Senior Account Representative – Payments/FX

Location: Work from Home USA

This role will manage relationships with some of Convera’s key clients in the Financial Institution sector.   You will assess clients’ current needs and determine opportunities (wallet share potential) and execute a defined (with the customer) quarterly plan. The focus is to identify opportunities to sell integrated solutions and ensure continued client growth and satisfaction.

 Responsibilities:

• Confirm current value proposition and determine key next steps to either reinforce or expand offering. Develop and strengthen client relationships through account review and on-site visits
• Achieve monthly, quarterly, and annual revenue targets for individual core/transition portfolio through cross- and upselling initiatives
• Monitor and achieve quarterly retention targets
• Utilize accurate sales forecasting techniques to reflect forward customer revenue potential and growth opportunities.
• Complete KPI reporting as required by account
• Identify clients at risk (due to competitor approach and / or service issues) and build the appropriate escalation points. Discuss and identify service / product / operational improvements with client base. Share customer feedback and communicate ideas and strategies to drive the business forward
• Share leading / best practices and client trends / behaviors with rest of KAM team and with client portfolio to ensure knowledge is shared and establish Convera as a trusted partner.
• Understand and maintain current knowledge of client sector or vertical and attend networking / industry events to further expertise in specified business / industry.
• In conjunction with client management, this person will be responsible for the formation of discrete plans to foster adoption of FX risk solutions.

 You should apply if you have:

• Demonstrated success in an Account Management role, preferably in the financial services, or fintech sector and worked with regulated financial institutions.
• Exposure to the foreign exchange industry is desirable
• Experience in managing relationships with and driving revenue from existing client accounts
• You will come with a strong understanding of consultative sales principles and be adept at executive corporate level negotiations and building long-term client relationships.
• You will be financially astute with knowledge of business needs and concerns and the commercial impact of global news and events.
• You will come with strong business-to-business and solutions sales experience. You will have excellent communication/presentation skills across all media, as well as the ability to use technology (e.g., MS Office, web conferencing, search engines, reporting tools, and sales automation platforms such as Salesforce).
• Proven experience of working within and selling into multinational global organizations

 About Convera

Convera is the largest non-bank B2B cross-border payments company in the world. Formerly Western Union Business Solutions, we leverage decades of industry expertise and technology-led payment solutions to deliver smarter money movements to our customers – helping them capture more value with every transaction. Convera serves more than 30,000 customers ranging from small business owners to enterprise treasurers to educational institutions to financial institutions to law firms to NGOs (Non-Government Organization).

 Our teams care deeply about the value we bring to our customers, which makes Convera a rewarding place to work. This is an exciting time for our organization as we build our team with growth-minded, result-oriented people who are looking to move fast in an innovative environment.

 As a truly global company with employees in over 20 countries, we are passionate about diversity; we seek and celebrate people from diverse backgrounds, lifestyles, and unique points of view. We want to work with the best people and ensure we foster a culture of inclusion and belonging.

We offer an abundance of competitive perks and benefits including:

• Market competitive monthly gross salary, plus commission based on success
• Great career growth and development opportunities in a global organization
• A flexible approach to work 
• Paid holidays, time-off and leave policies for life events (maternity, paternity, adoption, bereavement, military)
• Paid volunteering opportunities

There are plenty of amazing opportunities at Convera for talented, creative problem solvers who never settle for good enough and are looking to transform Business to Business payments. Apply now if you are ready to unleash your potential.

Pay Transparency Statement

Convera is committed to pay transparency and equity in accordance with applicable U.S. state and local laws. For this position, the expected base salary range is $100,000.00 - $154,000.00 per year, depending on factors such as experience, qualifications, and geographic location. We use a tiered geographic pay system to ensure fairness across regions. Candidates in high-cost areas may receive higher offers within the posted range.

We also offer a comprehensive benefits package, which may include:

• Health insurance (medical, dental, vision)
• Retirement savings plan
• Paid time off, holidays, and parental leave
• Wellness programs and mental health resources

Final compensation and benefits will be discussed during the hiring process and may vary based on individual circumstances and business needs.

Senior Account Representative – Payments/FX

Location: Work from Home Canada

This role will manage relationships with some of Convera’s key clients in the Financial Institution sector.   You will assess clients’ current needs and determine opportunities (wallet share potential) and execute a defined (with the customer) quarterly plan. The focus is to identify opportunities to sell integrated solutions and ensure continued client growth and satisfaction.

 Responsibilities:

• Confirm current value proposition and determine key next steps to either reinforce or expand offering. Develop and strengthen client relationships through account review and on-site visits
• Achieve monthly, quarterly, and annual revenue targets for individual core/transition portfolio through cross- and upselling initiatives
• Monitor and achieve quarterly retention targets
• Utilize accurate sales forecasting techniques to reflect forward customer revenue potential and growth opportunities.
• Complete KPI reporting as required by account
• Identify clients at risk (due to competitor approach and / or service issues) and build the appropriate escalation points. Discuss and identify service / product / operational improvements with client base. Share customer feedback and communicate ideas and strategies to drive the business forward
• Share leading / best practices and client trends / behaviors with rest of KAM team and with client portfolio to ensure knowledge is shared and establish Convera as a trusted partner.
• Understand and maintain current knowledge of client sector or vertical and attend networking / industry events to further expertise in specified business / industry.
• In conjunction with client management, this person will be responsible for the formation of discrete plans to foster adoption of FX risk solutions.

 You should apply if you have:

• Demonstrated success in an Account Management role, preferably in the financial services, or fintech sector and worked with regulated financial institutions.
• Exposure to the foreign exchange industry is desirable
• Experience in managing relationships with and driving revenue from existing client accounts
• You will come with a strong understanding of consultative sales principles and be adept at executive corporate level negotiations and building long-term client relationships.
• You will be financially astute with knowledge of business needs and concerns and the commercial impact of global news and events.
• You will come with strong business-to-business and solutions sales experience. You will have excellent communication/presentation skills across all media, as well as the ability to use technology (e.g., MS Office, web conferencing, search engines, reporting tools, and sales automation platforms such as Salesforce).
• Proven experience of working within and selling into multinational global organizations

 About Convera

Convera is the largest non-bank B2B cross-border payments company in the world. Formerly Western Union Business Solutions, we leverage decades of industry expertise and technology-led payment solutions to deliver smarter money movements to our customers – helping them capture more value with every transaction. Convera serves more than 30,000 customers ranging from small business owners to enterprise treasurers to educational institutions to financial institutions to law firms to NGOs (Non-Government Organization).

 Our teams care deeply about the value we bring to our customers, which makes Convera a rewarding place to work. This is an exciting time for our organization as we build our team with growth-minded, result-oriented people who are looking to move fast in an innovative environment.

 As a truly global company with employees in over 20 countries, we are passionate about diversity; we seek and celebrate people from diverse backgrounds, lifestyles, and unique points of view. We want to work with the best people and ensure we foster a culture of inclusion and belonging.

We offer an abundance of competitive perks and benefits including:

• Market competitive monthly gross salary, plus commission based on success
• Great career growth and development opportunities in a global organization
• A flexible approach to work 
• Paid holidays, time-off and leave policies for life events (maternity, paternity, adoption, bereavement, military)
• Paid volunteering opportunities

There are plenty of amazing opportunities at Convera for talented, creative problem solvers who never settle for good enough and are looking to transform Business to Business payments. Apply now if you are ready to unleash your potential.

We are seeking a motivated and experienced Markets Compliance professional to support the offering of derivatives products across Canada and the United States. 

The role has responsibility for Canadian derivatives compliance and US derivatives regulatory requirements applicable to Convera’s activities, including compliance with Commodity Futures Trading Commission (CFTC) requirements. 

This role reports to the Head of Markets Compliance – APAC & North America. 

Key Responsibilities 

US & Canada – Primary Coverage 

• Provide second line of defence oversight for the offering of derivatives products in the US and Canada, including forwards, options and other OTC derivatives.
• Act as advisor to the front line sales teams in relation to regulatory requirements applicable to Convera’s derivative products.
• Ensure compliance with applicable Canadian Securities Administrators (CSA) and provincial regulatory requirements, including derivatives business conduct and trade reporting obligations.
• Ensure compliance with CFTC requirements applicable to non-swap dealers, including activity-based scope limitations and record-keeping obligations.
• Act as a key compliance liaison with US and Canadian regulators, including supporting regulatory inquiries and examinations as required.
• Perform oversight, monitoring and controls testing across end-to-end derivatives processes, identifying control gaps and remediation actions.
• Escalate material breaches or control failures in accordance with Convera’s escalation framework. 

Global / Cross-Regional Responsibilities 

• Develop and maintain policies, procedures and controls covering derivatives compliance across Canada and the United States.
• Perform compliance monitoring and support the global Markets Compliance global monitoring and testing program.
• Maintain regulatory horizon scanning for Canadian and US derivatives regulation.
• Support the delivery of derivatives compliance training across North America.
• Work closely with Legal, Risk, Operations and Front Office teams globally. 

Qualifications, Skills and Experience 

• University degree in law, finance, economics or a related discipline.
• Experience in markets or derivatives compliance in Canada and/or the United States.
• Strong knowledge of Canadian derivatives regulation and practical understanding of CFTC requirements applicable to non-swap dealers.
• Experience supporting regulatory examinations or audits.
• Strong written and verbal communications skills, including formal presentation skills
• Strong analytical and problem solving skills.
• Well-developed interpersonal skills in a team-oriented environment
• Ability to work independently in a structured and analytical way
• Ability to work in a fast-changing environment with multiple priorities 

Additional Information 

This is a full-time role based in Toronto, Ontario. Availability during core North American business hours is required, with flexibility for global meetings. This is a Hybrid position, 2-3 days a week in our Toronto office. 

About Convera 

Convera is a global leader in commercial payments that powers international business by moving money with ease. We provide tech-led payment solutions to help more than 26,000 customers globally grow with confidence, from small businesses to CFOs and treasurers. As experts in foreign exchange, risk and compliance, with an unrivaled regulatory footprint, Convera’s financial network spans more than 140 currencies and 200 countries and territories. 

Our teams care deeply about the value we deliver to our customers, which makes Convera a rewarding place to work. This is an exciting time for our organization as we expand our team with growth-minded, results-oriented people who are looking to move fast in an innovative environment.  

As a truly global company with employees in over 20 countries, we are passionate about diversity; we seek and celebrate people from different backgrounds, lifestyles, and unique points of view. We want to work with the best people and ensure we foster a culture of inclusion and belonging.   

We offer an abundance of competitive perks and benefits including:  

• Competitive salary
• Opportunity to earn a bonus (dependent on performance)
• Great career growth and development opportunities in a global organization 
• Corporate benefits  

There are plenty of amazing opportunities at Convera for talented, creative problem solvers who never settle for good enough and are looking to transform Business to Business payments.   

Apply now!

Pay Transparency Statement 

Convera is committed to transparent, fair, and equitable hiring practices in full compliance with Canadian federal and provincial requirements. 

• Compensation: This role pays $95,000 - $140,000 per year + an annual bonus 
• AI Use: Convera does not use artificial intelligence to screen, assess, or select applicants.
• Vacancy Status: This posting is for an existing vacancy.
• Canadian Experience: Convera does not require Canadian work experience.
• Benefits: We offer a competitive benefits package, including health coverage, retirement savings options, paid time off, and wellness resources. 

Final compensation and benefits will be discussed during the hiring process and may vary based on individual circumstances and business needs. 

Senior Business Development Manager - FX (Payments) - Montreal

As a global leader in commercial payments that powers international business by moving money with ease, Convera is seeking a Senior Business Development Manager to support B2B sales in Montreal.

The Role

We are looking for tenacious, motivated, resilient individuals with a competitive mindset to build a diverse and delivering pipeline of SME, Corporate, and Blue-Chip clients, identifying and securing business opportunities within the Growth Payments industry in Canada.

Roles and Responsibilities

• Contribute to sales strategic planning and business development initiatives
• Develop and execute strategic sales plans to expand the client base and achieve sales targets
• Manage the entire 360-degree sales process independently
• Maintain knowledge of the FX market, compliance, legislative, and broader business/economic trends to anticipate and meet client needs
• Surface and understand customer pain points to present/match Convera solutions to meet their needs or objectives.
• Use market data and Convera’s value proposition to identify new leads and opportunities to build a continuous pipeline
• Achieve key performance indicators (KPIs) such as revenue setting targets, and report them on a weekly, monthly, and quarterly basis, to drive revenue growth and retention as well as develop a sales strategy with key product partners.
• Identify and engage new prospects in SME and Corporate sectors, aligning with Partners under the direction of the Head of Desk or Sales Leaders
• Proactively seek new business opportunities through cold calls, networking events, referrals, exhibitions, and partnerships
• Use sales tools like Salesforce, HubSpot, and ZoomInfo to generate leads
• Present and demonstrate [international payment solutions and products] to key decision-makers
• Introduce relevant support functions such as Customer Relationship Management (CRM), Corporate Hedging manager (CHM) and/or Sales Leaders/Heads of Desk to clients
• Build and maintain long-term relationships with associated organizations, partners, and advisors of our prospective clients in the employer services industry
• Collaborate with different partnership teams within Convera to develop a strong external network of Ideal Customer Profile (ICP) partners
• Provide ongoing consultation and support to ensure client satisfaction and retention
• Manage new customers until they transition to the CRM Team
• Participate in industry events to promote solutions and network with potential clients
• Lead and influence negotiations with clients of large established organizations (i.e., from the Owner of a start-up to the Finance Director or Chief Executive Officer), securing profitable agreements
• Ensure contracts are compliant and monitor performance against agreed terms in collaboration with legal and finance teams
• Maintain documentation of all relevant SFDC records (e.g., sales diary, prospect’s next steps, etc.)
• Work closely with internal teams (i.e., including bid, customer assurance, pre-sales, and customer care) to ensure seamless service delivery
• Provide market feedback to support product development and marketing strategies
• Work with Global Segment leads and regional product partners to ensure product offering is competitive in service, function, and price
• Support junior members of the team and support and/or lead training projects
• Maintain accurate forecasts and insights on customer requirements, trends, and risks
• Track performance metrics to measure success and identify areas for improvement, leveraging sales tool such as Salesforce

Basic Qualifications

• 5+ years of B2B sales experience in international payments or financial services
• 3-6 years in FX (i.e., understanding of financial markets and their instruments, such as SPOT, FWDS, Derivatives), payments (i.e., understanding of payments & technology market), or financial markets
• Extensive sales experience within a global organization with a network of senior contacts in the Growth Payments sector
• Proven ability to navigate gate keepers to reach and influence C-Suite level relationships
• Strong sales management, business acumen, and strategic account management skills
• Knowledge of international payments and foreign exchange products
• Financially astute with knowledge of business needs/concerns, as well as the commercial impact of global news and events
• Proficient in CRM software (e.g., Salesforce, HubSpot) and MS Office Suite
• Ability to work independently to achieve or exceed KPIs and revenue targets
• Willingness to attain Level 3 CISI Certificate (i.e., Introduction to securities and investments)] and/or Level 4 CISI Certificate (Investment advice diploma)] within 6 months of hire
• Must be fluent in English (oral and written), as all internal communication is in English

Preferred Qualifications

• Experience working in financial institutions, hedging solutions, and/or management consulting services a plus
• Familiarity with the Miller-Heiman strategic selling framework or similar sales methodologies
• Detailed knowledge of the geographical area of reference in terms of banking environment, including established professional networks, competition, and technology suppliers
• Bachelor’s degree preferred, MBA is a plus

ABOUT CONVERA

Convera is a global leader in commercial payments that powers international business by moving money with ease. We provide tech-led payment solutions to help more than 26,000 customers globally grow with confidence, from small businesses to CFOs and treasurers. As experts in foreign exchange, risk and compliance, with an unrivaled regulatory footprint, Convera’s financial network spans more than 140 currencies and 200 countries and territories.

Our teams care deeply about the value we deliver to our customers, which makes Convera a rewarding place to work. This is an exciting time for our organization as we expand our team with growth-minded, results-oriented people who are looking to move fast in an innovative environment.

As a truly global company with employees in over 20 countries, we are passionate about diversity; we seek and celebrate people from different backgrounds, lifestyles, and unique points of view. We want to work with the best people and ensure we foster a culture of inclusion and belonging.

We offer an abundance of competitive perks and benefits including:

• Competitive salary
• Opportunity to earn a bonus (dependent on performance)
• Great career growth and development opportunities in a global organization
• Corporate benefits

There are plenty of amazing opportunities at Convera for talented, creative problem solvers who never settle for good enough and are looking to transform Business to Business payments.

Apply now!

Pay Transparency Statement

Convera is committed to transparent, fair, and equitable hiring practices in full compliance with Canadian federal and provincial requirements.

• Compensation: This role pays $100,000.00 - $150,000.00 per year.
• AI Use: Convera does not use artificial intelligence to screen, assess, or select applicants.
• Vacancy Status: This posting is for an existing vacancy.
• Canadian Experience: Convera does not require Canadian work experience.
• Benefits: We offer a competitive benefits package, including health coverage, retirement savings options, paid time off, and wellness resources.

Final compensation and benefits will be discussed during the hiring process and may vary based on individual circumstances and business needs.

Senior Business Development Manager - FX (Payments) - Toronto

As a global leader in commercial payments that powers international business by moving money with ease, Convera is seeking a Senior Business Development Manager to support B2B sales in Toronto.

The Role

We are looking for tenacious, motivated, resilient individuals with a competitive mindset to build a diverse and delivering pipeline of SME, Corporate, and Blue-Chip clients, identifying and securing business opportunities within the Growth Payments industry in Canada.

Roles and Responsibilities

• Contribute to sales strategic planning and business development initiatives
• Develop and execute strategic sales plans to expand the client base and achieve sales targets
• Manage the entire 360-degree sales process independently
• Maintain knowledge of the FX market, compliance, legislative, and broader business/economic trends to anticipate and meet client needs
• Surface and understand customer pain points to present/match Convera solutions to meet their needs or objectives.
• Use market data and Convera’s value proposition to identify new leads and opportunities to build a continuous pipeline
• Achieve key performance indicators (KPIs) such as revenue setting targets, and report them on a weekly, monthly, and quarterly basis, to drive revenue growth and retention as well as develop a sales strategy with key product partners.
• Identify and engage new prospects in SME and Corporate sectors, aligning with Partners under the direction of the Head of Desk or Sales Leaders
• Proactively seek new business opportunities through cold calls, networking events, referrals, exhibitions, and partnerships
• Use sales tools like Salesforce, HubSpot, and ZoomInfo to generate leads
• Present and demonstrate [international payment solutions and products] to key decision-makers
• Introduce relevant support functions such as Customer Relationship Management (CRM), Corporate Hedging manager (CHM) and/or Sales Leaders/Heads of Desk to clients
• Build and maintain long-term relationships with associated organizations, partners, and advisors of our prospective clients in the employer services industry
• Collaborate with different partnership teams within Convera to develop a strong external network of Ideal Customer Profile (ICP) partners
• Provide ongoing consultation and support to ensure client satisfaction and retention
• Manage new customers until they transition to the CRM Team
• Participate in industry events to promote solutions and network with potential clients
• Lead and influence negotiations with clients of large established organizations (i.e., from the Owner of a start-up to the Finance Director or Chief Executive Officer), securing profitable agreements
• Ensure contracts are compliant and monitor performance against agreed terms in collaboration with legal and finance teams
• Maintain documentation of all relevant SFDC records (e.g., sales diary, prospect’s next steps, etc.)
• Work closely with internal teams (i.e., including bid, customer assurance, pre-sales, and customer care) to ensure seamless service delivery
• Provide market feedback to support product development and marketing strategies
• Work with Global Segment leads and regional product partners to ensure product offering is competitive in service, function, and price
• Support junior members of the team and support and/or lead training projects
• Maintain accurate forecasts and insights on customer requirements, trends, and risks
• Track performance metrics to measure success and identify areas for improvement, leveraging sales tool such as Salesforce

Basic Qualifications

• 5+ years of B2B sales experience in international payments or financial services
• 3-6 years in FX (i.e., understanding of financial markets and their instruments, such as SPOT, FWDS, Derivatives), payments (i.e., understanding of payments & technology market), or financial markets
• Extensive sales experience within a global organization with a network of senior contacts in the Growth Payments sector
• Proven ability to navigate gate keepers to reach and influence C-Suite level relationships
• Strong sales management, business acumen, and strategic account management skills
• Knowledge of international payments and foreign exchange products
• Financially astute with knowledge of business needs/concerns, as well as the commercial impact of global news and events
• Proficient in CRM software (e.g., Salesforce, HubSpot) and MS Office Suite
• Ability to work independently to achieve or exceed KPIs and revenue targets
• Willingness to attain Level 3 CISI Certificate (i.e., Introduction to securities and investments)] and/or Level 4 CISI Certificate (Investment advice diploma)] within 6 months of hire
• Must be fluent in English (oral and written), as all internal communication is in English

Preferred Qualifications

• Experience working in financial institutions, hedging solutions, and/or management consulting services a plus
• Familiarity with the Miller-Heiman strategic selling framework or similar sales methodologies
• Detailed knowledge of the geographical area of reference in terms of banking environment, including established professional networks, competition, and technology suppliers
• Bachelor’s degree preferred, MBA is a plus

ABOUT CONVERA

Convera is a global leader in commercial payments that powers international business by moving money with ease. We provide tech-led payment solutions to help more than 26,000 customers globally grow with confidence, from small businesses to CFOs and treasurers. As experts in foreign exchange, risk and compliance, with an unrivaled regulatory footprint, Convera’s financial network spans more than 140 currencies and 200 countries and territories.

Our teams care deeply about the value we deliver to our customers, which makes Convera a rewarding place to work. This is an exciting time for our organization as we expand our team with growth-minded, results-oriented people who are looking to move fast in an innovative environment.

As a truly global company with employees in over 20 countries, we are passionate about diversity; we seek and celebrate people from different backgrounds, lifestyles, and unique points of view. We want to work with the best people and ensure we foster a culture of inclusion and belonging.

We offer an abundance of competitive perks and benefits including:

• Competitive salary
• Opportunity to earn a bonus (dependent on performance)
• Great career growth and development opportunities in a global organization
• Corporate benefits

There are plenty of amazing opportunities at Convera for talented, creative problem solvers who never settle for good enough and are looking to transform Business to Business payments.

Apply now!

Pay Transparency Statement

Convera is committed to transparent, fair, and equitable hiring practices in full compliance with Canadian federal and provincial requirements.

• Compensation: This role pays $100,000.00 - $150,000.00 per year.
• AI Use: Convera does not use artificial intelligence to screen, assess, or select applicants.
• Vacancy Status: This posting is for an existing vacancy.
• Canadian Experience: Convera does not require Canadian work experience.
• Benefits: We offer a competitive benefits package, including health coverage, retirement savings options, paid time off, and wellness resources.

Final compensation and benefits will be discussed during the hiring process and may vary based on individual circumstances and business needs.