Senior Client Partner, Mid-Market - UK

Client Executive Mid-Market About you As a Mid-Market Client Success Executive, you will join our Client Success team and play a crucial role in maintaining and growing our portfolio of Mid-Market clients. Reporting to the Mid-Market Client Success Lead, you’ll be a part of a fast-growing business that is challenging the market and doing things differently. You'll take ownership of a portfolio of ClearBank's Mid-Market clients, committing to their success, and relentlessly work to remove barriers to adoption, both within their organisation and cross-functionally within ClearBank. You will be responsible for ensuring the success of our clients and driving revenue growth. And you’ll be joining one of the fastest-growing tech companies in the UK, according to Deloitte Fast 50. You will be: * Managing and maintaining a portfolio of Mid-Market client relationships, ensuring their satisfaction and success with ClearBank's services. * Delivering a high-quality and positive client experience, building strong relationships and trust with your clients, working towards their strategic goals. * Achieving clear client retention and revenue growth goals by proactively identifying and capitalising on upselling and cross-selling opportunities, working towards an annual quota. * Collaborating closely with internal stakeholders, including Sales, Finance, Financial Crime, Legal, Marketing, and Customer Operations teams. * Representing and being an advocate for your clients within ClearBank, ensuring their needs and requirements are understood and addressed. * Conducting regular and quality engagement with your clients, maintaining a strong presence and providing ongoing support. * Managing a regular cadence of communication and conduct business reviews with clients What we are looking for * Previous experience in relationship management and/or customer success roles. * Proven track record of achieving client retention and revenue growth targets. * Knowledge of the banking industry and financial products is required. * Strong communication and interpersonal skills, able to effectively engage with clients and internal stakeholders at all levels, including c-suite executives. * Excellent problem-solving skills, able to identify and overcome barriers to adoption and drive client success. * Ability to collaborate and work effectively across multiple teams, fostering a culture of teamwork and shared goals. * Strong organisational skills, able to manage multiple client relationships and prioritise tasks effectively. * Inquisitive and comfortable asking questions about clients' business goals, ideal state, and pain points. * Ability to analyse multiple problems, develop and drive solutions. * Confidence in working in the unknown, taking initiative, and designing processes when they don't yet exist. * Passion for technology and being part of a fast-growing company. * Good organisational skills and high attention to detail. * Proactive and resourceful, able to take ownership and drive results. About what we offer * At ClearBank we have a flexible working philosophy, empowering our employees to manage their time in a way which allows them to meet both work and personal commitments, in partnership with their line manager * Spacious and well-equipped new offices in London * 27 days annual leave per year, plus flexible bank holidays * Option to work abroad for up to 30 days in a 12-month rolling period * Regular company-wide socials * Take a couple of days per year to volunteer with your chosen charity to do something bigger than ClearBank * Private healthcare and discounted dental cover, with employee healthy living perks and discounts * Enhanced family-friendly leave * Plus, you’ll have the opportunity to join an innovative team that’s building a bank fit for the future! 🚀 About us ClearBank was built on the belief that banking infrastructure would no longer slow down progress. Instead, it’s the catalyst that unlocks the potential to innovate. That’s why our clients, financial institutions from fintech’s and crypto platforms, to banks and credit unions, use our API to power their banking infrastructure. But we wouldn’t be ClearBank without our people. They’re what powers our innovative technology and the reason we love what we do every day. We’re a group of spirited people who are never afraid to challenge the norm – becoming stronger, more energised, and that much better when we’re together. It’s our belief in fairness, autonomy and choice that means our people are empowered with the tools to learn, grow, and contribute to ours and our clients’ success. Interested in joining us? Read on or visit our website for more information. A little bit more about us!  ClearBank is Where You Can belong:  At ClearBank we think about Diversity, Equity and Inclusion (DE&I) a lot. Not because we think we should. But because we know we should – how else can we build a happy workforce and be successful as a business. We’re committed to making sure our teams reflect society. And we put energy and effort into making this a place where everyone feels at home, where they’re given the trust and encouragement to do their very best work. Here are some of the things we’re most proud of:  * 42% of our senior management roles are held by women  * Our enhanced family leave policies * Launching our partnership with Code First Girls  * Increasing awareness of neurodiversity in the workplace through our partnership with the Inclusive Group  Our hiring process and what you can expect: Application: a member of our talent acquisition team will review your application against the key requirements for the role and let you know within two weeks whether you’re moving forward to the next stage;  Screening: You’ll spend 30-45 minutes speaking to one of our recruiters learning more about the role and ClearBank, and we’ll get it know more about you, your experience and how your skills align with the role (this will be via phone or Teams video call). You can expect to hear back from us within seven days following this meeting (if things are taking longer than expected, we’ll let you know that too);  First Interview: You’ll spend one hour with a member of our hiring team focusing on your skills, competencies and your ways of working at the same time we’ll give you time to ask more questions about the role, the team and learn more about the ClearBank culture. This will be via Teams.   Second Interview: This will be a competency-based interview with one or more members of our team. Final Stage: You will have a final meeting with the Head of Department. This will be around 45-60 minutes.   Offer: Congratulations! Get ready to transform banking forever!    Our commitment to you as a candidate:  We will always try our best to get back to you within seven days of your interview whether you’ve been successful or not and provide you with feedback. Sometimes things take a little longer, so we may not have a decision to share but we will get it touch to let you know we need a little more time.   We’re unable to provide specific individual feedback at the application or screening stage but know that your application was reviewed and considered carefully.   We wish you the best of luck with your application and maybe we’ll be celebrating your new role at ClearBank soon!   Equal Opportunities ClearBank is committed to ensuring equal opportunities throughout every stage of the recruitment process. ClearBank recognises that diversity is vital to the long-term success of the business in the communities and markets in which it operates. ClearBank is also a firm believer that an inclusive culture fosters greater employee engagement and collaboration.  ClearBank strives for diversity and inclusion of all forms, including (but not limited to): gender, age, educational and professional background, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, colour, nationality, ethnic or national origin, religion or belief and sexual orientation.  As part of the Company’s commitment to equal employment opportunity, we provide reasonable adjustments, to candidates during the recruitment process, including to individuals with disabilities. We want to create a safe space that welcomes everyone so please let us know how we can accommodate you. In case you have any accessibility requirements you can share that with our Talent Acquisition team prior to your interview stage, if applicable.  The legal bit By submitting your CV to ClearBank Limited you are providing your consent for us to use the information you provide for recruitment purposes. For more information on how we manage your data go and check out our Candidate Privacy Notice on the ClearBank website to see how we process, manage and look after your data. You are also allowing us to communicate with you by email and telephone for recruitment purposes.

Sonata One is a rapidly scaling, regulated fund services and technology (fintech) business.  We're The Private Funds Clearinghouse, connecting more than 53,000 investors with 6,500 funds and 180 fund managers around the globe. Our vision is to change the paradigm of private markets investing through harmonising the end-to-end investment process within one platform. Investors benefit from a seamless, one & done experience across the fund lifecycle (from fund selection and subscription through to settlement and reporting) underpinned by a globally compliant KYC passport and 24/5 support. Fund managers can raise capital faster at a lower cost from a wider pool of pre-approved investors.  Founded in 2015, Sonata One has a presence in eight locations worldwide including the US, UK and Luxembourg, Guernsey, South Africa and Mauritius.     We operate as #OneGlobalThread in line with our values: We challenge the norm, we change the way we think and work, by connecting systems and people, while committing to our vision and each other. We are now looking to recruit a Senior Sales Director to join our global team.    Position Overview:  We are hiring a senior, network-led commercial professional to acquire new logos across the global private markets ecosystem.  While the primary focus will be on top-tier General Partners, this role also spans a broader client base including private credit platforms, real asset managers, venture capital firms, secondaries investors, and fund-of-funds.    This is not a traditional sales role. You will operate as a strategic hunter, leveraging an existing network across private markets to engage both economic and technical buyers including Group Financial Controllers, CFOs, Finance Directors, Heads of Operations, Head of Compliance, Investor Relations and Finance Transformation leaders.  You will play a critical role in shaping how private markets participants across fund managers and adjacent structures, adopt next-generation infrastructure, driving standardisation, efficiency, and liquidity across the ecosystem.     Responsibilities   Proven track record selling into the private market’s ecosystem, including but not limited to:   * General Partners (GPs) across private equity, private credit, real assets, and venture capital   * Mid-market and emerging managers   * Secondaries investors and platforms   * Fund-of-funds and multi-manager platforms   * Institutional investors (LPs) including pension funds, sovereign wealth funds, and asset managers (where relevant to fund operations and infrastructure)   * Private markets service providers, including fund administrators, custodians, and outsourced finance providers   Established network across senior stakeholders within private markets, with demonstrable access to decision-makers across both fund managers and the wider ecosystem   Demonstrated ability to engage and close with:   * Technical buyers (Fund Operations, Finance Transformation, Middle Office, Fund Accounting, and Systems/Technology stakeholders)   * Economic buyers (CFO, Group Financial Controller, Finance Director, Operating Partner level)   * Experience selling complex, high-value solutions such as financial infrastructure, fund administration, data platforms, or fintech solutions into sophisticated financial institutions   * Strong understanding of how different participants across private markets interact operationally (GP–LP relationships, fund administrators, intermediaries), and where inefficiencies or friction points exist    Commercial Profile  * True “hunter” mentality with a relationship-first approach   * Established track record in selling to economic buyers across private markets * Strong commercial judgement and experience structuring enterprise-level deals   * Ability to position solutions at both strategic and operational levels     Strong understanding of:   * Private markets fund structures (LP’s and GP’s)   * Operational workflows across finance, middle office, and fund administration   * Demonstrated ability to interpret and communicate financial and operational value propositions to senior stakeholders   * High level of commercial and financial acumen, with the ability to engage in value-based and ROI-driven discussions    Personal Attributes  * Highly credible with senior finance stakeholders   * Strong presence and ability to operate as a peer to client leadership   * Naturally network-driven with a reputation in the market   * Intellectually curious with a strong understanding of private markets structures and workflows    Compensation: * Industry leading base salary * 10% commissions on all sales, payable in monthly instalments, starting month 1 from deal completion    Qualifications:    * Bachelor’s degree in Finance, Economics, Business, or a related field (preferred but not essential with relevant experience)   * Advanced qualifications such as ACA / ACCA / CFA / MBA are advantageous, particularly for credibility with senior finance stakeholders      Being part of Sonata One provides a collaborative and inclusive work culture that values innovation and diversity. We believe in the power of our unique mission and we all work together towards that one single goal. We also believe in being real. We’re not a big corporate. Everyone has an important role to fulfil, and your contribution will be an integral part of our success story.          Benefits:     * Life Insurance – Peace of mind for you and your loved ones   * Income Protection – Financial support when you need it most   * Hybrid Working – Supporting work/Life Balance   * Annual Leave – With extra days that grow the longer you’re with us   * Pension Scheme – Employee matched helping you plan confidently for the future   * Employee Assistance Program – Confidential, 24/7 support for life’s ups and downs   * Enhanced Maternity, Paternity & Adoption Leave – Because family matters   * Career Training & Development – Ongoing learning opportunities to help you grow   * Paid Volunteering Day – Take time to give back to causes you care about   * Cycle to work Scheme – Employees can benefit from significant tax savings on bicycles and cycling equipment