Convera

About the Company

Convera is a global commercial fintech that powers international business by moving money with ease. We provide tech-led payment solutions to help more than 25,000 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.

Listed Jobs

Company Name

Convera

Job Title

Inside Sales Associate

Job Description

Job Title: Inside Sales Associate Role Summary: Drive revenue growth and client retention across a portfolio of 500+ UK-based B2B customers in the cross‑border payments sector. Manage account expansion, new client acquisition, and ongoing portfolio optimization through data‑driven outreach and collaborative marketing initiatives. Expectations: - Meet or exceed quarterly sales quotas and portfolio growth targets. - Maintain a high level of customer satisfaction and retention rates. - Deliver consistent, accurate reporting of CRM metrics and KPIs to leadership. Key Responsibilities: - Own a managed portfolio of 500+ clients, conducting regular account reviews and implementing engagement frameworks. - Identify cross‑sell and upsell opportunities using centrally generated data and analytics. - Collaborate with marketing to launch retention, win‑back, and growth campaigns. - Promote and support a self‑service model on the company platform to improve customer efficiency. - Handle mid‑office support queries and maintain detailed CRM records of all interactions. - Actively pursue new business using leads from marketing and SDR teams; conduct outreach via phone, email, and other channels. - Deliver product demonstrations, explain features, benefits, and pricing, and maintain thorough lead tracking. - Leverage customer referrals to generate additional business prospects. - Complete all product and process training promptly; stay current on industry trends and competitor activity. - Monitor and report on performance metrics (call volume, conversion rate, sales quota attainment) within the CRM. Required Skills: - 2+ years of progressive B2B inside sales and account management experience, preferably in financial services, fintech, or payments. - Strong communication, negotiation, and interpersonal skills; ability to build rapport quickly. - Proven goal‑oriented mindset with a record of meeting or exceeding sales targets. - Autonomous performer who thrives in fast‑paced, multi‑priority environments. - Proficiency with CRM systems (Salesforce, HubSpot, etc.) and sales enablement tools. - Tech‑savvy, comfortable leveraging digital tools to enhance sales efficiency. Required Education & Certifications: - Bachelor’s degree in Business, Finance, Marketing, or a related field (preferred). - Any sales or industry‑specific certifications (e.g., Salesforce Certified, Financial Services Sales certification) advantageous but not mandatory.

Peterborough, United kingdom

On site

Junior

02-11-2025