Senior Account Manager - Toronto

📌 Core Information

🔹 Job Title: Senior Account Manager - Toronto

🔹 Company: Convera

🔹 Location: Toronto, Ontario, Canada

🔹 Job Type: On-site

🔹 Category: 💼 Account Management

🔹 Date Posted: April 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 clients
• Delivering exceptional client experience in FX markets
• Maximizing opportunities for upselling and cross-selling
• Advising clients on risk management and FX strategies

ASSUMPTION: The role may involve direct client interaction and negotiation, requiring strong interpersonal skills and a deep understanding of FX products and market dynamics.

📋 Key Responsibilities

✅ Delivering an excellent client experience to a portfolio of approximately 100 commercial customers

✅ Managing and transacting a wide range of FX deals

✅ Retaining clients while upselling and cross-selling FX products

✅ Making informed business decisions with company-wide support

✅ Achieving and surpassing sales targets through proactive client engagement

ASSUMPTION: Success in this role is likely dependent on proactive customer engagement and the ability to understand complex financial products.

🎯 Required Qualifications

Education: Not specified, likely preference for a degree in Finance, Business, or a related field

Experience: Proven sales and account management experience within the FinTech/Finance sector

Required Skills:

• Account management proficiency
• Client experience excellence
• Foreign Exchange knowledge

Preferred Skills:

• Experience with FX products
• Ability to exceed sales targets

ASSUMPTION: While specific educational backgrounds aren't mentioned, a solid understanding of financial products and markets is implied as essential for the role.

💰 Compensation & Benefits

Salary Range: Market competitive; compensation details are typically commensurate with experience and capabilities

Benefits:

• Annual bonus opportunity
• Growth and development opportunities
• Comprehensive insurance coverage
• Flexible working policies
• Paid leave for life events

Working Hours: 40 hours per week; flexibility might be possible depending on business needs

ASSUMPTION: While exact compensation details are not provided, the role includes both fixed and performance-based earnings, encouraging high achievers.

📌 Applicant Insights

🔍 Company Context

Industry: Financial Services, specializing in foreign exchange and cross-border payments

Company Size: 1,001-5,000 employees, offering opportunities typical of mid-sized firms, like resource availability combined with agility

Founded: Not specified; understands legacy aspects from Western Union Business Solutions and an innovative FinTech approach

Company Description:

• Largest non-bank B2B cross-border payments company globally
• Serves a diverse range of customers, including small businesses and large enterprises
• Passionate about diversity and inclusion

Company Specialties:

• Financial network across 140+ currencies
• Deep expertise in risk and compliance

Company Website: www.convera.com

ASSUMPTION: Convera aims to leverage its historic roots and fintech innovations to establish a strong market presence in global payments.

📊 Role Analysis

Career Level: Senior role with significant client interaction and account management responsibilities

Reporting Structure: Likely reporting to the regional Director or VP of Account Management

Work Arrangement: Full-time on-site in Toronto

Growth Opportunities:

• Leadership roles in account management
• Expansion into other fintech-related services
• Cross-functional projects and strategic development roles

ASSUMPTION: Growth in this role could lead to leadership positions within client management or strategic account development depending on performance and company needs.

🌍 Location & Work Environment

Office Type: Modern corporate office in a central city location, designed for professional client interactions

Office Location(s): Toronto Street, Suite 800, Toronto, ON, M5C 2V6, Canada

Geographic Context:

• Located in a major financial hub of Canada
• Rich multicultural environment providing diverse dining and leisure activities
• Strong public transport links for easy commuting

Work Schedule: Standard business hours with possible flexibility depending on client needs and market demands

ASSUMPTION: The central location suggests easy access to professional networks and client sites, which may be beneficial for career growth and client engagement.

💼 Interview & Application Insights

Typical Process:

• Submit online application
• Complete initial screening interview
• Participate in a technical and behavioral interview

Key Assessment Areas:

• Account management experience
• FX market knowledge and negotiation skills
• Client relationship management capability

Application Tips:

• Highlight experience in financial services and fintech
• Demonstrate successful sales strategies in past roles
• Prepare to discuss specific FX product knowledge

ATS Keywords: Account Management, FX, Client Relationships, Financial Services, FinTech

ASSUMPTION: The interview process will focus heavily on proven sales and management performance in similar markets, supplemented by problem-solving skills relevant to FX.

🛠️ Tools & Technologies

• CRM software (e.g., Salesforce)
• Financial trading platforms
• Data analysis tools

ASSUMPTION: Familiarity with these technological tools is crucial for success in the role, particularly in managing customer data and conducting trades efficiently.

👔 Cultural Fit Considerations

Company Values:

• Diversity and inclusivity
• Commitment to customer satisfaction
• Innovation and agility

Work Style:

• Collaborative and team-oriented
• Results-driven with a focus on client success
• Adaptable to change and proactive in approach

Self-Assessment Questions:

• How do you stay informed about trends in FX markets?
• What sales strategies have you found most effective?
• How do you manage competing priorities when handling multiple accounts?

ASSUMPTION: Cultural fit will heavily favor those capable of collaborative, high-performance work within a fast-paced, client-focused corporate environment.

⚠️ Potential Challenges

• High-pressure targets with competitive bonuses
• Need for quick adaptation to market changes
• Balancing individual goals with team objectives
• Managing a diverse portfolio of clients with varying needs

ASSUMPTION: Success in this role requires resilience and excellent organizational skills, able to thrive in a dynamic, results-oriented environment.

📈 Similar Roles Comparison

• More client interaction compared to traditional finance roles
• Greater focus on FX knowledge than typical account management positions
• Bonus structures that reward individual performance specifically

ASSUMPTION: Positions similar to this one may differ in client types or product offerings, but this role's focus remains on FX and B2B financial services.

📝 Sample Projects

• Developing a risk mitigation strategy for client portfolios
• Creating tailored FX solutions for business expansions
• Implementing client retention programs through strategic advisory

ASSUMPTION: The role may involve leading initiatives that directly impact client financial outcomes, necessitating strategic thinking and deep product knowledge.

❓ Key Questions to Ask During Interview

• What strategies does Convera use to stay ahead in the FX market?
• How does Convera support career growth and skill development?
• What does success look like for an Account Manager in the first year?
• What tools and resources are provided for managing client relationships?
• How does the company measure client satisfaction and success?

ASSUMPTION: These questions are intended to provide insights into company practices and expectations, vital for aligning career goals with company objectives.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through Convera's website
• Ensure your resume highlights relevant experience and achievements
• Prepare for an initial screening interview
• Research Convera’s market presence and recent achievements
• Follow up post-interview to express continued interest and eagerness to contribute

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