Sr. Client Relationship Manager - FX

Senior Client Relationship Manager (Financial Institutions)

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.

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.

Revenue Growth

• 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.

Operational Leadership

• 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.

Subject Matter Expertise

• 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.

Team Leadership & Mentoring

• 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