Convera · 9 hours ago
Key Account Manager (Financial Institutions) – North America
United States
Full-time
Remote
Mid, Senior Level
$100K/yr - $154K/yrConvera is the largest non-bank B2B cross-border payments company in the world. This role will manage relationships with key clients in the Financial Institution sector, focusing on identifying opportunities for integrated solutions and ensuring client growth and satisfaction.
InternetPaymentsSoftware
Responsibilities
Confirm current value proposition and determine key next steps to either reinforce or expand offering. Develop and strengthen client relationships through account review and on-site visits
Achieve monthly, quarterly, and annual revenue targets for individual core/transition portfolio through cross- and upselling initiatives
Monitor and achieve quarterly retention targets
Utilize accurate sales forecasting techniques to reflect forward customer revenue potential and growth opportunities
Complete KPI reporting as required by account
Identify clients at risk (due to competitor approach and / or service issues) and build the appropriate escalation points. Discuss and identify service / product / operational improvements with client base. Share customer feedback and communicate ideas and strategies to drive the business forward
Share leading / best practices and client trends / behaviors with rest of KAM team and with client portfolio to ensure knowledge is shared and establish Convera as a trusted partner
Understand and maintain current knowledge of client sector or vertical and attend networking / industry events to further expertise in specified business / industry
In conjunction with client management, this person will be responsible for the formation of discrete plans to foster adoption of FX risk solutions
Qualification
Required
Demonstrated success in an Account Management role, preferably in the financial services, or fintech sector and worked with regulated financial institutions
Exposure to the foreign exchange industry is desirable
Experience in managing relationships with and driving revenue from existing client accounts
Strong understanding of consultative sales principles and be adept at executive corporate level negotiations and building long-term client relationships
Financially astute with knowledge of business needs and concerns and the commercial impact of global news and events
Strong business-to-business and solutions sales experience
Excellent communication/presentation skills across all media
Ability to use technology (e.g., MS Office, web conferencing, search engines, reporting tools, and sales automation platforms such as Salesforce)
Proven experience of working within and selling into multinational global organizations
Benefits
Market competitive monthly gross salary, plus 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 insurance (medical, dental, vision)
Retirement savings plan
Paid time off, holidays, and parental leave
Wellness programs and mental health resources
Company
Convera
Convera is a global leader in commercial payments.
Founded in 2000
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$20MKey Investors
Mayfield Fund
2006-01-01Acquired
2001-10-01Series C· $20M
Leadership Team
💳 Patrick Gauthier
Chief Executive Officer
Michael Bourque
EVP & CFO
Recent News
2025-09-17
MarketScreener
2025-03-21
2023-07-13
Company data provided by crunchbase