Our client operates at the intersection of data, AI, and financial services expertise. Their platform gives banks and financial institutions something genuinely hard to build in-house: a decision intelligence capability that draws on decades of proprietary data, advanced analytics, and deep sector knowledge — delivered directly into the workflows where commercial decisions get made. The result for their clients is faster, better-informed decisions that drive profitable growth and stronger customer relationships. This is a London-based hybrid role.
The offical job title for this role is Client Management Executive. This is a senior level role.
Financial institutions face sustained pressure to grow profitably, sharpen customer economics, optimise product and channel performance, and make sharper decisions faster. Our client sits at the centre of that challenge for some of the most significant banks and insurance firms in the UK. This role sits at the centre of those relationships.
As Client Management Executive, you will own and develop a portfolio of Tier 1 and mid-tier banking and insurance clients. This is not a passive account management position. You will be in rooms with Heads of Retail, Heads of Product, and Heads of Trading, helping them translate data and analytics into concrete commercial outcomes. Whether that means optimising deposit and lending performance, sharpening customer acquisition strategy, improving renewal and retention dynamics, or applying market benchmarks to sharper commercial execution, the expectation is that you understand their business well enough to make the insight land.
You will be accountable for retention, renewal, and revenue growth across your portfolio, with full ownership of the commercial relationship from strategy through to contract.
What You’ll Do
- Own a portfolio of major banking and insurance clients, driving retention, renewal, and revenue expansion across Tier 1 and mid-tier institutions
- Act as a strategic partner to executive stakeholders, connecting their commercial priorities to data, AI, and advisory solutions
- Build and execute disciplined account plans that identify growth opportunities across deposits, lending, and customer acquisition, and construct the narrative that secures buy-in
- Lead commercial negotiations and pricing, structuring deals that create lasting mutual value
- Help clients embed data products, benchmarks, and decision tools into their regular operating rhythm, moving from project-based engagement to recurring, productised adoption
- Work cross-functionally with Sales, Advisory, and Product to bring integrated solutions to complex client challenges
- Keep pipeline and forecast data current and accurate in Salesforce or equivalent CRM
- Represent the client perspective internally, influencing product development and holding delivery to a high standard
- Contribute to the wider commercial culture: sharing what works, developing peers, and raising the quality of client engagement across the team
What We’re Looking For
- Ideally 8–15+ years in financial services, SaaS, or analytics in a sales, account management, or client leadership capacity
- A demonstrable track record managing a book of £1–2.5M+ ARR and closing six-figure deals
- Genuine credibility with C-suite executives in UK banking and/or insurance — built through commercial results, not just proximity
- Substantive understanding of banking and/or insurance economics: how these businesses make money, where the pressure points lie, and what good performance actually looks like
- The ability to take complex analytical output and shape it into a clear, commercially relevant narrative that executive audiences can act on
- Strong commercial judgement, comfortable with deal structuring, pricing strategy, and P&L fluency
- A collaborative style and high emotional intelligence; able to perform in a PE-backed, results-oriented environment
- Intellectual curiosity and resilience, you find complex client problems engaging, not exhausting
What Success Looks Like
Success here is measured in the depth and commercial value of the relationships you build: higher retention, expanding recurring revenue, greater client adoption of core products, and a consistent ability to identify where data and expertise can make a material difference to a client’s decisions.
Internally, it means stronger account discipline, better quality feedback flowing into Product and Advisory, and a more scalable approach to enterprise client management.
The expectation is that you operate as a senior commercial leader — trusted by clients because you understand their business, respected internally because you raise the bar, and effective at converting complex financial-services challenges into clear growth opportunities.
#J-18808-Ljbffr…