10 Nov
|
Sokin
|
Winnipeg
We are looking for a Relationship Manager to manage and grow a portfolio of business clients across the United States and Canada. You will be responsible for retaining revenue, increasing client activity, reactivating dormant accounts and identifying opportunities to expand each relationship.You will use client and transaction data to spot changes in account activity, engage clients before issues become losses and work with internal teams to resolve barriers to growth. Sokin is a next-generation B2B financial services provider, enabling businesses to make and receive global payments with greater speed, lower cost, and total transparency.
Global payments and receivablesForeign Exchange (FX)Treasury managementFinance reconciliationsWe are rapidly expanding, with established presence in EMEA, APAC, and North America. Backed by a strong global infrastructure and industry-leading partners, we are redefining how businesses move money worldwide.Our clients span industries from sports and entertainment to logistics and travel, and our community is growing rapidly. As we continue to expand, we’re building a team of exceptional people who share our ambition to transform the future of global payments.Manage and retain client relationships Understand each client’s business, international payment needs and expected transaction activity.Identify declining usage, revenue risk and other signs that a relationship needs attention.Develop and execute plans to retain at‑risk clients, with explicit actions and follow-up.Maintain accurate account records, including client priorities, risks,
opportunities and next steps.Increase activity and account value Help newly onboarded clients reach meaningful transaction activity.Identify opportunities to increase usage of relevant products and services within existing accounts.Manage portfolio health Track revenue, transaction activity, engagement and risk across your portfolio.Create targeted plans for high-value, at‑risk and underperforming accounts.Provide regular updates on retention, activation, account risks and growth opportunities.Generate commercial opportunities Record opportunities accurately in the CRM and hand them to the appropriate Sales colleague.Helping newly onboarded and dormant clients begin or resume meaningful transaction activity.Account health: Identifying risks early and executing effective plans for accounts that need attention.Qualified pipeline: Experience in relationship management, account management, customer success or a similar commercial, client‑facing role.Experience managing a portfolio of B2B clients and being accountable for retention or growth.The ability to use revenue, transaction and engagement data to prioritize action.Confidence engaging senior client stakeholders and addressing difficult account issues.Strong organization, follow‑through and CRM discipline.A proactive approach to client outreach, problem‑solving and cross‑functional work.Payments, fintech, banking, FX or financial services experience.Experience with activation, revenue retention or account health targets.You can distinguish an account that needs service support from one at risk of leaving, and you know how to engage the right people to move it forward.
You are comfortable being accountable for the commercial performance of your portfolio. #
📌 Relationship Manager bancaire international F/H (Winnipeg)
🏢 Sokin
📍 Winnipeg