Sr. Client Relationship Manager - FX New Work From Home - USA

Convera; Northern (KY); Hybrid; USD 120,000 - 150,000; Full time

Benefits offered by this job

Retirement savings plan

Paid time off and holidays

Parental leave

Wellness programs

Job summary

Convera is seeking a Client Relationship Manager (CRM) for financial institutions to manage a strategic portfolio, drive revenue growth, retention, and operational excellence. You will partner with cross-functional teams to deliver outstanding service and build trusted advisor relationships.

You will lead business reviews, tackle escalations, and develop account strategies while deepening expertise in cross-border payments and FX solutions.

Qualifications

• 5+ years' experience in relationship management or related B2B roles.
• Experience with Financial Institution clients or complex multi-stakeholder relationships.
• Proven revenue growth and account retention track record.
• Strong commercial acumen to identify growth opportunities.
• Excellent communication and presentation skills; able to navigate regulatory environments.

Responsibilities

• Own a portfolio of strategic Financial Institution clients.
• Build relationships with key decision makers and stakeholders.
• Lead regular business reviews and service discussions.
• Serve as escalation point for client issues and service concerns.
• Develop account strategies to improve retention and grow wallet share.
• Identify opportunities to increase payments volumes, FX revenue, and product adoption.
• Coordinate internal teams to ensure a seamless customer experience.
• Provide SME guidance on Convera's payment and FX solutions.

Skills

Relationship management

Account management

Payments

Banking

Treasury

Fintech

Foreign exchange

Job description

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

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.

Revenue Growth

Identify opportunities to increase payment volumes, FX revenue, and product adoption.

Monitor client activity and market trends to uncover growth opportunities.

Partner with Sales, Partnerships, Product, and Dealers to develop commercial opportunities.

Maintain an accurate pipeline and opportunity record in Salesforce.

Operational Leadership

Coordinate internal teams to ensure a seamless customer experience.

Manage complex operational, regulatory, contractual, and servicing issues.

Drive resolution of client escalations and identify root causes of recurring problems.

Monitor client activity for trends, risks, and service improvement opportunities.

Subject Matter Expertise

Develop deep expertise in Convera's payment and FX solutions.

Understand the regulatory and operational environments in which Financial Institutions operate.

Provide guidance internally on client requirements, servicing models, and industry trends.

Support new product launches, migrations, and strategic initiatives.

Support onboarding and training of newer CRMs.

Share best practices and provide coaching across the team.

Act as a senior resource and escalation point for complex client situations.

Contribute to process improvement initiatives and operating model enhancements.

Qualifications

Required Experience:

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.

Success Measures

Client retention and satisfaction.

Product adoption and wallet share growth.

Effective management of escalations and service issues.

Contribution to team development and operational improvements.

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 $120,000.00 - $150,000.00 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:

• 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.