Key Account Automation Specialist, Financial Services

3 weeks ago


London, Greater London, United Kingdom Xceptor Full time

Xceptor has revolutionized data manipulation, and we are at the forefront of this innovation. Our mission is to empower business users within Financial Institutions to build automated processes that deliver trusted data.

The Client Success Manager role is critical in ensuring our clients maximise their benefit from their partnership with Xceptor. We seek an experienced professional who can develop and utilise product knowledge, client adoption expertise, relationship management, and delivery skills to drive client success.

Key responsibilities include:

  • Client Satisfaction: regular engagement, owning operational governance, managing the production service, and navigating Xceptor for the client
  • Adoption: enabling the client to deliver intelligent automation, accelerating Xceptor adoption so their users onboard quickly and succeed with their goals
  • Retention: providing expertise to clients to drive successful outcomes, helping them achieve maximum RoI with their Xceptor investment resulting in long-term loyalty
  • Expansion: helping the client expand their use of Xceptor through use case discovery and facilitating opportunity referrals for our Sales and Partner teams

We require a deep understanding of clients' needs, expectations, and goals, as well as strong relationships with both clients and internal teams. The ideal candidate will have at least 5+ years of experience in Client Success, technical account management, or consulting in a B2B SaaS environment, working with business and technology stakeholders in Banks, Custodians, Asset & Investment Management or Fund Administrators.

A competitive salary of $85,000 - $110,000 per annum reflects the complexity and demands of this role. If you are passionate about delivering exceptional client experiences and driving business growth, we encourage you to apply.



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