Senior Client Relationship Manager – FX

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee a portfolio of key Financial Institution clients.

• Establish and nurture relationships with essential decision-makers and operational stakeholders.

• Facilitate regular business reviews and service discussions.

• Serve as the primary point of escalation for client issues and service-related concerns.

• Formulate and implement account strategies aimed at enhancing retention and increasing wallet share.

• Detect opportunities to boost payment volumes, FX revenue, and product adoption.

• Track client activities and market trends to reveal growth prospects.

• Collaborate with Sales, Partnerships, Product, and Dealers to create commercial opportunities.

• Keep an accurate record of the pipeline and opportunities within Salesforce.

• Coordinate with internal teams to guarantee a seamless customer experience.

• Address complex operational, regulatory, contractual, and servicing challenges.

• Lead the resolution of client escalations and identify the root causes of recurring issues.

• Acquire in-depth knowledge of Convera's payment and FX solutions.

• Provide internal insights regarding client requirements, servicing models, and industry trends.

• Assist in new product launches, migrations, and strategic initiatives.

• Support the onboarding and training of newer Customer Relationship Managers (CRMs).

• Share best practices and offer coaching across the team.

• Contribute to initiatives aimed at process improvement and enhancements to the operating model.

• Achieve revenue growth, client retention, product adoption, effective escalation management, team development, and strategic account-plan execution.

⛳️ Requirements

• Over 5 years of experience in relationship management, account management, payments, banking, treasury, fintech, or foreign exchange.

• Experience working with Financial Institution clients or managing complex B2B relationships.

• Proven success in driving revenue growth and maintaining account retention.

• Strong commercial insight and capability to pinpoint growth opportunities.

• Outstanding relationship-building and stakeholder management abilities.

• Excellent problem-solving and analytical skills.

• Superior verbal, written, and presentation skills.

• Ability to navigate complex operational and regulatory landscapes.

• Self-driven with robust 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.