Senior Account Manager - Montreal

📌 Core Information

🔹 Job Title: Senior Account Manager - Montreal

🔹 Company: Convera

🔹 Location: Montréal, Quebec, Canada

🔹 Job Type: On-site

🔹 Category: 💼 Account Management

🔹 Date Posted: Wed Apr 02 2025

🔹 Experience Level: 5-10 years

🔹 Remote Status: On-site

📌 Essential Job Details

🚀 Job Overview

Key aspects of this role include:

• Managing a portfolio of approximately 100 commercial customers.
• Providing expert advice and support in diverse Foreign Exchange (FX) markets.
• Opportunities for upselling and cross-selling to enhance revenue.
• Achieving and surpassing sales targets with a proactive approach.

ASSUMPTION: The role involves significant client interaction and decision-making authority. This assumption is based on the need for managing a diverse client portfolio and maximizing sales opportunities.

📋 Key Responsibilities

✅ Delivering an excellent client experience to approximately 100 commercial customers.

✅ Managing a wide range of FX deals across various products.

✅ Maximizing opportunities for upselling and cross-selling.

✅ Proactive customer engagement to understand and serve their requirements.

ASSUMPTION: The responsibilities suggest a high level of autonomy and responsibility, possibly indicative of a leadership role in managing key client relationships.

🎯 Required Qualifications

Education: Not specified

Experience: Proven track record in selling and account management within FinTech/Finance.

Required Skills:

• Account Management
• Client Experience
• Sales within FinTech/Finance
• Fluent in French and English

Preferred Skills:

• Knowledge of FX products and services
• Effective communication and proactive sales approach

ASSUMPTION: A bachelor's degree in finance, business, or a related field is likely preferred, given the focus on sales and account management in the financial services sector.

💰 Compensation & Benefits

Salary Range: Market competitive salary

Benefits:

• Annual bonus opportunities
• Career growth and development in a global setting
• Generous insurance packages
• Paid holidays and time-off for life events
• Paid volunteering opportunities

Working Hours: Full-time, 40 hours per week

ASSUMPTION: The compensation package is designed to attract high-caliber talent by offering financial incentives aligned with performance targets.

📌 Applicant Insights

🔍 Company Context

Industry: Financial Services, providing B2B cross-border payment solutions

Company Size: 1,001-5,000 employees

Founded: Not specified

Company Description:

• Largest non-bank B2B cross-border payments company globally.
• Serves more than 30,000 global customers.
• Focuses on delivering technology-led payment solutions.

Company Specialties:

• Foreign Exchange
• International Business Payment Solutions
• Risk and Compliance Management

Company Website: http://www.convera.com

ASSUMPTION: The company’s transformational journey from Western Union Business Solutions suggests a forward-thinking, innovative mindset.

📊 Role Analysis

Career Level: Senior level with substantial client management responsibilities

Reporting Structure: Likely reports to a Regional Account Director or equivalent leader.

Work Arrangement: On-site role based in Montreal, Quebec

Growth Opportunities:

• Leadership development programs
• Cross-departmental collaboration opportunities
• Potential for advancement to regional management roles

ASSUMPTION: The role may provide a strategic platform for career advancement within the international financial services market.

🌍 Location & Work Environment

Office Type: Professional office setting in a central location

Office Location(s): 1010 Sherbrooke West, Suite 2310, Montreal, QC, H3A 2R7, CA

Geographic Context:

• Located in Montreal, a pivotal city for international business in Canada.
• Access to a diverse, multilingual workforce.
• Vibrant cultural and economic environment.

Work Schedule: Standard business hours with potential client interaction outside regular hours.

ASSUMPTION: The office environment supports collaborative work, emphasizing innovation and constant client engagement.

💼 Interview & Application Insights

Typical Process:

• Initial application screening
• First round behavioral interview
• Technical interview focusing on FX and sales strategies

Key Assessment Areas:

• Sales and negotiation skills
• Understanding of FX markets
• Client relationship management abilities

Application Tips:

• Highlight experience in B2B sales and account management
• Discuss knowledge of FX markets confidently
• Demonstrate language proficiency in both French and English

ATS Keywords: Account Management, Foreign Exchange, B2B Sales, Client Experience, Risk Management

ASSUMPTION: The application process is likely competitive, favoring candidates who can demonstrate a deep understanding of the financial markets.

🛠️ Tools & Technologies

• CRM software
• Foreign Exchange trading platforms
• Communication and collaboration tools

ASSUMPTION: Familiarity with financial trading platforms and CRM tools is essential to succeed in this role.

👔 Cultural Fit Considerations

Company Values:

• Customer-centricity
• Innovation
• Diversity and Inclusion

Work Style:

• Proactive and results-oriented
• Collaboration-focused
• Adaptable to dynamic environments

Self-Assessment Questions:

• How do you adapt to rapidly changing market conditions?
• Describe a successful upselling experience.
• How do you prioritize tasks under tight deadlines?

ASSUMPTION: The company's emphasis on innovation and customer value suggests an environment that appreciates proactive problem-solving.

⚠️ Potential Challenges

• High-pressure sales targets
• Keeping up with evolving FX markets
• Managing diverse client needs
• Balancing proactive engagement with operational duties

ASSUMPTION: The role is likely demanding, requiring resilience and proactive time management skills.

📈 Similar Roles Comparison

• Interaction with clients in non-financial sectors may differ substantially.
• Opportunities for professional growth may be higher in a growing fintech environment.
• Compensation packages might vary based on company size and market positioning.

ASSUMPTION: Comparable roles in smaller firms may offer less international exposure and growth potential.

📝 Sample Projects

• Developing tailored FX solutions for a new client segment
• Implementing a cross-selling campaign targeted at existing clients
• Redesigning the client onboarding process for better engagement

ASSUMPTION: Sample projects assume a focus on innovation and efficiency improvements to drive client satisfaction and revenue.

❓ Key Questions to Ask During Interview

• What are the key metrics for success in this role?
• How does the company support career growth for this position?
• Can you describe a typical day in this role?
• How does Convera differentiate itself from competitors in FX markets?
• What are the biggest challenges currently facing the team?

ASSUMPTION: These questions aim to provide deeper insights into the role and company strategy, which are critical for alignment in a senior position.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Tailor your resume with relevant experience and skills
• Prepare your answers for potential interview questions
• Highlight your bilingual language proficiency
• Demonstrate your understanding of FX markets

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.