Convera

Key Account Manager – Financial Institutions

Convera

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $100,000 - $154,000 per year

About the role

  • Manage relationships with key clients in the Financial Institution sector.
  • Assess clients’ needs and determine opportunities for growth.
  • Execute a quarterly plan in collaboration with the customer.
  • Achieve revenue targets through cross-selling and upselling initiatives.
  • Monitor and achieve retention targets.
  • Maintain accurate sales forecasting techniques and KPI reporting.
  • Identify at-risk clients and build appropriate escalation points.
  • Share best practices and trends with the KAM team.

Requirements

  • 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 adept at executive corporate level negotiations.
  • 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 with excellent communication/presentation skills across all media.
  • Ability to use technology (e.g., MS Office, web conferencing, 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
account managementconsultative salessales forecastingKPI reportingcross-sellingupsellingnegotiationfinancial analysisbusiness-to-business salessolutions sales
Soft Skills
relationship managementcommunication skillspresentation skillscollaborationproblem-solvingstrategic thinkingclient needs assessmenttrend analysisescalation managementteam sharing