Key Account Manager (Financial Institutions) - LACA

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Requirements:

• Minimum 10 years of experience of managing portfolios of high-value Financial Institutions clients
• Experience in selling financial services to Financial Institutions customers
• Detailed knowledge of the financial services and/or payment industry
• Detailed understanding of bulk payment processing, the international payment landscape, accounting systems, and platform integration is essential
• Strong project management experience to lead upselling opportunities while working closely with internal teams (i.e., including bid, customer assurance, pre-sales, and customer care) to ensure seamless service delivery
• Must be fluent in English, Spanish and Brazilian Portuguese (oral and written), as all internal communication is in English and external communication is in Spanish and Portuguese.

Responsibilities:

• Achieve revenue and customer targets by establishing deep partnerships with existing Financial Institution customers in LACA, providing payments services
• Develop account planning to protect and grow revenue, with goal of over-achieving targets
• Develop a deep understanding of customers’ strategic priorities, with a focus on identifying solutions that deliver competitive advantage
• Establish strong and intimate working relationships to retain Convera’s customers
• Act as a trusted advisor to strategically important customers
• Leverage referrals for potential new business
• Thanks to the knowledge of our system and platforms, undertake transactions where required on behalf of customers in a responsive, efficient, and timely manner and according to Convera’s policies and compliance / regulatory requirements
• Identify the need for payment and FX solutions that align with customers’ objectives
• Manage, track, and report performance and forecast against customer accounts in relation to agreed key performance indicators and metrics
• Be the advocate of your customers’ internally, presenting their needs in an articulated way to our internal credit department
• Act ethically and in perfect respect of the rules in Convera’s highly regulated environment, taking customer best interest at heart
• Cooperate and collaborate with Compliance, Operations, and Finance colleagues across multiple countries.