Strategic Account Manager Financial Institutions

Manage Convera’s financial institution relationships from home in Canada, using consultative sales and revenue growth expertise. Build client value through cross-selling and retention.

As Lead Strategic Account Manager, you will manage key Financial Institution clients and assess needs, wallet share potential, and quarterly priorities. The role focuses on integrated solutions, client growth, and satisfaction. You will apply account management, solutions sales, and executive negotiation skills across regulated institutions.

• Confirm value propositions and define account expansion next steps
• Strengthen relationships through reviews and on-site client visits
• Achieve portfolio revenue targets through cross-selling and up-selling
• Monitor retention targets and identify clients at risk
• Forecast revenue and report account KPIs accurately

• Successful account management experience in financial services or fintech
• Experience managing existing accounts and driving client revenue
• Understanding of consultative sales and executive-level negotiations
• Strong business-to-business and solutions sales experience
• Excellent communication, presentation, and technology skills

Bring financial institution account management, consultative selling, forecasting, and relationship-building expertise to Convera’s Canadian team.