Sr. Client Relationship Manager - FX
C
ConveraFinancial Services
Work From Home - USAFull-TimeSenior
Salary120,000 - 150,000 USD per year
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Job Details
- Experience
- 5+ years' experience
- Required Skills
- SalesforceAnalytical SkillsStakeholder managementAccount ManagementRelationship management
Requirements
- 5+ years' experience in relationship management, account management, payments, banking, treasury, fintech, or foreign exchange.
- Experience managing Financial Institution clients or complex B2B relationships.
- Proven track record of revenue growth and account retention.
- Strong commercial acumen and ability to identify growth opportunities.
- Exceptional relationship-building and stakeholder management skills.
- Strong problem-solving and analytical capabilities.
- Excellent verbal, written, and presentation skills.
- Ability to navigate complex operational and regulatory environments.
- Self-motivated with strong prioritization and organizational skills.
Responsibilities
- Own a portfolio of strategic Financial Institution clients.
- Build and maintain strong relationships with key decision makers and operational stakeholders.
- Lead regular business reviews and service discussions.
- Act as the primary escalation point for client issues and service concerns.
- Develop and execute account strategies to improve retention and grow wallet share.
- Identify opportunities to increase payment volumes, FX revenue, and product adoption.
- Maintain an accurate pipeline and opportunity record in Salesforce.
- Manage complex operational, regulatory, contractual, and servicing issues.
- Support onboarding and training of newer CRMs.
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