Account Manager

Summary

Join Form3's UK team as a commercially minded and growth-driven Account Manager - Global Strategic Brands (GSB). This critical role focuses on owning and expanding mid-tier Fintech, PSP's, and Financial Institution accounts across the UK, driving new business opportunities, and building long-lasting client relationships. You will own the full sales lifecycle, from prospecting and business development to ongoing account growth and customer success. You'll be supported by industry experts in a fast-paced fintech environment valuing innovation, agility, and curiosity. The role involves managing a portfolio of accounts, identifying upsell/cross-sell opportunities, actively prospecting new customers, developing account plans, maintaining sales pipelines, contributing to financial/market analysis, supporting client onboarding, and staying ahead of market trends. This position offers the chance to work within a collaborative team and make a significant impact on the company's growth.

Requirements

• 3–4 years of account management experience , within B2B fintech, SaaS, or financial technology
• Experience working with enterprise customers, long sales cycles and complex contractual arrangements
• Experience working with or selling to mid-large sized banks, fintechs or regulated financial institutions
• Strong experience building and managing client relationships, with a focus on growth and retention
• Excellent communication, negotiation and influencing skills across a range of seniority levels
• Proven ability to manage a commercial sales pipeline and work cross-functionally with internal teams
• Track record of collaborating with both clients and internal teams to deliver value
• Passion for fintech and a desire to work in a fast-paced scale-up environment

Responsibilities

• Own and manage a portfolio of mid-tier Fintech, PSP's and Financial Institution accounts in the UK, developing deep, strategic relationships
• Identify upsell and cross-sell opportunities within existing accounts, working closely with product and delivery teams to tailor solutions
• Actively prospect and engage new customers, using a consultative approach to uncover pain points and position Form3’s value
• Develop and execute account plans and calling strategies that align to customer and Form3 growth objectives
• Maintain an accurate sales pipeline, tracking activities and progress within CRM systems and reporting regularly to senior stakeholders
• Contribute to compelling financial and market analysis to support commercial proposals and product positioning
• Support client onboarding and ensure smooth post-sale transition in collaboration with delivery and support teams
• Stay ahead of market trends, customer needs, and regulatory changes in the UK fintech landscape to shape sales conversations and strategy

Preferred Qualifications

• Previous experience in business development or SDR roles (inbound or outbound)
• Background in a fintech scale-up or high-growth B2B tech company
• Understanding of the UK payments ecosystem , banking infrastructure, or financial services industry
• Familiarity with CRM tools (e.g. Salesforce, HubSpot) and sales performance tracking