Posted 2 months ago
Senior Account Representative (Mandarin Speaking)
@ Convera
Toronto, Ontario
Overview
Convera is hiring a Senior Account Representative to manage a portfolio of 60 to 80 corporate Canadian customers on foreign exchange and payments. The role involves retaining clients, upselling and cross-selling FX deals, and proactively meeting customers. Compensation is $100,000 to $125,000 per year plus 30% variable, and the role requires bilingual English and Mandarin.
Responsibilities:
- Serve a portfolio of 60 to 80 corporate Canadian customers
- Manage and transact FX deals across the product range
- Retain clients and pursue upselling and cross-selling
- Contact and meet customers proactively to meet targets
Requirements summary:
- Experience in foreign exchange sales or dealing
- Proven ability to build and grow customer relationships
- Comfortable on the phone with corporate customers
- Degree in economics, finance, mathematics or other quantitative discipline
- Canadian citizen or permanent resident
- Bilingual English and Mandarin
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · greenhouse
- Employer posting date
- 2026-09-02
- First seen by our source
- 2026-10-11
- Source record updated
- 2026-10-22
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Senior |
| Department | Sales |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English, Mandarin |
| Education | Bachelor’s degree (required) |
| Fields of study | Economics, Finance, Mathematics |
| Perks mentioned | Generous paid time off, Retirement plan, Performance bonus, Wellness |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Convera
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Cross border payments built to accelerate business
Full company description
Convera is a global leader in commercial payments. With an unrivaled regulatory footprint and a financial network spanning more than 140 currencies and 200 countries and territories, we’re reimagining the future of business payments to better serve our customers. Our tech-led payment solutions are built on deep expertise in foreign exchange, risk management, and compliance - helping businesses grow with confidence. From small businesses to CFOs and treasurers, we make business payments simple, smart, and secure.
- LinkedIn followers
- 46,743
- People associated on LinkedIn
- 1,808
- Reported office locations
- Seattle, Washington 98107, US
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- 1 Toronto Street, Suite 800, Toronto, ON, M5C 2V6, CA
- Building D, Second Floor, Condominio Horizontal Comercial Parque, Costa Rica, 10903, CR
- Business categories
- Finance
- Software
- Payments
- Internet
- FinTech
- Financial Services
- Other recorded names
- Convera
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Convera is a global leader in commercial payments. With an unrivaled regulatory footprint and a financial network spanning more than 140 currencies and 200 countries and territories, we’re reimagining the future of business payments to better serve our customers. Our tech-led payment solutions are built on deep expertise in foreign exchange, risk management, and compliance - helping businesses grow with confidence…
| Field | Value |
|---|---|
| Industry | Financial Services |
| Company size | 1,001-5,000 employees |
| Headquarters | Seattle, Washington |
| Organization type | Privately Held |
| Open jobs on Jobsy | 3 |
| View page |
In this role you will work with a portfolio of corporate customers on their foreign exchange and payments requirements to achieve set business goals. You will actively engage with them to bring Convera’s services to bear on their business needs.
Responsibilities
- Delivering an excellent client experience to a portfolio of approximately 60 to 80 Corporate Canadian customers.
- Managing and transacting a wide range of FX deals across our broad product range, you’ll be tasked with retaining clients as well as maximizing opportunities for upselling and cross-selling.
- Able to draw on advice and expertise from across the business you’ll be responsible for making excellent business decisions and rewarded accordingly through a generous and transparent bonus scheme.
- Achieving and surpassing your targets you’ll need to be proactive, regularly contacting and meeting up with customers and being aware of their specific requirements and how we might be able to serve them best.
Required Qualifications
- Experience in Foreign Exchange Sales or Dealing is required to be considered for the role
- Proven ability to build and grow customer relationships
- Comfortable on the phone with corporate customers
- Pro-active in finding new relationships and opportunities
- Strong attention to detail
- Able to excel in a fast-paced environment
- Degree in Economics, Finance, Mathematics, or other quantitative discipline
- Canadian Citizen / Permanent Resident
- Bilingual: English / Mandarin
Preferred Qualifications
Below are nice-to-have qualifications, but not required:
- Minimum of 36 months’ experience dealing hedging solutions (forward and option) to corporate or SME customers.
- In depth knowledge and understanding of FX option structures and hedging strategies
- Ability to structure FX option hedging solutions
- Technical & fundamental understanding of broad financial markets
- Ability to disseminate technical and fundamental knowledge into a saleable form
- Some sales experience, either business development or upsell to existing clients, preferred
- Excellent communication and listening skills
- Ability to ask probing questions to understand needs of customer and solution sell FX risk management strategies
- High degree of professionalism
- Strong desire to succeed and motivate self and the team
- Ability to deal effectively with all types of people, build and maintain supportive relationships with key business contacts
- Effective time management skills
- Excellent presentation skills
- Solid IT skills with ability to use MS Excel, Word, PowerPoint, Reuters & Bloomberg.
- MBA and/or CFA designation (or working towards) would be an asset
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–$125,000] per year + 30% variable.
- 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.
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