HHiring Reality
← Convera

Client Relationship Manager - FX

Convera
Location
Work From Home - USA
Posted
24 days ago
Department
Financial Institutions - Banks & Fintech - Other
Salary
$90,000-$120,000.00
What they actually want (must-haves)
  • 5+ years' experience in relationship management, account management, payments, banking, treasury, fintech, or foreign exchange
  • Experience managing Financial Institution clients or complex B2B relationships
  • Proven track record of revenue growth and account retention
  • Strong commercial acumen and ability to identify growth opportunities
  • Exceptional relationship-building and stakeholder management skills
  • Strong problem-solving and analytical capabilities
What the job really is

The Client Relationship Manager (CRM) is responsible for managing a portfolio of strategic Financial Institution clients, focusing on revenue growth, retention, and operational excellence. Daily tasks include building relationships with key stakeholders, leading business reviews, identifying growth opportunities, and coordinating internal teams to ensure a seamless customer experience. The role also involves mentoring newer team members and contributing to process improvements.

Benefits
  • Health insurance (medical, dental, vision)
  • Retirement savings plan
  • Paid time off, holidays, and parental leave
  • Wellness programs and mental health resources
Things to weigh
  • Salary range provided is $90,000-$120,000, which may vary based on experience and location
  • Role involves managing complex operational and regulatory issues, which may require significant expertise
  • Focus on revenue growth and client retention may lead to high-pressure situations
Job score4/5
Benefits2/5
Freshness4/5
Career value4/5
Role clarity5/5
Pay transparency5/5

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