Digital Relationship Manager – Hong Kong

Convera is the largest non-bank B2B cross-border payments company in the world . At Convera, we are continuously innovating our service and enhancing cross border payments efficiency. From online payment platforms to sophisticated risk management tools that help manage the potential impact of foreign exchange on cash flow, and access to expert currency market insight, Convera helps more than 26,000 clients navigate the complexities of international finance with confidence and ease.

The overriding main functions of this role are to:

Maximise portfolio potential by retaining clients as well as identifying upside or upsell opportunities
Onboard and nurture our clients via our online platforms (Legacy platforms and New GTM platform/s)
Promote a self service model to our clients, utilizing our platform capabilities to enhance efficiency and client engagement

In your role as Digital Relationship Manager, you will:

Take ownership of approximately 500-600 SME clients, providing an excellent customer experience & using “sales through service” techniques to ensure retention and increased spend
This is very much a team role, with team targets across all team accounts
Implement regional business plans as devised by Inside Sales team leader
Engage with members of VOC (Voice of Customer), Product and Digital teams, providing client feedback in appropriate formats
Develop requirements for improvements in platform as necessary, engaging with Customer Success and Global Product teams
Leverage centrally generated Data and Analytics reports to target and contact clients with potential for cross/upsell and collaborate with subject matter experts such as the Corporate Hedging Managers or Pre Sales specialists
Respond to incoming requests via Middle Office support (by phone, online, etc) and answer/route appropriately
Ensure reaccreditation of accounts every year or as prescribed by the Risks Rating assigned.
Work with GTM Marketing on reactivation and nurturing campaigns
Leverage existing Digital 1^st client referrals to mine for new business
Identify Upside/ Upsell Opportunities to grow the clients potential
Engage and adopt the DRM Framework for the appropriate client engagement and tasks e.g Account Review Calls

You will ideally have:

2+ years of progressive inside sales/service experience within a Financial Services or other relevant sector
Successful selling/service experience with services or intangible products (e.g. platform)
Understanding of payments industry and FX services advantageous but not essential
we want you to display a desire to provide your clients with a premium level of customer service.
You’ll need to be commercially astute and understand how to lead and drive revenue with existing clients.
Excellent interpersonal and communication skills, with the ability to build trust, rapport, and credibility with clients on the phone and via email.
You will be working in a fast-paced environment that would require the ability to manage multiple priorities and needs of stakeholders, as well as the agility to respond to changes and developments
A desire to join and grow your career with Convera, as we continue our exciting journey as a true Fintech under new ownership. Google us – you’ll see why it’s a great time to join Convera!

About Convera:

Convera is trusted by more than 26,000 customers across the globe, ranging from small business owners to enterprise treasurers to educational and financial institutions to law firms to NGOs.

We leverage decades of industry experience and industry-leading payments technology to help customers move money – and capture value – with speed and simplicity.

Our customer-first culture prioritizes people, product innovation and investment in technology to advance commerce across more than 200 countries and territories.

We strive to push payments into the future by making them safer, faster and more accessible around the world – ensuring customers unlock the full potential of digital commerce.

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’re ready to unleash your potential.

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