Strategic Account Manager, Business Clients (FX & Payments)

Convera; California; On-site; USD 85,000 - 98,000; Full time

Benefits offered by this job

Retirement savings plan

Paid time off

Wellness programs

Job summary

Convera is seeking an Account Manager to own and grow a portfolio of top-tier B2B clients, delivering a service experience that blends human insight with self-service capability.

You will manage a 4+ year track record in B2B sales or account management, drive revenue, expand client value, and navigate FX, international payments, and risk management with a disciplined commercial approach. This role offers growth and a supportive high-performance team.

Qualifications

• 4+ years B2B account management / sales experience.
• 2+ years in cross-border payments and understanding ICPs & stakeholders.
• Proven ownership of revenue/quota in a book of business.
• Experience with CRM systems (Salesforce, Gong, HubSpot) and AI tools.
• Experience selling FX and risk products (FX/Forwards required).

Responsibilities

• Own and grow a portfolio of high-value B2B clients and build relationships with key decision-makers.
• Drive revenue and retention by identifying opportunities and expanding client value.
• Deliver tailored solutions across FX, international payments, and risk management.
• Enable clients to maximize Convera’s platform with self-service and expert support.
• Execute a disciplined commercial playbook with pipeline development and relationship management.
• Support Business Development through early engagement with new clients.

Skills

B2B sales

Account management

Relationship building

CRM systems

FX knowledge

Risk management

Communication

Tech-savvy

Tools

Salesforce

Gong

HubSpot

AI tools

Job description

At Convera, we believe the best client outcomes come from the combination of great people and intuitive platforms. We’re hiring an Account Manager to manage and grow a portfolio of top-tier upper small business clients by delivering a service experience that blends human insight with self-service capability. This is a role for someone 4+ years into a B2B sales or account management career, ready to step up into full portfolio ownership and make a tangible impact on client success.

Why this role matters

The foreign exchange and international payments landscape is fast-moving and high stakes. Our clients rely on their Account Manager to help navigate complexity, combining the right technology with expert guidance to deliver the best outcomes for their business. This is not a customer service role; it’s end-to-end ownership and real commercial impact.

What You’ll Be Doing

• Own and grow a portfolio of high-value B2B clients, building strong relationships with key decision-makers
• Drive revenue and retention by proactively identifying opportunities and expanding client value
• Deliver tailored solutions across FX, international payments, and risk management
• Enable clients to maximize Convera’s platform, combining self-service with expert support where it matters
• Execute a disciplined commercial playbook, balancing proactive outreach, pipeline development, and relationship management
• Support our Business Development team through early engagement with new clients.

What We’re Looking For

We’re looking for someone with 4+ years’ experience in B2B sales or account management, with a strong track record of growing client relationships. You’re commercially driven and comfortable working to targets, while balancing relationship management with disciplined activity.

You’re people-first but pragmatic, understanding that strong relationships deliver results, and you’re comfortable working across both digital and human-led interactions. You bring a proactive, structured and accountable approach, with the ability to manage a portfolio with discipline and take ownership early.

Strong communication and stakeholder influence skills are essential. Experience in financial services, FX or payments is a major plus, but if not, we’ll support the right candidate to build this capability.

Qualifications

• 4+ years B2B account management / B2B sales experience
• 2+ years’ experience in cross-border payments including customer buying needs and typical ICPs and stakeholders in accounts
• Demonstrated experience owning a book of business with revenue/quota responsibility
• Experience with CRM systems (e.g. Salesforce, Gong, HubSpot, etc.) and other sales enablement and AI tools.
• Experience selling basic risk management products - FX and Forwards experience a MUST
• Experience selling credit and complex risk products e.g. Options
• Tech-savvy with a passion for leveraging digital tools to enhance performance.

What We Offer

You’ll gain a clear pathway into enterprise account management, sales leadership or specialist roles, supported by structured training and ongoing development. You’ll work with increasingly complex clients, building the capability to navigate more sophisticated payments, FX and risk conversations over time.

You’ll have the opportunity to take ownership of meaningful client relationships early, with real accountability for outcomes. All of this sits within a high-performance, well-supported team where success is recognized, and where you’re given the tools, coaching and autonomy to grow your career at pace.

About Convera

Convera is a global leader in commercial payments, helping businesses manage cross-border transactions and navigate foreign exchange with confidence.

We combine smart technology with real human expertise to deliver solutions that are practical, scalable, and client focused. Because ultimately, it’s not just about moving money - it’s about helping our clients run better businesses.Ready to take ownership? If you’re ready to step into a role where you can combine relationship management, commercial ownership, and platform-assisted service delivery - we’d love to hear from you.

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 $85,000 - $98,000 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 Includes

• 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.