The Role
Own and grow a portfolio of fintech clients by building strategic relationships, supporting retention, resolving escalations, identifying upsell opportunities, and coordinating internal teams. Maintain CRM and Salesforce reporting, guide clients on operational best practices, manage stakeholder communications, and contribute to customer success process improvements. The role requires experience in customer success, account management, or sales within payments, banking, FX, or fintech.
Summary Generated by Built In
Who are we?
At OpenPayd, we are building a universal financial infrastructure to power the growth of the digital economy. Our rails-agnostic approach empowers any business to move and manage money globally - across both traditional rails and stablecoins — at scale, and in real time.
The OpenPayd platform delivers a suite of banking and payments infrastructure: accounts in over 40 currencies, FX, on/off ramp, international and domestic payments, Open Banking services – all via a single API.
A global network of licences alongside our best-in-class tech is why we're trusted by 1200+ enterprise clients to process over $300 bn volume annually.
How will you add value to the OpenPayd journey?
- Own and develop an assigned portfolio of clients, building long-term relationships that support satisfaction and retention.
- Build trusted relationships with key stakeholders and understand their strategic priorities and operating needs.
- Act as the main point of contact for complex queries, escalations and strategic account direction.
- Identify relevant cross-sell and upsell opportunities that strengthen client outcomes and increase account value.
- Lead account-planning conversations with internal teams and client stakeholders, capturing requirements and agreeing clear actions.
- Coordinate Operations and other OpenPayd teams to resolve issues and deliver an effective end-to-end client experience.
- Monitor client communication channels and provide proactive, timely support.
- Share best-practice guidance that helps clients improve their operations and initiatives, and monitor the resulting outcomes.
- Maintain accurate CRM records and Salesforce reporting, and contribute to continuous-improvement projects across the Customer Success team.
The ideal candidate will have the following:
- Two to three years' experience in a customer-facing role in customer success, account management or sales within FX, banking, cross-border payments, fintech or a similar environment; exposure to crypto or digital assets is desirable.
- Direct experience of supporting customers from a range of backgrounds and building effective stakeholder relationships.
- A general understanding of FX, bank transfers, fintech and PSD2, together with an interest in payments and financial infrastructure.
- A basic understanding of APIs and confidence discussing client requirements with internal teams.
- Proficiency with CRM systems, preferably Salesforce, including reporting and accurate client management.
- Confidence using Microsoft Office and workplace communication or project tools such as Slack, Trello or HubSpot.
- The ability to drive projects, improve operational efficiency and propose practical solutions.
- Excellent communication skills, including the confidence to manage challenging conversations and influence C-level stakeholders.
- A proactive, self-motivated approach and a willingness to go beyond the baseline to support clients.
Our perks and benfits:
- Personal training budget - £3000
- Cycle to Work scheme
- Discounted gym membership - £80 towards any gym
- Corporate discounts via PerkBox
- Travel loan
- Company Pension plan
- Health, Dental & Life Insurance
- Wednesday office breakfasts, office fruits and a full bar & regular team socials
- 25 days annual leave plus the Bank Holidays, extra day off for Birthday & Social Volunteering
We’d like you to take a read of our Talent Acquisition AI Transparency and Privacy Notice which explains how we collect and process your personal data. Please read our notice carefully. By submitting the application button, we will consider that you aware of it.
We are looking forward to receiving your CV.
OpenPayd Talent Team
To all recruitment agencies: OpenPayd does not accept speculative agency resumes. Please do not forward resumes to our jobs alias, OpenPayd employees or any other company location. OpenPayd is not responsible for any fees related to unsolicited resumes. OpenPayd will only accept CV's from the partners with relevant agreement via the People and Talent team only.
#LI-DNI
Skills Required
- Two to three years of experience in a customer-facing role in customer success, account management, or sales within FX, banking, cross-border payments, fintech, or a similar environment
- Experience supporting customers from varied backgrounds and building effective stakeholder relationships
- General understanding of FX, bank transfers, fintech, and PSD2
- Basic understanding of APIs and ability to discuss client requirements with internal teams
- Proficiency with CRM systems, preferably Salesforce, including reporting and accurate client management
- Confidence using Microsoft Office and workplace communication or project tools such as Slack, Trello, or HubSpot
- Ability to drive projects, improve operational efficiency, and propose practical solutions
- Excellent communication skills, including managing challenging conversations and influencing C-level stakeholders
- Proactive, self-motivated approach and willingness to provide additional client support
- Exposure to crypto or digital assets
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The Company
What We Do
Embedded Finance for the digital economy OpenPayd is a leading global payments and banking-as-a-service platform that provides a range of banking and payment services to both financial and non-financial institutions. Our services are underpinned by a global network of licences and are accessible through a single API. These include IBANs, open banking, e-money accounts, FX conversion, local and international payments, card processing and debit cards. We believe that all businesses - irrespective of their size or industry - should be able to access the best payment and banking services. We provide all of our services through a simple, flexible and scalable platform.
