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.

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

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

Key Account Manager – Financial Institutions

Key skills