Key Account Manager (Financial Institutions) – North America

Job description

Senior Account Representative – Payments/FX Location: Work from Home USA: This role will manage relationships with some of Convera’s key clients in the Financial Institution sector. You will assess clients’ current needs and determine opportunities (wallet share potential) and execute a defined (with the customer) quarterly plan. The focus is to identify opportunities to sell integrated solutions and ensure continued client growth and satisfaction. Responsibilities : - 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 im...