Related skills
ms office salesforce sales automation reporting tools web conferencing📋 Description
- Manage key FI clients; assess needs and opportunities quarterly.
- Aim to grow wallet share through cross- and upsell initiatives.
- Maintain quarterly retention targets and client satisfaction.
- Use forecasting techniques to project revenue and growth.
- Complete KPI reporting for accounts and communicate issues.
- Build long-term client relationships and share feedback with Convera.
🎯 Requirements
- Account management success in financial services or fintech.
- Exposure to FX industry desirable.
- Experience growing revenue from existing accounts.
- Strong consultative sales and executive negotiation skills.
- Excellent communication; proficient with MS Office, web conf, Salesforce.
- Experience selling to multinational organizations.
🎁 Benefits
- Flexible work approach.
- Paid holidays and leave policies.
- Health, dental, vision insurance.
- Retirement savings plan.
- Paid volunteering opportunities.
- Wellness programs and mental health resources.
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