Relationship Manager
External
Planet · Lisbon, PortugalPrepare for this interview
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About the role
Planet is a leading technology company transforming payments by putting customer experience first. We offer integrated solutions that include payment processing, VAT refunds, dynamic currency conversion, and management services for merchants in the Retail and Hospitality sectors worldwide. In recent years, we have experienced significant growth, expanding our services and global presence. With strong private equity investors, Advent International and Eurazeo, we have the financial capital and expertise to grow our capabilities and reach through acquisitions. Our mission is to create a world of connected commerce where payments are simple, secure, and seamless, enabling our partners to deliver exceptional experiences to their customers. Role Overview The primary objective of the Relationship Management team is to build and maintain relationships with our mid-market Payments and Tax-Free accounts, leading to improved customer lifespan and value. The Relationship Manager will be responsible for the growth, retention and overall satisfaction of their assigned customers.
Responsibilities
- Commercial focus : involving activities such as identifying upsell opportunities, negotiating contracts, and meeting booking quotas. This commercial aspect ensures revenue growth and profitability. They will partner directly with the peer teams on Cross sell activities.
- Strategic account planning : Prepare account plans for each customer, outlining the customer's objectives and pain points, potential commercial opportunities, and a timeline for achieving goals.
- Contract renewals and repricing : Coordinate customer contract renewals and negotiation to maximise customer retention.
- Upselling of Planet products : Actively upsell products and services to assigned customer base, and identify opportunities to cross-sell new Planet products. Work closely with internal teams to ensure customers are live and transacting within agreed timeframes.
- Customer performance tracking : Monitor customer data to track performance, identifying any churn, changes or discrepancies and coordinating appropriate resolution strategy. Monitor revenue ramp of new accounts/products/services against forecasted revenue and troubleshoot to optimise results.
- Sharing best practices : Keep up to date with industry trends including compliance, product knowledge and best practices through research as well as Training & Development programs organised by Planet.
- Customer Advocacy : clearly articulate customers' needs and pain points, and use this information to work with Planet internal teams to improve both service and products.
Requirements
- Commercial experience, ideally within a relationship-building role. Relevant courses / training desired but not required.
- Experience in the payments or Tax-Free industry is highly valued. This includes knowledge of payment processing, financial technologies (FinTech), regulatory frameworks, and understanding the dynamics of the global payments ecosystem.
- Strong communication, presentation, relationship-building, and problem-solving skills.
- Keen interest in building strong customer relationships and fostering customer loyalty.
- Passion for Planet's values and culture; you represent our organization to our customers.
- Fluent in Portuguese and English (written and verbal). Spanish or Italian is a plus.
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