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Job Description

Key Responsibilities

Client Success & Relationship Management

• Serve as the main point of contact for top-tier clients during solution design and onboarding

• Build deep, trusted relationships with clients and internal partners

• Understand client needs and translate them into the right HSBC payment or digital connectivity solution

• Provide ongoing strategic guidance to help clients maximize value from HSBC platforms

Solution Advisory & Pre-Sales Support

• Participate in RFPs, client pitches, and early-stage discussions

• Support Sales and Product teams by articulating HSBC’s value and capabilities in clear, client-friendly terms

• Help clients understand new features, capabilities, and upcoming enhancements

Implementation Oversight & Delivery Excellence

• Oversee complex implementations from start to finish

• Ensure smooth handoffs between Sales → Implementation → Post-Go-Live

• Monitor project progress, risks, and client satisfaction

• Drive resolution for escalations and ensure successful outcomes

Team Leadership

• Lead a team of solution specialists and implementation advisors

• Coach and develop team members to support high client satisfaction

• Provide feedback, support, and structure to ensure high performance

Market Awareness & Continuous Improvement

• Stay informed on emerging technologies (AI, cloud, open banking) and evolving payment trends

• Identify opportunities to improve the client experience

• Partner with Product to share client feedback and ideas

Requirements

• 8–12 years in client success, client delivery, account management, or solution advisory within financial services, fintech, or digital channels

• Ability to lead a team of 3-4 individuals

• Banking/Finance industry experience

• Experience working with enterprise or global clients where onboarding and solution design are complex

• Experience guiding clients through onboarding, integration, or large-scale solution rollouts

• Comfort working with cross-functional partners (Sales, Product, Technical, Operations)

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Skills and Requirements

Skills & Strengths

• Excellent relationship-building and client-facing communication skills

• Strong problem-solving and escalation management abilities

• High level of business acumen; comfortable discussing digital capabilities without needing to be an engineer

• Ability to simplify complex topics and deliver information clearly to clients

• Team leadership experience — mentoring, coaching, or managing specialists

• Strong organization and delivery oversight skills, especially for multi-step or multi-country implementations

Preferred Backgrounds

• Client Success Manager/Senior CSM in payments or fintech

• Implementation Manager/Onboarding Lead for enterprise clients

• Management consulting (client delivery, digital transformation)