Client Relationship Manager
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Company Description
We are a multi-award winning RegTech company on a mission to transform the quality of regulatory reporting in the financial services industry. We've combined regulatory expertise with advanced technology to develop our market-leading quality assurance services. Unique in being able to fully assess data quality, our services are used by some of the world’s largest investment banks, asset managers, hedge funds and brokers, helping them to reduce costs, improve quality and increase confidence in their regulatory reporting.
Role Description
We are looking for an experienced Client Relationship Manager to join our growing team. In this role, you will serve as the primary point of contact for a portfolio of financial services clients, ensuring they derive maximum value from our regulatory reporting solutions. You will work closely with clients to understand their evolving compliance needs, proactively address challenges, and identify opportunities for growth and renewal.
Client Management & Retention
- Own a portfolio of tier 1 and 2 clients, acting as their trusted advisor across all aspects of the regulatory reporting relationship
- Lead regular business reviews to assess client health, gather feedback, and align on strategic objectives
- Proactively identify at-risk accounts and implement targeted retention strategies
- Manage contract renewals, ensuring timely engagement and strong commercial outcomes
Regulatory Expertise & Advisory
- Stay current with regulatory developments and communicate relevant changes and their implications to clients
- Collaborate with internal product and compliance teams to ensure client needs are reflected in the product roadmap
Commercial Growth
- Identify and develop upsell and cross-sell opportunities within the existing client base
Internal Collaboration
- Act as the voice of the client internally, channelling feedback to product, technology, and operations teams
- Work closely with onboarding, delivery teams, and senior leadership on escalations and strategic accounts
Skills & Knowledge
- 5 –7 years of experience in client relationship management, account management, or customer success within financial services or regulatory technology
- Demonstrable knowledge of the regulatory reporting landscape (e.g. EMIR, MiFID II, SFTR, trade reporting)
- Proven track record of managing complex client relationships and delivering against retention and growth targets
- Strong commercial acumen with experience managing renewals and identifying revenue opportunities
- Excellent communication and presentation skills, with the ability to engage confidently at senior stakeholder level
- Ability to translate complex regulatory or technical concepts into clear, client-friendly language
- Experience working with CRM platforms (e.g. Salesforce) and client health monitoring tools