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Taskize

Account Management

On site

London, United kingdom

Junior

Full Time

03-02-2026

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Skills

Communication Salesforce Stakeholder Management Negotiation Sales Product Knowledge Training Recruitment

Job Specifications

Job Description

Account Manager

Taskize is a London-based fintech, building a problem resolution network for the financial industry. In our first few years since going live, we have signed over 600 banks in 85 countries. Our clients’ back-office operations teams use Taskize to quickly connect with the right people with the right skills in the right firms, to resolve issues quickly & efficiently.

Everyone at Taskize is focused on building a great business, and we are all aligned towards the same goal – creating a great solution.

Role Objectives

The role is the operational & commercial management of clients in order to provide an outstanding client experience, leading to greater adoption and revenue growth

You will be.

The commercial relationship owner for named accounts
Expected to fortress & grow revenue
Adept at senior stakeholder management and growing the contacts within named organisations
Alert to new use cases for organic network growth
Be the escalation point for ALL matters within the named account
Required to have a thorough understanding of all commercial matters, including invoicing
Required to maintain up-to-date account plans and represent the named accounts' requirements to the relevant Taskize stakeholders

Skills & Experience

University educated
3-5 years' account management experience in Financial Markets.
Demonstrable commercial software sales experience, acquired within Financial Services,
Experienced in managing both short & medium sales cycles involving many stakeholders concurrently.
A collaborative nature and an ability to build broad client relationships as well as galvanising and influencing internal relationships.
An adaptive sales style with the ability to adjust to prospect needs, with excellent negotiation skills and comfortable managing objections.
Able to quickly learn & convey product knowledge, conference engagements and technical product demonstrations.
Self-motivated, energetic, results-oriented, hard-working and dynamic
Superlative communication skills (listening, verbal, written, presentation)
Highly organised and excellent planning skills, able to work under pressure, and able to meet deadlines. Experienced in the use of sales tools such as Salesforce
Quick learner, analytic and rational thinking, able to analyse and interpret data, polite, problem solver

General

Taskize is a growing company, and as a key member of the team, we expect you to make proactive contributions of your own. Helping out colleagues and contributing to a talented tech company is also required as we grow and scale.

Taskize is committed to promoting the values of diversity and inclusion throughout the business. Whether it’s through recruitment, retention, career progression or training and development, we are committed to improving opportunities for people regardless of their background or circumstances.

About the Company

Taskize is modernising the financial sector’s complex communications ecosystem. The Taskize platform connects all market participants, allowing firms to scale by: increasing operational capacity, reducing regulatory risk, and improving client satisfaction. Our web-native SaaS collaboration platform is quick and easy to deploy, and highly interoperable. It's used by investment operations teams worldwide to modernise counterparty communication and workflows. Taskize is owned by Euroclear, a leading global provider of Financ... Know more