- Own renewals and develop commercial strategies ahead of contract milestones.
- Identify and develop expansion opportunities through commercial closure with CRO support where required.
- Maintain renewal and expansion forecasts in the CRM.
- Generate references, testimonials and referrals where appropriate.
- Maintain visibility of ongoing delivery activity, including upgrades, module rollouts and change requests.
- Serve as senior client contact during project activity and coordinate with Head of Delivery / PS when delivery issues threaten the relationship.
- Collaborate with Account Management, Support, Delivery / PS, CRO, CPO and CTO.
Requirements
What you’ll need- Proven track record in account management, customer success or a client-facing commercial role — ideally in B2B SaaS or fintech.
- Experience managing complex, senior client relationships over multi-year engagements.
- Demonstrable success in retaining and growing client portfolios, including renewal ownership and expansion sales.
- Background in financial services, lending or financial technology is a strong advantage.
- Comfortable operating in a global organisation with clients and colleagues across multiple time zones.
- Ability to establish trust quickly at all levels, from operations teams to C-suite.
- Understanding of ARR, expansion, churn and how account management drives revenue outcomes.
- Proactive identification of risks and opportunities.
- Ability to manage a complex portfolio of accounts without dropping threads.
- Clear written and verbal communication across technical and commercial audiences.
- Understanding of fintech or lending.
- Client-first mindset, accountability, collaboration, resilience, calm under pressure and curiosity.
Benefits
Comp & perks- A clearly defined remit with genuine ownership of your client portfolio.
- A senior leadership team that values operational excellence and client outcomes.
- Close collaboration with Product and Technology — your client feedback shapes what gets built.
- A growing, ambitious company with real career development opportunities as we scale.
- Competitive salary and benefits package, with performance-based incentives linked to portfolio retention and growth.
