Referment
Pre-Sales and Client Implementation Manager (DDA24D7)
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Referment
Referment is working with a regulated payments infrastructure provider serving financial institutions. Its services connect clients to payment accounts and domestic and cross-border payment flows, with technical integration and compliance considerations shaping how each solution is delivered.
As Pre-Sales and Client Implementation Manager
You'll connect the commercial conversation with practical delivery. You'll help prospective and existing clients define what they need, turn approved proposals into implementation plans and coordinate onboarding, integration and activation through to initial post-launch support.
This is a client-facing solutions and delivery role, rather than a software engineering position. You'll work with Sales and Relationship Management, bringing together Product, IT, Operations, Risk, Compliance and Legal to resolve dependencies and give clients a clear route to go-live.
The Role
- Understand clients' business requirements and design payment solutions that balance product capabilities, commercial needs and regulatory constraints.
- Lead solution discussions and product presentations, explaining payment flows and implementation requirements to business and technical stakeholders.
- Translate approved proposals into delivery roadmaps covering account setup, technical integration, sandbox readiness and activation.
- Coordinate approvals for non-standard requests, track milestones and dependencies, and escalate risks or delays before they disrupt delivery.
- Guide clients through onboarding and provide initial post-go-live support, coordinating issue resolution and handover to ongoing account management.
- Maintain implementation guides and reusable documentation, sharing client feedback with Product and helping client-facing teams understand new services and processes.
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What We're Looking For
- At least four years' experience in fintech, payments, banking or financial services, with relevant client-facing solutions or implementation work.
- Experience taking B2B clients from requirements gathering and solution design through onboarding, integration and activation.
- Knowledge of payment accounts, payment rails, cross-border transactions and FX, alongside the ability to discuss API integrations credibly without needing to write software.
- Experience working with Risk, Compliance and Legal in a regulated environment and navigating complex or non-standard client requirements.
- The organisation and communication skills to manage several implementations, explain technical concepts clearly and progress decisions across teams you do not directly manage.
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Useful Additional Experience
Delivering product training or knowledge-sharing sessions for sales and relationship management teams would be helpful.
This could suit a payments implementation manager, solutions consultant or customer success professional whose experience combines solution design with hands-on delivery.
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