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UNIPaaS is an AI-native payments platform built for vertical software, helping platforms and marketplaces embed branded payment experiences without redirects or complex integrations. Founded in 2020 by payments-industry veterans, the company serves customers across the UK and Europe in education, healthcare, and field services.
You will own and grow relationships with software platform clients in the UK, acting as the primary commercial and strategic contact. Your core responsibilities include managing a portfolio of accounts, conducting regular QBRs and performance reviews using data-driven insights, and identifying opportunities for revenue and product expansion.
Key responsibilities:
- Own and manage a portfolio of software platform accounts as the main point of contact for commercial and product topics
- Conduct regular QBRs and performance reviews, using data and insights to highlight results, uncover gaps, and align on growth plans
- Analyse transaction, revenue, and product-usage data to identify optimisation opportunities (conversion, ARPU, activation, churn risk, new features)
- Build and execute joint account plans with clients, driving growth through feature adoption, new use cases, and market expansion
- Lead ongoing relationship management, including renewals, upsell opportunities, and risk mitigation
- Handle support tickets as part of the team, balancing growth and support responsibilities
- Coordinate with internal teams (Product, Operations, Risk, Compliance, Support, Engineering) to resolve client issues and deliver roadmap items
- Translate client feedback into structured inputs for Product and Operations
- Support new client onboarding from a commercial and success perspective
- Maintain accurate account records, forecasts, and activity tracking in the CRM
- Represent UNIPaaS in client meetings across the UK as needed
This role combines account management, data-driven analysis, and consultative leadership. You will work independently in a fast-paced, scale-up environment while collaborating closely with cross-functional teams.
QUALIFICATIONS (Required):
- Native or near-native English proficiency (spoken and written)
- 5+ years of experience in B2B Customer Success, Account Management, or similar client-facing role in SaaS, fintech, payments, or software platforms
- Demonstrated experience running data-driven performance reviews/QBRs and turning insights into concrete client actions and growth
- Strong analytical skills and confidence working with data (dashboards, spreadsheets, cohort and performance analysis)
- Excellent communication and presentation skills, with ability to explain complex payment or technical concepts in simple, business-focused language
- Highly organised and task-oriented, able to manage multiple accounts and priorities in parallel
- Proven track record of building senior stakeholder relationships and influencing clients towards adoption and growth
- Customer-centric mindset with proactive, problem-solving attitude
- Comfortable working independently in fast-paced, scale-up environment and collaborating within cross-functional teams
- Bachelor's degree in Business, Economics, Engineering, or related field
Nice to Have:
- Experience in payments or financial services industry (acquiring, gateways, embedded finance, open banking, Direct Debit, etc.) — Highly Preferred
- Background working with vertical SaaS platforms (accounting, education, healthcare, or other B2B software ecosystems)
- Technical orientation and deep understanding of software products
- Familiarity with CRM tools such as HubSpot, ticketing tools such as Zendesk or Jira
- Exposure to AI-driven customer support/automation and interest in leveraging AI to improve client outcomes
- Hands-on experience with basic data analysis and reporting (building client-facing decks, using BI tools)
