Account Manager

5 hours ago

Belgrade, Central Serbia Taskize Limited Full time €40,000 - €80,000 per year

Job Description

Account Manager

Taskize is a London-based fintech, building a problem resolution network for the financial industry. In our first few years since going live, we have signed over 600 banks in 85 countries. Our clients' back-office operations teams use Taskize to quickly connect with the right people with the right skills in the right firms, to resolve issues quickly & efficiently.

Everyone at Taskize is focused on building a great business, and we are all aligned towards the same goal – creating a great solution.

Role Objectives

This role focuses on both the operational and relationship management aspects of our client base, delivering exceptional experiences that drive product adoption and revenue growth. You will act as the primary day-to-day contact for financial institutions, overseeing smooth onboarding, ensuring ongoing satisfaction, and supporting retention of our services. Working closely with senior Account Managers, you'll contribute to team initiatives while also managing your own client workstreams to nurture and expand existing relationships. This position is ideal for someone passionate about fintech and dedicated to helping clients succeed

You will be.

· The first point of contact for day-to-day client questions, escalations, and requests

· Support the Client Experience team in onboarding new teams & use cases — including product set-up, training, and documentation.

· Monitor client accounts and usage metrics to identify trends, risks, and opportunities.

· Coordinate with internal teams (product, engineering, compliance, operations) to resolve client issues promptly.

· Maintain client records, notes, and actions in the CRM system.

· Assist in preparing business reviews, adoption reports, and success plans.

· Gather client feedback and share insights with the product team to influence roadmaps.

· Help identify upsell/cross-sell opportunities with existing accounts.

Skills & Experience

· Degree or equivalent experience in finance, business, economics, or related field.

· 3-5 years' Experience in a customer success, account management, or client-facing support role

· Strong organisational skills and attention to detail.

· A collaborative nature and an ability to build broad client relationships as well as galvanising and influencing internal relationships.

· Able to quickly learn & convey product knowledge, conference engagements and technical product demonstrations.

· Self-motivated, energetic, results-oriented, hard-working and dynamic

· Strong interpersonal and communication skills (listening, verbal, written, presentation)

· Highly organised and excellent planning skills, able to work under pressure, and able to meet deadlines.

· Experienced in the use of sales tools such as Salesforce

· Quick learner, analytic and rational thinking, able to analyse and interpret data, polite, problem solver

General

Taskize is a growing company, and as a key member of the team, we expect you to make proactive contributions of your own. Helping out colleagues and contributing to a talented tech company is also required as we grow and scale.

Taskize is committed to promoting the values of diversity and inclusion throughout the business. Whether it's through recruitment, retention, career progression or training and development, we are committed to improving opportunities for people regardless of their background or circumstances.

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