投资组合经理,企业客户(外汇与支付)- 必须精通法语
Portfolio Manager, Business Clients (FX & Payments) - Must be fluent in French
职位:外汇/期权(支付)客户经理 - 美国混合办公
建立关系。赋能更明智的业务。实现实际成果。
在Convera,我们相信最佳的客户成果来自于优秀的人才与直观平台的结合。我们正在招聘一名客户经理,通过融合人类洞察力与自助服务能力的服务体验,管理并拓展一批顶级的中小型企业客户组合。此职位适合拥有4年以上B2B销售或客户管理经验的人士,准备承担完整的客户组合管理职责,并对客户成功产生切实影响。
为什么这个职位很重要
外汇和国际支付领域变化迅速且风险高。我们的客户依赖客户经理帮助他们应对复杂情况,将合适的科技与专业指导相结合,为他们的业务带来最佳成果。这不是客户服务岗位;而是全流程的客户管理,具有真正的商业影响力。
你将负责
• 管理并拓展高价值的B2B客户组合,与关键决策者建立牢固的关系
• 通过主动识别机会并扩展客户价值来推动收入和留存
• 在外汇、国际支付和风险管理方面提供定制化解决方案
• 帮助客户充分利用Convera的平台,在需要的地方结合自助服务与专家支持
• 执行有纪律的商业策略,平衡主动接触、渠道开发和关系管理
• 通过与新客户的早期接触,支持我们的业务发展团队
我们寻找的是
我们寻找一位拥有4年以上B2B销售或客户管理经验的人士,有良好的客户关系成长记录。你具备商业驱动力,能够接受目标导向的工作方式,同时平衡关系管理和有纪律的活动。
你以客户为中心但务实,理解牢固的关系能带来成果,你能够在数字和人工主导的互动中自如工作。你具备积极、结构化和负责任的态度,有能力以纪律性管理客户组合并尽早承担责任。
出色的沟通能力和利益相关者影响力是基本要求。在金融服务、外汇或支付领域的经验是一个重大加分项,如果没有,我们会支持合适候选人建立这方面的能力。
必备条件
• 4年以上B2B客户管理/B2B销售经验
查看英文原文
Account Manager (FX/Options - Payments) - United States Hybrid
Build relationships. Enable smarter business. Deliver real outcomes.
At Convera, we believe the best client outcomes come from the combination of great people and intuitive platforms. We’re hiring an Account Manager to manage and grow a portfolio of top-tier upper small business clients by delivering a service experience that blends human insight with self-service capability. This is a role for someone 4+ years into a B2B sales or account management career, ready to step up into full portfolio ownership and make a tangible impact on client success.
Why this role matters
The foreign exchange and international payments landscape is fast-moving and high stakes. Our clients rely on their Account Manager to help navigate complexity, combining the right technology with expert guidance to deliver the best outcomes for their business. This is not a customer service role; it’s end-to-end ownership and real commercial impact.
What you’ll be doing
• Own and grow a portfolio of high-value B2B clients, building strong relationships with key decision-makers
• Drive revenue and retention by proactively identifying opportunities and expanding client value
• Deliver tailored solutions across FX, international payments, and risk management
• Enable clients to maximize Convera’s platform, combining self-service with expert support where it matters
• Execute a disciplined commercial playbook, balancing proactive outreach, pipeline development, and relationship management
• Support our Business Development team through early engagement with new clients.
What we’re looking for
We’re looking for someone with 4+ years’ experience in B2B sales or account management, with a strong track record of growing client relationships. You’re commercially driven and comfortable working to targets, while balancing relationship management with disciplined activity.
You’re people-first but pragmatic, understanding that strong relationships deliver results, and you’re comfortable working across both digital and human-led interactions. You bring a proactive, structured and accountable approach, with the ability to manage a portfolio with discipline and take ownership early.
Strong communication and stakeholder influence skills are essential. Experience in financial services, FX or payments is a major plus, but if not, we’ll support the right candidate to build this capability.
Must Have
• 4+ years B2B account management / B2B sales experience
• 2+ years’ experience in cross-border payments including customer buying needs and typical ICPs and stakeholders in accounts
• Demonstrated experience owning a book of business with revenue/quota responsibility
• Experience with CRM systems (e.g. Salesforce, Gong, HubSpot, etc.) and other sales enablement and AI tools.
• Experience selling basic risk management products e.g. Forwards
• Tech-savvy with a passion for leveraging digital tools to enhance performance.
Good to Have
• Experience selling credit and complex risk products e.g. Options
What we offer
You’ll gain a clear pathway into enterprise account management, sales leadership or specialist roles, supported by structured training and ongoing development. You’ll work with increasingly complex clients, building the capability to navigate more sophisticated payments, FX and risk conversations over time.
You’ll have the opportunity to take ownership of meaningful client relationships early, with real accountability for outcomes. All of this sits within a high-performance, well-supported team where success is recognized, and where you’re given the tools, coaching and autonomy to grow your career at pace.
About Convera
Convera is a global leader in commercial payments, helping businesses manage cross-border transactions and navigate foreign exchange with confidence.
We combine smart technology with real human expertise to deliver solutions that are practical, scalable, and client focused.
Because ultimately, it’s not just about moving money - it’s about helping our clients run better businesses.
Ready to take ownership? If you’re ready to step into a role where you can combine relationship management, commercial ownership, and platform-assisted service delivery - we’d love to hear from you.
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 $85,000.00 - $145,000.00 per year (plus up to 35% in variable commission),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 includes:
- 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.
Originally posted on Himalayas