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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in relationship management and account retention, leveraging data to prioritize client engagement and growth opportunities. Proficient in collaborating with cross-functional teams to enhance client experience and resolve account issues.
Highest-signal resume keywords
Relationship ManagementAccount ManagementClient RetentionData AnalysisCross-Functional Collaboration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Portfolio ManagementRevenue TrackingTransaction AnalysisEngagement MetricsClient Onboarding
Soft Skills
Proactive Problem-SolvingStrong OrganizationEffective CommunicationFollow-Through
Tools & Technologies
CRM Software
Industry Keywords
B2B ClientsPaymentsFintechBankingCross-Border Payments
About the role
Key responsibilities & impact- Manage and retain a portfolio of existing North American business clients
- Build relationships with key client stakeholders and understand their business and international payment needs
- Identify declining usage, revenue risk, churn indicators, and account health issues
- Develop and execute plans to retain at-risk clients
- Help newly onboarded clients reach meaningful transaction activity
- Re-engage dormant and underutilized clients
- Identify opportunities to increase usage of relevant products and services
- Partner with Onboarding, Operations, Compliance, and Product to resolve barriers to growth
- Track revenue, transaction activity, engagement, and risk across the portfolio
- Prioritize activity based on client value, growth potential, and likelihood of churn
- Generate and qualify expansion opportunities and client referrals
- Record opportunities in the CRM and hand them to Sales colleagues
- Work with Sales through the handoff to maintain a consistent client experience
- Surface recurring issues and recommend improvements to the client experience
- Provide regular updates on retention, activation, account risks, and growth opportunities
Requirements
What you’ll need- Experience in relationship management, account management, customer success, or a similar commercial, client-facing role
- Experience managing a portfolio of B2B clients and accountability for retention or growth
- Ability to use revenue, transaction, and engagement data to prioritize action
- Confidence engaging senior client stakeholders and addressing difficult account issues
- Strong organization, follow-through, and CRM discipline
- Proactive approach to client outreach, problem-solving, and cross-functional work
- Comfort working with North American clients whose business and payment needs may span multiple countries and time zones
- Helpful: experience in payments, fintech, banking, FX, or financial services
- Helpful: knowledge of cross-border payments and internationally active businesses
- Helpful: experience with activation, revenue retention, or account health targets
Benefits
Comp & perks- Vibrant, diverse, and inclusive workplace culture
- Collaborative environment
- Opportunity to contribute to the future of international payments
