Client Success Executive (Mat Cover - 10 month FTC)

With 800,000 readers each month and 40,000 members, Finextra is the leading news and community website serving the dynamic fintech, banking and payments industries. We are growing fast. Help us accelerate

We want to hear from individuals with a desire to make an impact and the capacity to learn and adapt. We’re ambitious and want like-minded people. Our clients include some of the biggest tech companies, fintech’s and financial institutions.

Role Overview

The client services executive responsible for coordinating the smooth delivery and administration of our client-facing projects and programmes with a special focus on the delivery of our webinar series. This role includes project planning, client communication, administration and project reporting, with a focus on adhering to established processes while delivering high-quality service.

The role involves working closely with the client service leads and will be at the forefront of our client relationships and for each project providing administrative support including coordinating diaries, tracking of key milestones and owning day to day communications with our clients  It will also involve coordination with internal teams to ensure client deliverables are planned prepared and delivered on time and to quality. Be part of the team that's responsible for the success of those driving the fintech industry.

It would suit candidates with project management, client success, account management, relationship management or executive assistant experience. This role will report to the Head of Client Success.

What you will do

·      Project Delivery: Take ownership of pre-agreed project components, coordinating internally ensuring timely delivery while managing defined milestones, tasks, and deliverables.

·      Client relationship management: Handle all administrative tasks related to client engagements, including booking meetings and providing post-meeting notes. Provide accurate reporting on project status and outcomes, coordinating with delivery teams to compile and refine feedback into client-friendly responses. Identifying and capitalizing on opportunities for cross-selling and repeat business opportunities.

·      Reporting: Ownership of the client reporting function, managing the compilation and distribution of weekly client reports.

·      Process Improvement: While focusing on delivering tasks, identify areas for efficiency improvements as familiarity with processes grows.

What you need to bring

·      1-3 years’ Experience in client-facing B2B project roles, ideally in "thought" work (e.g. marketing agencies, financial services, consulting or media). Or recent graduate from relevant course of study.

·      At least a Bachelors level of education or equivalent experience / professional development

·      Knowledge or willingness to learn about FinTech and financial service industries

·      Expert use of MS office including Outlook, Excel, Word and PowerPoint

·      Business and revenue driven approach to managing client relationships

·      Detail-driven with a proactive approach to anticipating client needs and problem-solving.

·      Ability to take ownership of tasks and deliver

·      A sense of commerciality

·      Strong communication and interpersonal skills, with the ability to engage effectively with high-level professionals in the financial industry as well as internal stakeholders.

·      Excellent written and verbal communication skills in English

Key Performance Indicators (KPIs)

·      Timely delivery of project milestones.

·      Accuracy and consistency in project reporting.

·      High levels of client satisfaction.

·      Ability to identify potential issues before they arise.