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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client relationship management and operational leadership within the financial services and consumer fintech sectors, with a strong focus on revenue expansion, account P&L ownership, and strategic negotiation. Proficient in leveraging digital platforms and customer engagement technologies to enhance service delivery and operational efficiency.
Highest-signal resume keywords
Client Relationship ManagementAccount P&L OwnershipFinancial Services ExperienceSaaS Platforms FamiliarityHigh-Performing Team Leadership
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 DirectionRevenue ExpansionContract RenewalsMargin ManagementOperational RedesignRisk-Control EnhancementsStrategic Narratives DevelopmentCommercial NegotiationsCross-Sell and Up-Sell StrategiesExecution Against SLAs
Soft Skills
MentoringInspiring LeadershipRelationship BuildingAdaptabilityProblem Solving
Tools & Technologies
CRM ToolsAI-Driven RoutingTelephony EnginesOmnichannel EnginesDigital Customer Service Tech StacksAutomated WorkflowsCustomer Engagement TechnologyProduct-Led Agile Environments
Industry Keywords
Consumer FinTechDigital BankingPaymentsNeo-BankingConsumer CreditFraud OperationsRisk OperationsDigital Wallet EcosystemsFinancial Services RegulationsHigh-Growth Company Experience
About the role
Key responsibilities & impact- Act as the strategic executive partner for a premier, high-growth consumer fintech disruptor
- Serve as the on-site client advocate and executive relationship owner
- Lead strategic QBRs, MBRs, and executive briefings
- Bridge product and business strategies with day-to-day service delivery
- Own the account P&L and drive revenue expansion, headcount scaling, and gross margin optimization
- Identify cross-sell and up-sell opportunities and spearhead SOW expansions
- Lead high-stakes commercial negotiations
- Coordinate with client product teams, compliance officers, and C-level stakeholders
- Orchestrate internal TaskUs teams across operations, workforce management, training, and technology
- Transform complex operational data into strategic narratives
- Ensure execution against contractual SLAs, CSAT/NPS targets, quality assurance, and transaction turnaround times
- Leverage digital platforms, customer engagement technology, and automated workflows to improve efficiency
- Monitor financial services regulations, consumer banking behavior, and emerging automation/AI tools
- Propose operational redesigns, risk-control enhancements, and innovative solutions
Requirements
What you’ll need- 8 - 12+ years of progressive client relationship management, account direction, or operational leadership within a high-growth company, managed services provider, or technology services consultancy
- Demonstrated experience within Financial Services, Consumer FinTech, or Digital Banking, including payments, neo-banking, consumer credit, fraud/risk operations, or digital wallet ecosystems
- Strong familiarity with modern SaaS platforms and digital customer service tech stacks, including CRM tools, AI-driven routing, telephony/omnichannel engines, and product-led agile environments
- Proven ability to navigate fast-moving, high-velocity environments where roadmaps evolve rapidly, ambiguity is common, and execution speed is critical
- Direct experience owning multi-million-dollar account P&Ls, contract renewals, margin management, and value-based negotiations
- Experience mentoring, inspiring, and managing high-performing client services or operational teams across distributed or global footprints
- Bachelor’s degree in Business, Finance, Technology, or a related field required
- Travel 25% - 30% domestically or internationally as business needs dictate
Benefits
Comp & perks- Competitive industry salaries
- Medical, dental, and vision insurance
- 401(k) with company match
- Paid time off including vacation, sick leave, and holidays
- Inclusive environment
- Internal mobility and professional growth opportunities
- Reasonable accommodations during the hiring process