Account Specialist

• Act as a primary point of contact for administrative and operational support across the Bankers Almanac customer base
• Support customer onboarding and implementation activities for Bankers Almanac solutions, ensuring successful adoption and timely delivery
• Coordinate customer requests relating to product access, data delivery, contract administration, billing, invoicing, and service queries
• Partner with Sales and Account Managers to support renewals, upsell opportunities, and customer retention initiatives
• Work closely with internal teams to resolve customer issues and ensure service expectations are met
• Monitor customer activity and proactively identify opportunities to improve engagement and customer outcomes
• Maintain accurate customer records and account information within CRM systems
• Support customer communications relating to product enhancements, data updates, and service changes
• Assist with preparing account reviews, customer reporting, and commercial documentation
• Identify opportunities to streamline processes and improve the customer experience
• Support sales and account management teams across the Bankers Almanac portfolio
• Help customers derive maximum value from LexisNexis Risk Solutions' payments and banking reference data solutions
• Collaborate with Sales, Product, Customer Support, Operations, Finance, and Legal teams to ensure a seamless customer experience and drive retention and growth

Requirements

• Experience in customer success, account support, sales support, account management, or client services, preferably within financial services, payments, fintech, or data services
• Strong understanding of customer lifecycle management, including onboarding, implementation, and renewals
• Fluent in English
• A second European language (French, German, Spanish, Italian, Dutch, Russian, or another European language) is highly desirable
• Excellent communication and relationship-building skills with both customers and internal stakeholders
• Strong organisational skills with the ability to manage multiple priorities in a fast-paced environment
• Experience working with CRM platforms such as Salesforce and Microsoft Office applications
• Highly detail-oriented with a customer-first mindset
• Interest in banking, payments, financial crime compliance, reference data, and financial institutions is advantageous
• Exposure to banking and payments ecosystems, including correspondent banking, payment operations, SWIFT, routing data, or reference data services
• Experience supporting customers that utilise financial data, compliance, or risk management solutions
• Understanding of the challenges banks, corporates, and payment providers face in maintaining accurate payment routing and reference data

Core Competencies

Demonstrates expertise in customer success and account management within financial services, focusing on customer onboarding, implementation, and lifecycle management. Proficient in utilizing CRM systems to enhance customer engagement and streamline processes for improved outcomes.

Highest-signal resume keywords

• Customer Success Management
• CRM Platform Experience
• Customer Lifecycle Management
• Financial Services Knowledge
• Bilingual Communication Skills

Hard Skills

• Customer Onboarding
• Account Management
• Data Delivery
• Contract Administration
• Billing Management
• Customer Reporting
• Process Improvement
• Financial Data Solutions
• Risk Management Solutions
• Payment Operations

Soft Skills

• Excellent Communication
• Relationship Building
• Organizational Skills
• Detail-Oriented
• Customer-First Mindset

Industry Keywords

• Banking
• Payments
• Fintech
• Financial Crime Compliance
• Reference Data
• Customer Retention
• SWIFT
• Correspondent Banking
• Payment Routing
• Data Services

Tools & Technologies

• Salesforce
• Microsoft Office