Senior Account Representative
pThe bAccount Manager /b is responsible for managing and growing relationships with a portfolio of clients across Italy. Acting as a primary point of contact for assigned customers, this role focuses on customer satisfaction, retention, account growth, and delivering excellent customer experience. /ppWorking closely with internal teams and external partners, the Account Manager supports institutions in maximizing the value of Convera's solutions while identifying opportunities to expand services and strengthen customer relationships. This role combines relationship management, customer success, and commercial accountability to support customer and business objectives. /ph3Key Responsibilities /h3h3Account Management /h3ulliManage a portfolio of SMEs and Corporates customers across Italy /liliBuild and maintain strong working relationships with key customer stakeholders. /liliConduct regular customer meetings to review performance, discuss business needs, and identify opportunities to improve customer outcomes. /liliSupport customer retention and renewal efforts through proactive engagement and responsive account management. /liliManage incoming enquiries and requests from customers and execute outbound campaigns among existing customer base, leading by example within the rest of the team. /liliMaintain accurate account information, activity records, and opportunity tracking within CRM systems. /li /ulh3Customer Relationship Management /h3ulliServe as a primary point of contact for assigned customers and coordinate support across internal teams, including Customer Care, Compliance, Credit, Operations, Finance, and Implementation. /liliHelp resolve customer issues and escalat... when appropriate to ensure timely resolution. /liliGather and communicate customer feedback to relevant internal stakeholders. /liliFoster positive customer experiences and build long-term relationships based on trust, responsiveness, and value delivery. /li /ulh3Account Growth Revenue Support /h3ulliIdentify opportunities for additional products and services that align with customer needs and objectives. /liliSupport upsell, cross-sell, and expansion initiatives within assigned accounts. /liliPartner with sales and business development teams to pursue growth opportunities within existing customer relationships. /liliAssist with contract renewals, customer reviews, and commercial discussions as needed. /liliEncourage customer referrals and introductions to other departments, faculties, or campuses where opportunities exist. /liliWork closely with internal stakeholders and external partners to ensure successful delivery of services and solutions. /liliSupport implementation and adoption activities for new products, services, or enhancements.
/liliCoordinate customer-facing activities and ensure clear communication throughout the customer lifecycle. /liliContribute to continuous improvement efforts by sharing customer insights and recommendations. /li /ulh3Industry Market Awareness /h3ulliMaintain knowledge of the sector and the challenges /liliStay informed about trends and FX market evolutions. /liliMonitor FX market developments and regulatory changes that may impact customers across the Italian market. /liliUse and develop FX derivatives products, such as FWD, Flexi and Options. /liliApply industry knowledge to support customer conversations and identify opportunities to add value. /li /ulh3Operational Excellence /h3ulliMonitor customer activity, account performance, and service utilization. /liliSupport forecasting, renewal planning, and account reporting activities. /liliEnsure compliance with company policies, contractual requirements, and service standards. /liliContribute to achievement of team goals and performance targets. /li /ulh3Qualifications /h3ulliBachelor's degree in Business, Finance or a related field, or an equivalent combination of education and experience. /lili3-5 years of experience in account management, customer success, relationship management, sales, or a related customer-facing role. /liliStrong knowledge of FX products and markets. /liliDemonstrated ability to build and maintain customer relationships across multiple stakeholder groups. /liliExperience supporting customer retention, renewals, or account growth initiatives. /liliStrong communication, presentation, and interpersonal skills. /liliEffective problem-solving and organizational abilities with strong attention to detail. /liliAbility to manage multiple priorities and work independently in a remote environment. /liliExperience working across different European markets, cultures, and business environments is advantageous. /li /ulh3Key Performance Indicators /h3ulliCustomer retention and renewal rates. /liliCustomer satisfaction and relationship health. /liliAchievement of account growth, upsell, and cross-sell objectives. /liliTimely resolution of customer issues and inquiries. /liliCustomer engagement levels and adoption of services. /liliQuality and accuracy of account plans, forecasts, and CRM data. /liliContribution to team revenue and customer success goals.
/li /ulh3Role Impact /h3pThe Account Manager plays an important role in maintaining and growing Convera's relationships within the Italian SME sector. Through strong customer engagement, effective account management, and collaboration with internal teams, this role helps institutions achieve their goals while supporting revenue growth, customer retention, and long-term partnership success. By delivering value to customers across the Italian Market, the role contributes directly to Convera's continued growth in the education sector. /ph3About Convera /h3pConvera 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. /ppOur 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. /ppAs 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. /ppConvera requires background checks of all new employees at the appropriate stage of the application procedure, including, in certain countries, the investigation of criminal convictions, in accordance with applicable federal, state and local law. Disclosure of a criminal record will not necessarily disqualify you for employment. Any conviction or guilty plea will be evaluated on its own merit with respect to time, nature, circumstances and seriousness, as well as any other factors required pursuant to applicable federal, state and local law, in relation to the job for which you are indicating interest. However, failure to disclose this information when requested, in accordance with applicable federal, state and local law, will generally result in a disqualification of your application or termination of employment. /ppThere 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. /ph3We Offer /h3ulliOpportunity to earn a premio based on performance /liliGreat career growth and development opportunities in a global organization /liliFlexible and collaborative working environment /li /ul #J-18808-Ljbffr
/liliCoordinate customer-facing activities and ensure clear communication throughout the customer lifecycle. /liliContribute to continuous improvement efforts by sharing customer insights and recommendations. /li /ulh3Industry Market Awareness /h3ulliMaintain knowledge of the sector and the challenges /liliStay informed about trends and FX market evolutions. /liliMonitor FX market developments and regulatory changes that may impact customers across the Italian market. /liliUse and develop FX derivatives products, such as FWD, Flexi and Options. /liliApply industry knowledge to support customer conversations and identify opportunities to add value. /li /ulh3Operational Excellence /h3ulliMonitor customer activity, account performance, and service utilization. /liliSupport forecasting, renewal planning, and account reporting activities. /liliEnsure compliance with company policies, contractual requirements, and service standards. /liliContribute to achievement of team goals and performance targets. /li /ulh3Qualifications /h3ulliBachelor's degree in Business, Finance or a related field, or an equivalent combination of education and experience. /lili3-5 years of experience in account management, customer success, relationship management, sales, or a related customer-facing role. /liliStrong knowledge of FX products and markets. /liliDemonstrated ability to build and maintain customer relationships across multiple stakeholder groups. /liliExperience supporting customer retention, renewals, or account growth initiatives. /liliStrong communication, presentation, and interpersonal skills. /liliEffective problem-solving and organizational abilities with strong attention to detail. /liliAbility to manage multiple priorities and work independently in a remote environment. /liliExperience working across different European markets, cultures, and business environments is advantageous. /li /ulh3Key Performance Indicators /h3ulliCustomer retention and renewal rates. /liliCustomer satisfaction and relationship health. /liliAchievement of account growth, upsell, and cross-sell objectives. /liliTimely resolution of customer issues and inquiries. /liliCustomer engagement levels and adoption of services. /liliQuality and accuracy of account plans, forecasts, and CRM data. /liliContribution to team revenue and customer success goals.
/li /ulh3Role Impact /h3pThe Account Manager plays an important role in maintaining and growing Convera's relationships within the Italian SME sector. Through strong customer engagement, effective account management, and collaboration with internal teams, this role helps institutions achieve their goals while supporting revenue growth, customer retention, and long-term partnership success. By delivering value to customers across the Italian Market, the role contributes directly to Convera's continued growth in the education sector. /ph3About Convera /h3pConvera 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. /ppOur 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. /ppAs 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. /ppConvera requires background checks of all new employees at the appropriate stage of the application procedure, including, in certain countries, the investigation of criminal convictions, in accordance with applicable federal, state and local law. Disclosure of a criminal record will not necessarily disqualify you for employment. Any conviction or guilty plea will be evaluated on its own merit with respect to time, nature, circumstances and seriousness, as well as any other factors required pursuant to applicable federal, state and local law, in relation to the job for which you are indicating interest. However, failure to disclose this information when requested, in accordance with applicable federal, state and local law, will generally result in a disqualification of your application or termination of employment. /ppThere 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. /ph3We Offer /h3ulliOpportunity to earn a premio based on performance /liliGreat career growth and development opportunities in a global organization /liliFlexible and collaborative working environment /li /ul #J-18808-Ljbffr