Lead Strategic Account Manager (Financial Institutions)

About the role

This role effectively manages relationships with some of Convera's key clients in the Financial Institution sector. You will assess client's current needs and determine opportunities (wallet share potential) and execute a defined (with the customer) quarterly plan. The focus is to identify opportunities to sell integrated solutions and ensure continued client growth and satisfaction.

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 up-selling initiatives
• Monitor and achieve quarterly retention targets
• Utilise 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 / vertical, and attend networking / industry events to further expertise in specified business / industry
• In conjunction with client management, will be responsible for the formation of discrete plans to foster adoption of FX risk solutions.

You will ideally have

• 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 managing relationships with and driving revenue from existing client accounts
• You will come with a strong understanding of consultative sales principles and be adept at executive corporate level negotiations and building long-term client relationships.
• You will be financially astute with knowledge of business needs and concerns and the commercial impact of global news and events.
• You will come with strong business-to-business and solutions sales experience.
• You will have excellent communication/presentation skills across all media, as well as the 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 multi-national global organisations

Pay Transparency Statement

Convera is committed to pay transparency and equity in accordance with applicable U.S. state and local laws. For this position, the expected base salary range is [$140,000 - $157,000] per year, depending on factors such as experience, qualifications, and geographic location. We use a tiered geographic pay system to ensure fairness across regions. Candidates in high-cost areas may receive higher offers within the posted range.

Benefits

We also offer a comprehensive benefits package, which may include:

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

Final compensation and benefits will be discussed during the hiring process and may vary based on individual circumstances and business needs.