Convera

Manager

• Establish clear standards for delivery health, including definitions of "done," success criteria, and outcome‑based milestones across technology change programs
• Assess program health across scope, timeline, budget, resourcing, and dependencies, identifying early warning signals before issues become failures
• Partner with program and technology leads to surface gaps, risks, or inconsistencies and support corrective actions
• Ensure there are no "obvious misses" that indicate drift from agreed scope, sequencing, or financial expectations
• Partner with Technology leaders, Business Sponsors, and Finance partners to ensure shared understanding of priorities, trade‑offs, and delivery commitments
• Act as a neutral, trusted interlocutor when delivery issues span multiple teams or functions
• Ensure financial, technical, and business perspectives are consistently reflected in delivery decisions
• Lead quarterly sequencing and prioritization across the technology change portfolio, ensuring alignment with enterprise priorities and delivery capacity
• Identify common themes, risks, or opportunities across programs that may not be visible within individual execution teams
• Surface cross‑program dependencies, duplication of effort, and resource contention, and drive resolution through appropriate governance forums
• Provide clear, accurate, and credible delivery insights to senior leadership, the Executive Committee, and the Board
• Translate complex delivery data into concise, decision‑oriented reporting focused on outcomes, risks, and required actions
• Support enterprise governance forums with fact‑based assessments and recommendations
• Serve as a structured escalation pathway for delivery risks, priority conflicts, and resource constraints
• Drive timely escalation with clear options, implications, and recommendations
• Ensure issues are resolved at the appropriate level, with accountability and follow‑through
• Help shape delivery standards, frameworks, and operating rhythms across the Delivery Centre
• Continuously improve how delivery health is assessed, communicated, and acted upon
• Contribute to the evolution of the Delivery Centre as a trusted enterprise capability

Enterprise Technology Change and Delivery Manager

Account Manager

• Develop a strategic plan to manage your portfolio, ensuring consistent customer service while driving toward annual growth targets.
• Cultivate relationships with key decision-makers and influencers within each organization to strengthen partnerships.
• Support the Direct Sales team in client discovery, ensuring that products, processes, and pricing align with new business opportunities.
• Identify innovative ways to enhance account management efficiency, both internally and externally, leveraging scalable processes and systems.
• Provide mentorship and guidance to the team in sourcing and developing new business opportunities through existing customer channels.
• Collaborate with cross-functional teams across Product & Technology, Marketing, Network, Finance, Operations, Compliance, and Risk to refine our approach to serving Education customers in this strategically vital segment.
• Oversee portfolio management, ensuring the health and growth of the sales funnel and pipeline of new opportunities.
• Continuously review the portfolio to create an active pipeline of upsell opportunities, expanding the range of product offerings across existing accounts.
• Coordinate mid-office and back-office support for clients, acting as an escalation point when needed.
• Maintain compliance standards by monitoring the portfolio and ensuring KYC documentation remains up to date, facilitating discussions between clients and Convera’s Compliance/Sanctions teams.
• Consolidate insights from client conversations, competitor activity, and industry shifts to identify additional value Convera can offer through existing product lines or new investments.
• Support planning and reporting on team performance, sales forecasts, and market trends. Highlight successes and areas for improvement.
• Continuously evaluate and refine sales processes and workflows to improve efficiency, productivity, and team performance.

Senior Account Manager – Education Sector

• Manage relationships with some of Convera’s key clients in the Financial Institution sector.
• Assess clients’ current needs and determine opportunities and execute a defined quarterly plan.
• Identify opportunities to sell integrated solutions and ensure continued client growth and satisfaction.
• 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 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 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 to ensure knowledge is shared and establish Convera as a trusted partner.
• Maintain current knowledge of client sector or vertical and attend networking/industry events to further expertise.

Key Account Manager – Financial Institutions

Compliance

• Manually prepare, populate, and file SAR and/or STR forms based on investigation outputs and established templates
• Ensure all regulatory reports are completed accurately, consistently, and within required deadlines
• Perform data entry and validation across multiple compliance systems and regulatory portals
• Follow documented procedures and escalation paths; flag data gaps or inconsistencies for review
• Collaborate with investigators and senior team members to clarify information needed for filings

Compliance Coordinator

Business Development Rep

• Identify, target, and acquire new clients in key sectors (e.g., financial institutions, money service businesses, fintech and other regulated financial institutions).
• Develop and execute strategic sales plans to achieve revenue and growth targets.
• Build and maintain strong relationships with senior decision-makers and stakeholders.
• Act as a trusted advisor on FX risk management and cross-border payment strategies.
• Provide consultative selling of Convera’s FX and payment solutions, including hedging strategies, spot and forward contracts, and payment automation tools.
• Stay informed on market trends, regulatory changes, and competitive landscape to position Convera as a thought leader.
• Work closely with internal teams (Product, Compliance, Operations) to ensure seamless client onboarding and service delivery.
• Mentor junior team members and contribute to best practices in business development.

Enterprise Technology Change and Delivery Manager

Senior Account Manager – Education Sector

Key Account Manager – Financial Institutions

Compliance Coordinator

Senior Business Development Manager – Financial Institutions