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4+ years of experience in fintech, payments, banking or financial services, ideally within a client-facing solutions, pre-sales, implementation, onboarding, customer success or product-related role.
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Demonstrable experience working directly with B2B clients, understanding their business requirements and translating these into practical product or service solutions.
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Proven experience managing or coordinating end-to-end client implementations, from requirements gathering and solution design through onboarding, technical integration, activation and post-go-live support.
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Experience working with payment products and infrastructure, with a good understanding of areas such as payment accounts, domestic and cross-border payments, payment rails, FX, APIs and transaction flows.
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Experience supporting complex or non-standard client requirements and coordinating multiple internal stakeholders to determine appropriate solutions.
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Experience working in a regulated environment and collaborating with Risk, Compliance and Legal teams as part of solution design and client onboarding.
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Experience delivering client presentations, product demonstrations, workshops or solution discussions, with the ability to act confidently as a subject matter expert.
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Experience creating and maintaining implementation documentation, client guides, process documentation, templates and internal knowledge materials.
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Experience providing training or knowledge-sharing sessions to Sales, Relationship Management or other client-facing teams would be advantageous.
Knowledge & Technical Capability
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Strong understanding of the B2B payments and fintech ecosystem, including the commercial and operational considerations involved in delivering payment solutions to clients.
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Ability to understand payment flows and translate client requirements into clearly defined business, operational and technical requirements.
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Good understanding of API-based integrations and technical implementation concepts, with the ability to hold credible conversations with both client technical teams and internal IT/Product teams.
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Understanding of client onboarding, implementation and activation processes within a regulated financial services environment.
Core Skills & Competencies
Solution-oriented thinking – Able to understand what a client is trying to achieve, identify underlying requirements and design practical solutions using available products and capabilities.
Client communication – Confident in communicating complex product, operational and technical concepts in clear, accessible language and managing client expectations throughout implementation.
Commercial awareness – Understands the commercial context of client relationships and balances customer requirements with product capabilities, operational feasibility, risk and business objectives.
Project and implementation management – Highly organised and able to manage multiple implementations, dependencies, milestones, risks and stakeholders simultaneously.
Stakeholder management – Able to coordinate effectively across Sales, Relationship Management, Product, Risk, Compliance, Legal, Operations and IT, driving decisions and actions without necessarily having direct authority over the teams involved.
Problem solving – Proactive in identifying implementation challenges, investigating root causes and coordinating appropriate solutions before issues impact the client.
Technical aptitude – Comfortable working with technical concepts, APIs, integrations and payment flows without needing to be a software engineer.
Ownership and accountability – Takes responsibility for progressing client implementations and follows issues through to resolution rather than simply handing them to another team.
Attention to detail – Able to manage complex client requirements, documentation, approvals and implementation dependencies accurately.
Continuous improvement mindset – Uses client and internal feedback to identify opportunities to simplify onboarding, improve documentation and strengthen products and processes.