Regional Director, Client Engagement

• Join 9fin as Regional Director, Client Engagement, working hybrid from London with two office days a week. • Own retention, adoption and growth for your region (EMEA or the Americas) as part of a newly unified global Client Engagement function. • Lead a team of Client Engagement Managers across a tiered coverage model of Strategic, Senior and standard CSMs. • Take accountability for commercial outcomes, including gross and net revenue retention, product adoption and the health of key client relationships. • Turn client insight into action across Product, Engineering, Data and Editorial. • Inherit a strong foundation and shape the next stage of a function that is scaling at pace.

• Bring 8+ years in Customer Success, Account Management or related client-facing roles in Capital Markets, Enterprise B2B SaaS or Financial Data. • Show 3+ years of leading teams, ideally including managers beneath you across more than one region or client segment. • Show a track record of scaling or structuring a CS or AM function through fast growth. • Know global financial markets well and hold credibility with buyside, sellside and advisory clients. • Drive retention, adoption and expansion in enterprise accounts, ideally owning a portfolio of $50m in ARR. • Use GRR, NRR and adoption metrics to design KPIs, dashboards and forecasting. • Communicate clearly in writing and speech, and influence senior stakeholders inside 9fin and at clients.

• Build on existing relationships in the Leveraged Finance, Debt Capital Markets or Restructuring community. • Bring experience in a high-growth fintech or data provider, or with seat-based professional data products. • Show experience driving adoption of AI products or working with embedded or forward deployed teams. • Know Salesforce, product analytics and client engagement platforms.

• Lead, coach and develop a regional team of Strategic CEMs, Senior CEMs and Client Engagement Managers, plus the managers beneath you as the team grows. • Run a tiered coverage model with clear roles, service levels and career paths at each level. • Hire, onboard and train to a rapid growth plan with a strong bench of internal successors. • Own regional gross revenue retention with early-warning signals and remediation plans for at-risk accounts. • Drive seat-level adoption, including newer products such as 9fin AI and Private 9fin, with measurable usage goals. • Partner with Account Management and Relationship Managers on renewals and expansion. • Translate the global Client Engagement strategy into a regional plan and report on regional KPIs to global leadership. • Represent clients to Product, Engineering, Data and Editorial, and build executive relationships at key clients.

• Receive a competitive salary benchmarked at the top end of the market, plus equity. • Work hybrid from London, with office days on Tuesdays and Wednesdays from January 2027. • Enjoy 25 holiday days a year, local public holidays and the option to work abroad for up to 3 months a year. • Take a one-month paid sabbatical after 5 years of service. • Benefit from a pension with 9fin matching up to 7%, private medical insurance, group life assurance and income protection. • Access enhanced parental leave and flexible working arrangements. • Use a professional learning and development budget and an £800 AI experimentation budget. • Use Season Ticket Loan and Cycle to Work schemes, and join quarterly team socials and company events.

9fin is the AI platform powering global debt markets, centralising proprietary credit data, analysis and workflows in a single platform. It serves 350+ blue-chip institutions worldwide, including global banks, asset managers, private equity firms, law firms and advisors. The business is scaling quickly, with rapid expansion in the US and strong retention.