Lead Strategic Account Manager – Financial Institutions

🔥 2 minutes ago

🇨🇦 Canada – Remote

💵 $140k - $154k / year

⏰ Full Time

🟠 Senior

💰 Account Manager

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Convera

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2000

💼 Consulting

📦 Logistics

🛡️ Insurance

Consulting • Logistics • Insurance

Convera is a company that provides global payment solutions and risk management services to businesses and individuals. With a presence in over 200 countries and territories, Convera offers services like international vendor payments, currency conversion, and cash management. They cater to a diverse range of sectors including education, financial institutions, and healthcare. Convera is particularly focused on aiding global commerce through streamlined cross-border transactions and helping clients manage currency risks with strategies like forward contracts and options.

📋 Description

• Manage relationships with key Convera clients in the Financial Institution sector • Assess current client needs, determine wallet-share opportunities, and execute customer-defined quarterly plans • Confirm the current value proposition and determine next steps to reinforce or expand the offering • Develop and strengthen client relationships through account reviews and on-site visits • Achieve monthly, quarterly, and annual revenue targets through cross-selling and up-selling initiatives • Monitor and achieve quarterly retention targets • Use accurate sales forecasting techniques to reflect forward customer revenue potential and growth opportunities • Complete account-specific KPI reporting • Identify at-risk clients and establish appropriate escalation points • Discuss and identify service, product, and operational improvements with clients • Share customer feedback, ideas, and strategies to drive the business forward • Share best practices and client trends with the KAM team and client portfolio • Maintain knowledge of the client sector and attend networking and industry events • Form discrete plans with client management to foster adoption of FX risk solutions

🎯 Requirements

• Demonstrated success in an Account Management role, preferably in the financial services or fintech sector and experience working with regulated financial institutions • Exposure to the foreign exchange industry is desirable • Experience managing relationships with and driving revenue from existing client accounts • Strong understanding of consultative sales principles • Experience with executive corporate-level negotiations and building long-term client relationships • Financial acumen and knowledge of business needs, concerns, and the commercial impact of global news and events • Strong business-to-business and solutions sales experience • Excellent communication and presentation skills across all media • Ability to use MS Office, web conferencing, search engines, reporting tools, and sales automation platforms such as Salesforce • Proven experience working within and selling into multinational global organisations

🏖️ Benefits

• Commission based on success • Great career growth and development opportunities in a global organization • A flexible approach to work • Paid holidays, time-off and leave policies for life events (maternity, paternity, adoption, bereavement, military) • Paid volunteering opportunities • Health coverage • Retirement savings options • Wellness resources

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