Senior Account Manager – Education

Responsibilities

• Develop a strategic plan to manage your portfolio, ensuring consistent customer service while driving toward annual growth targets.
• Cultivate relationships with key decision-makers and influencers within each organization to strengthen partnerships.
• Support the Direct Sales team in client discovery, ensuring that products, processes, and pricing align with new business opportunities.
• Identify innovative ways to enhance account management efficiency, both internally and externally, leveraging scalable processes and systems.
• Provide mentorship and guidance to the team in sourcing and developing new business opportunities through existing customer channels.
• Collaborate with cross‑functional teams across Product & Technology, Marketing, Network, Finance, Operations, Compliance, and Risk to refine our approach to serving Education customers in this strategically vital segment.
• Oversee portfolio management, ensuring the health and growth of the sales funnel and pipeline of new opportunities.
• Continuously review the portfolio to create an active pipeline of upsell opportunities, expanding the range of product offerings across existing accounts.
• Coordinate mid‑office and back‑office support for clients, acting as an escalation point when needed.
• Maintain compliance standards by monitoring the portfolio and ensuring KYC documentation remains up to date, facilitating discussions between clients and Convera’s Compliance/Sanctions teams.
• Consolidate insights from client conversations, competitor activity, and industry shifts to identify additional value Convera can offer through existing product lines or new investments.
• Support planning and reporting on team performance, sales forecasts, and market trends. Highlight successes and areas for improvement.
• Continuously evaluate and refine sales processes and workflows to improve efficiency, productivity, and team performance.

• Deep understanding of US Education space: minimum 5 years in international payments (Payments Industry) and 2 years in the education sector.
• 3-7 years+ in Sales or Account Management roles with proven track record of achieving targets.
• Bachelor’s degree in marketing, business administration, sales, or relevant field; or 3 years’ experience and a master’s degree; or equivalent work experience.
• A proven eye for identifying new sales opportunities and areas of cross and upselling within existing accounts.
• Excellent communication/presentation skills across all media, as well as experience in leading sales and GTM technology ( experience an asset).
• Ability to travel throughout US and Canada for face‑to‑face client visits – 10% of your time.
• Experience with CRM systems (Salesforce experience required) and other sales enablement tools.