Client Relationship Manager - FX
Convera Open · verified Sep 21, 2026 Work From Home Manager Account Management
At a glance
Mid-level Account Management role at Convera. Work From Home · $90,000–$120,000 base.
SalaryStated by Convera
$90,000 – $120,000
Base salary for this role, in USD per year, as published in the posting.
RoleAccount Management
SeniorityManager
LocationWork From Home
Base pay$90,000–$120,000
PostedAug 27, 2026 · 3w ago
Role brief
Growth Roles summary, based on the employer's posting.
What you'll do
- Manage strategic Financial Institution accounts, keeping decision makers engaged through reviews and service conversations
- Find ways to expand payment volumes, foreign exchange revenue, and product usage across your portfolio
- Coordinate internal teams through regulatory, contractual, operational, and servicing challenges
- Track opportunities in Salesforce while developing account plans for retention and wallet-share growth
- Coach newer relationship managers and serve as an escalation resource for complex client situations
What you bring
- At least five years in client relationships, account ownership, payments, banking, treasury, fintech, or foreign exchange
- Background handling Financial Institution customers or other complex B2B accounts
- Evidence that you have grown revenue and retained accounts
- Commercial judgment, strong analysis, and clear verbal, written, and presentation skills
Who this fits
This role suits a senior relationship manager who understands cross-border payments, foreign exchange, and the operating environment of Financial Institutions. You should be comfortable owning escalations, coordinating internal partners, and mentoring newer colleagues. The position is work from home within the United States, with a stated base salary of $90,000 to $120,000 per year.
From the employer
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.
- 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.
- 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.
- Revenue growth against portfolio targets.
- 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.
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.
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