Sr. Client Relationship Manager - FX

Convera

4d•$120,000 - $150,000

About The Position

The Senior Client Relationship Manager (Senior 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. The Senior CRM manages larger and more complex client relationships than a CRM and is expected to proactively identify opportunities, resolve complex issues independently, and influence client outcomes through strategic engagement and commercial leadership.

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.
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.
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.
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.