Senior Client Relationship Manager – FX

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $120k - $150k / year

⏰ Full Time

🟠 Senior

💰 Account Manager

🦅 H1B Visa Sponsor

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Logo of Convera

Convera

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 a portfolio of strategic Financial Institution clients • Build and maintain relationships with key decision makers and operational stakeholders • Lead regular business reviews and service discussions • Act as the primary escalation point for client issues and service concerns • Develop and execute account strategies to improve retention and grow wallet share • Identify opportunities to increase payment volumes, FX revenue, and product adoption • Monitor client activity and market trends to uncover growth opportunities • Partner with Sales, Partnerships, Product, and Dealers to develop commercial opportunities • Maintain an accurate pipeline and opportunity record in Salesforce • Coordinate internal teams to ensure a seamless customer experience • Manage complex operational, regulatory, contractual, and servicing issues • Drive resolution of client escalations and identify root causes of recurring problems • Develop deep expertise in Convera's payment and FX solutions • Provide internal guidance on client requirements, servicing models, and industry trends • Support new product launches, migrations, and strategic initiatives • Support onboarding and training of newer CRMs • Share best practices and provide coaching across the team • Contribute to process improvement initiatives and operating model enhancements • Deliver revenue growth, client retention, product adoption, effective escalation management, team development, and strategic account-plan execution

🎯 Requirements

• 5+ years' experience in relationship management, account management, payments, banking, treasury, fintech, or foreign exchange • Experience managing Financial Institution clients or complex B2B relationships • Proven track record of revenue growth and account retention • Strong commercial acumen and ability to identify growth opportunities • Exceptional relationship-building and stakeholder management skills • Strong problem-solving and analytical capabilities • Excellent verbal, written, and presentation skills • Ability to navigate complex operational and regulatory environments • Self-motivated with strong prioritization and organizational skills

🏖️ Benefits

• Health insurance (medical, dental, vision) • Retirement savings plan • Paid time off, holidays, and parental leave • Wellness programs and mental health resources

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