Account Director

Job Title: Account Director
Location: PH
Department: Account Management
Reports to: Head of Account Management

About TookiTaki
TookiTaki is redefining the financial landscape by creating collaborative-intelligence solutions for fightingfinancial crime. As a pioneer in building a federated AI-powered Anti-Financial Crime (AFC) EcosystemTookiTaki helps leading financial institutions stay protected from evolving risks through collective intelligence.
With operations across Singapore India the UK and the US and clients including GXS Tencent Maya andBoost TookiTaki is recognized by global bodies such as the World Economic Forum and Forbes.

Role Overview
We are seeking a passionate metrics-driven Account Manager to drive long-term client success across thePhilippines & SEA (preferably). This role focuses on delivering value through increased Account RetentionRevenue Expansion (ARR FRS) Upsell Cross-Sell and Churn Reduction. Based in the Philippines this role is
pivotal in strengthening TookiTakis footprint in Southeast Asia and will report directly to the Head of GlobalAccount ideal candidate brings strong client relationship skills a data-oriented mindset experience in financialtechnology or compliance SaaS products and a deep understanding of the regional banking and fintechecosystem.

Roles & responsibilities:
Account Ownership & Relationship Management
Own the post-sales client relationship lifecycle across assigned accounts in the Philippines.
Act as the primary liaison and advocate for the customer within TookiTaki ensuring alignmentbetween client objectives and TookiTakis value delivery.
Build long-term trust-based relationships with key decision-makers influencing client strategythrough a consultative approach.

Revenue Growth & Value Expansion
Drive account growth through structured upsell and cross-sell opportunities.
Deeply understand client business priorities to position TookiTakis full suite of AML and fraudprevention solutions.
Collaborate with Product and Pre-Sales teams to create tailored proposals aligned with ARR and FRSgrowth targets.

Performance Monitoring & Strategic Review
Regularly track account performance using KPIs such as:
i. ARR growth
ii. Churn rate
Revenue Retention (NRR)
iv. Frequency and success of upsell/cross-sell motions
Conduct Quarterly Business Reviews (QBRs) with clients to showcase ROI reinforce strategicalignment and share roadmap visibility.

Customer Success & Churn Prevention
Proactively identify signs of dissatisfaction and implement churn mitigation strategies.
Ensure high product adoption through continuous client education and enablement.
Collaborate with the customer success and onboarding teams to deliver seamless experiences.

Internal Collaboration & Market Intelligence
Represent customer voice to internal teams for roadmap influence and feature prioritization.
Provide market insights competitive intelligence and client feedback to inform go-to-marketstrategy.
Partner with sales to shape commercial models that encourage long-term client engagement.

Client escalation management and cross-functional collaboration
Own the end-to-end client relationship acting as the trusted advisor and main point of contactfor all strategic and operational needs.
Collaborate closely with Product Engineering Services and Support teams to proactivelymanage client escalations ensuring timely high-quality resolution and delivery across thecustomer lifecycle
Lead business reviews and engage in continuous improvement discussions to enhance clientsatisfaction and platform adoption.
Monitor account health metrics and retention risks and take preventive measures incoordination with internal teams.
Identify upsell/cross-sell opportunities and work in partnership with the Sales team to driveaccount expansion.

Key Performance Indicators (KPIs)
Account Retention Rate: Measures the percentage of clients retained over a given period indicatingthe effectiveness of relationship management and value delivery.
Churn Rate (Monthly/Quarterly): Tracks the proportion of clients lost within a specific timeframehelping assess risk areas and early warning signs for disengagement.
Upsell/Cross-sell Conversion Rate: Evaluates how successfully the account manager is able to expandaccount value by converting opportunities into additional product or service sales.
Annual Recurring Revenue (ARR) Expansion: Assesses the increase in recurring revenue from existingaccounts reflecting the ability to grow customer lifetime value.
Customer Satisfaction (NPS CSAT): Gauges client sentiment and satisfaction through Net PromoterScores and Customer Satisfaction scores revealing relationship strength and service quality.
QBR Completion and Client Engagement Scores: Monitors the frequency and quality of QuarterlyBusiness Reviews (QBRs) and other client touchpoints highlighting the depth of engagement andstrategic alignment with key accounts.

Requirements:
Experience: 812 years in B2B SaaS fintech or compliance software account management.
Demonstrated success in managing multi-country portfolios and complex enterprise clients.
Regional familiarity with Filipino financial institutions and regulatory environments.

Skills:
Strong communication and storytelling skills (written & verbal).
Analytical and data-driven; ability to derive insights and trends from client data.
Strategic thinker who can balance long-term account growth with immediate deliverables.
Experience in forecasting revenue planning and stakeholder engagement.

Tools: CRM (e.g. Salesforce) account planning tools financial reporting dashboards
Counter-Fraud/AML Software: Experience in managing clients involving counter-fraud or AML software
to banks in the respective local markets with an understanding of client needs in these areas.
Career Growth: Demonstrated career growth with a track record of increasing responsibilities and
achievements.

Why Join TookiTaki
Work at a visionary RegTech pioneer creating real-world impact in the fight against financial crime.
Join a diverse global team that embraces customer-first thinking and continuous innovation.
Enjoy a high-growth agile environment that encourages ownership creativity and speed.
Get access to world-class learning cross-functional exposure and a chance to shape the future offinancial crime prevention.