Client Relationship Manager (Financial Institutions)
Position Summary
The Client Relationship Manager (CRM) is responsible for managing a portfolio of strategic Financial Institution clients while driving revenue growth, retention, and operational excellence.
The role serves as a trusted advisor to clients and an internal advocate for customer success, combining deep expertise in cross-border payments, foreign exchange, operational workflows, and relationship management.
Key Responsibilities:
Client Relationship Management
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Own a portfolio of strategic Financial Institution clients.
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Build and maintain strong relationships with key decision makers and operational stakeholders.
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Lead regular business reviews and service discussions.
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Act as the primary escalation point for client issues and service concerns.
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Develop and execute account strategies to improve retention and grow wallet share.
Revenue Growth
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Identify opportunities to increase payment volumes, FX revenue, and product adoption.
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Monitor client activity and market trends to uncover growth opportunities.
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Partner with Sales, Partnerships, Product, and Dealers to develop commercial opportunities.
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Maintain an accurate pipeline and opportunity record in Salesforce.
Operational Leadership
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Coordinate internal teams to ensure a seamless customer experience.
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Manage complex operational, regulatory, contractual, and servicing issues.
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Drive resolution of client escalations and identify root causes of recurring problems.
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Monitor client activity for trends, risks, and service improvement opportunities.
Subject Matter Expertise
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Develop deep expertise in Convera's payment and FX solutions.
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Understand the regulatory and operational environments in which Financial Institutions operate.
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Provide guidance internally on client requirements, servicing models, and industry trends.
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Support new product launches, migrations, and strategic initiatives.
Team Leadership & Mentoring
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Support onboarding and training of newer CRMs.
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Share best practices and provide coaching across the team.
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Act as a senior resource and escalation point for complex client situations.
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Contribute to process improvement initiatives and operating model enhancements.
Qualifications
Required Experience:
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5+ years' experience in relationship management, account management, payments, banking, treasury, fintech, or foreign exchange.
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Experience managing Financial Institution clients or complex B2B relationships.
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Proven track record of revenue growth and account retention.
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Strong commercial acumen and ability to identify growth opportunities.
Skills & Competencies
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Exceptional relationship-building and stakeholder management skills.
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Strong problem-solving and analytical capabilities.
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Excellent verbal, written, and presentation skills.
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Ability to navigate complex operational and regulatory environments.
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Self-motivated with strong prioritization and organizational skills.
Success Measures
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Revenue growth against portfolio targets.
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Client retention and satisfaction.
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Product adoption and wallet share growth.
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Effective management of escalations and service issues.
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Contribution to team development and operational improvements.
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Successful execution of strategic account plans.
About Convera
Convera is a global leader in commercial payments that powers international business by moving money with ease. We provide tech-led payment solutions to help more than 26,000 customers globally grow with confidence, from small businesses to CFOs and treasurers. As experts in foreign exchange, risk and compliance, with an unrivaled regulatory footprint, Convera’s financial network spans more than 140 currencies and 200 countries and territories.
Our teams care deeply about the value we deliver to our customers, which makes Convera a rewarding place to work. This is an exciting time for our organization as we expand our team with growth-minded, results-oriented people who are looking to move fast in an innovative environment.
As a truly global company with employees in over 20 countries, we are passionate about diversity; we seek and celebrate people from different backgrounds, lifestyles, and unique points of view. We want to work with the best people and ensure we foster a culture of inclusion and belonging.
There are plenty of amazing opportunities at Convera for talented, creative problem solvers who never settle for good enough and are looking to transform Business to Business payments.
Pay Transparency Statement
Convera is committed to pay transparency and equity in accordance with applicable U.S. state and local laws. For this position, the expected base salary range is $90,000-$120,000.00 per year, depending on factors such as experience, qualifications, and geographic location. We use a tiered geographic pay system to ensure fairness across regions. Candidates in high-cost areas may receive higher offers within the posted range.
We also offer a comprehensive benefits package, which may include:
- Health insurance (medical, dental, vision)
- Retirement savings plan
- Paid time off, holidays, and parental leave
- Wellness programs and mental health resources
Final compensation and benefits will be discussed during the hiring process and may vary based on individual circumstances and business needs.
