Key Account Manager – Financial Institutions

Convera

Key Account Manager responsible for managing financial institution relationships and identifying selling opportunities at Convera. Ensuring client growth and satisfaction with integrated payment solutions.

Posted 5/6/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $100,000 - $154,000 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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 and building long-term client relationships.
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. Excellent communication/presentation skills across all media, as well as 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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

account managementconsultative salessales forecastingKPI reportingrevenue generationcross-sellingupsellingclient retentionnegotiationfinancial analysis

Soft Skills

relationship managementcommunicationpresentationstrategic thinkingproblem-solvingcollaborationcustomer feedback analysisadaptabilitynetworkingteam knowledge sharing