Relationship Manager

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:

• 4-6 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