Account Manager - Client Services

Role Overview
XOALA is a neobank and a leading provider of payment solutions, committed to streamlining global finances by empowering businesses with innovative, secure, and efficient financial services. The company offers an all-in-one platform that allows clients to handle international transactions, manage accounts in multiple currencies, and process payments securely—no matter where in the world they do business.
As a Client Services Account Manager, you will be part of a dynamic and client-focused team responsible for building trusted relationships, ensuring client satisfaction, and driving growth across assigned accounts. This role requires a proactive, customer-centric professional who can balance relationship management with commercial goals in a fast-paced, evolving FinTech environment.

Key Responsibilities
• Serve as the primary point of contact for clients, maintaining a strong
understanding of their needs and promoting the company’s products and
services.
• Build and maintain trusted relationships with clients across the business,
fostering loyalty and engagement.
• Deliver exceptional customer service, promptly addressing inquiries, resolving
issues, and ensuring client satisfaction.
• Represent the company at international expos, showcasing our brand and driving
engagement through our vision and offerings.
• Maintain a solid understanding of the company’s products, platforms, and
financial solutions to effectively communicate their benefits and features.
• Identify cross-selling and upselling opportunities across financial products and
services to maximize client value.
• Support business development initiatives by identifying and qualifying new
opportunities within existing or potential client segments.
• Ensure all client communications and activities adhere to company policies,
procedures, and regulatory standards.
• Stay current with market trends, competitor offerings, and industry developments
to identify potential business opportunities.
• Maintain accurate, detailed, and up-to-date records of all client interactions,
agreements, and opportunities in the CRM system.
• Collaborate with internal teams to ensure a seamless client experience.
• Perform any other duties as assigned by your line manager to support
departmental goals.

XOALA is a neobank and a leading provider of payment solutions, committed to
streamlining global finances by empowering businesses with innovative, secure, and
efficient financial services. The company offers an all-in-one platform that allows clients
to handle international transactions, manage accounts in multiple currencies, and
process payments securely—no matter where in the world they do business.
As a Client Services Account Manager, you will be part of a dynamic and client-focused
team responsible for building trusted relationships, ensuring client satisfaction, and
driving growth across assigned accounts. This role requires a proactive,
customer-centric professional who can balance relationship management with
commercial goals in a fast-paced, evolving FinTech environment.

Key Responsibilities
• Serve as the primary point of contact for clients, maintaining a strong
understanding of their needs and promoting the company’s products and
services.
• Build and maintain trusted relationships with clients across the business,
fostering loyalty and engagement.
• Deliver exceptional customer service, promptly addressing inquiries, resolving
issues, and ensuring client satisfaction.
• Represent the company at international expos, showcasing our brand and driving
engagement through our vision and offerings.
• Maintain a solid understanding of the company’s products, platforms, and
financial solutions to effectively communicate their benefits and features.
• Identify cross-selling and upselling opportunities across financial products and
services to maximize client value.
• Support business development initiatives by identifying and qualifying new
opportunities within existing or potential client segments.
• Ensure all client communications and activities adhere to company policies,
procedures, and regulatory standards.
• Stay current with market trends, competitor offerings, and industry developments
to identify potential business opportunities.
• Maintain accurate, detailed, and up-to-date records of all client interactions,
agreements, and opportunities in the CRM system.
• Collaborate with internal teams to ensure a seamless client experience.
• Perform any other duties as assigned by your line manager to support
departmental goals.