Relationship Manager

About the role

Convera is seeking a Relationship Manager to manage and grow a portfolio of SMB clients in Zurich. You will combine human expertise with self‑service capabilities to support clients in international payments, foreign exchange, and risk management.

Key responsibilities

• Own and expand a portfolio of upper‑SMB clients, building strong relationships with key stakeholders.
• Identify growth opportunities and drive revenue, retention, and client engagement.
• Deliver tailored solutions across foreign exchange, international payments, and risk‑management products.
• Maintain accurate client records using CRM and leverage AI‑powered tools for productivity.

Required profile

• 4+ years of B2B sales, account or relationship management experience.
• 2+ years in cross‑border payments, foreign exchange or financial services.
• Proven ability to manage a revenue‑responsible portfolio and meet activity targets.
• Strong commercial mindset and comfort operating in a fast‑paced, target‑driven environment.

Required skills

• Experience with CRM platforms such as Salesforce.
• Familiarity with sales enablement tools like Gong and Highspot.
• Digital literacy and interest in leveraging AI tools for performance improvement.