Convera

Key Account Manager – Financial Institutions

Convera

full-time

Posted on:

Location Type: Remote

Location: Canada

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Salary

💰 CA$100,000 - CA$154,000 per year

About the role

  • 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.

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
  • 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 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 managementsales forecastingKPI reportingconsultative salesnegotiationrelationship managementrevenue generationcross-sellingupsellingfinancial acumen
Soft Skills
communicationpresentationclient relationship buildingstrategic thinkingproblem-solvingteam collaborationadaptabilitycustomer feedback integrationtrust buildingnetworking