Referment is working with a financial services technology company that provides enterprise data management and automation platforms to banks, investment managers and corporates. Its commercial model is built on long-term client relationships, and this role sits at the centre of retaining and growing them.

The Role You’ll own the end-to-end commercial relationship for a large portfolio of enterprise accounts, acting as the senior point of contact for renewals, expansion and escalation. You’ll protect and grow recurring revenue, lead commercial negotiations across the renewal cycle and minimise churn risk, while building account growth plans that identify cross-sell and upsell opportunities across the wider product suite.

You’ll work closely with product, professional services and customer success colleagues so clients adopt new functionality and realise value, and you’ll act as the client’s internal advocate, feeding account and market intelligence back into product and leadership. Expect to maintain accurate account plans, pipeline and forecast data, and to report portfolio health to senior leadership.

What We’re Looking For

• Proven experience as a global or key account manager, or in a senior client relationship role, ideally with enterprise accounts in financial services or fintech.
• A track record of owning commercial relationships with C-level and senior stakeholders at banks, investment managers or corporates.
• Demonstrated ability to grow and retain a large multi-account portfolio, including renewals, negotiations and expansion at scale.
• Strong commercial and analytical skills, with confidence presenting account plans and forecasts to senior leadership.
• Excellent written and verbal communication, and the ability to build trusted relationships both with clients and across internal teams.

Desirable

• Experience with enterprise data management, data automation, reconciliation or capital markets data platforms.
• Regional coverage across the UK and EMEA, working with clients and colleagues in multiple markets.
• CRM proficiency, for example Salesforce or HubSpot.

This could suit a strategic account manager or client director in financial technology, data or software who enjoys owning commercial outcomes rather than pure new-business hunting.

Referment