Account Manager at Bluebulb Financials Limited

About the Role 

• We’re looking for a customer-obsessed Account Manager to build and manage long-term relationships with our fintech clients. You’ll be the primary point of contact for a portfolio of customers ensuring satisfaction, identifying growth opportunities, and serving as a trusted advisor on how to maximize the value of our fintech solutions and product offerings. 

Key Responsibilities 

• Manage a portfolio of clients, ensuring high satisfaction, retention, and revenue growth. 
• Serve as the main contact post-onboarding guiding clients through product usage, performance insights, and strategic support. 
• Identify upsell/cross-sell opportunities and work with sales to execute. 
• Build deep product knowledge to educate clients and troubleshoot user issues. 
• Collaborate with product, support, and compliance teams to resolve customer challenges and communicate updates. 
• Monitor client usage data and flag underperformance, churn risks, or expansion potential. 
• Conduct regular business reviews and performance check-ins with clients. 

Qualifications 

• 3-5 years of experience in account management, customer success, or client services ideally in fintech or financial services. 
• Strong communication and interpersonal skills, with the ability to manage both strategic conversations and day-to-day support. 
• A customer-first mindset with problem-solving skills and commercial awareness. 
• Experience working with tools like Salesforce, HubSpot, or other CRM platforms. 
• Bonus: Familiarity with cross-border payments, FX, APIs, or B2B financial platforms. 

What We’re Looking For 

• Someone who thrives in fast-paced, tech-enabled environments. 
• Comfortable managing client expectations while aligning with internal goals. 
• Ability to translate client feedback into product or process improvements. 
• A relationship-builder who is proactive, analytical, and growth-minded.