Relationship Manager

Title: Relationship Manager
Account / Relationship Manager - Specialized Sales to manage implementations end-to-end and grow our existing portfolio and pipeline execution of banks, SWIFT integrators, Service Bureaus, NBFI and Corporate clients across North America. This role deepens strategic relationships, drives revenue growth, and ensures client success across TerraPay's suite of payment solutions.

How you will create impact

Relationship Management

Implementation and oversight for new bank clients, corporates, NBFIs, Service Bureaus and integrators via API or SWIFT connectivity ISO 20022 messaging

Manage a portfolio of banks, integrators, services bureaus and NBFI clients based in North America with end‑to‑end lifecycle accountability

Revenue generation & overall growth – identify opportunities within accounts and lead commercial negotiations

Develop account plans to drive upsell, cross‑sell, and renewal strategies

Customer satisfaction & retention

Build trusted relationships with key stakeholders across client organizations up to and including the C‑Suite

Act as the primary point of contact for client escalations, feedback, and strategic discussions

Manage the sales cycle – oversee the entire process from lead generation to closing deals, ensuring efficient execution

Develop partnerships by nurturing strategic relationships with banks, NBFIs, corporates, integrators, SWIFT service bureaus, and enablers

Support value addition by addressing customer needs and exploring opportunities to enhance TerraPay’s value proposition, driving satisfaction and loyalty

Coordinate service rollout – facilitate smooth introduction of new services with effective communication internally and consideration of regional regulations and competition

Ensure client retention, contractual health, and overall satisfaction through proactive management and support

Convey customer requirements to the support team to align delivery with expectations

Feedback and strategy adjustment – provide actionable insights about pipeline status, performance metrics, and strategic adjustments

Communication facilitation – strengthen connection between customers and TerraPay’s back‑office services to streamline resolution of issues

Performance monitoring – track account performance metrics, including volumes, revenue, and margins; collaborate with internal teams (Product, Operations, Compliance) for service excellence

Market intelligence – stay updated on industry trends, competitor activities, and regulatory changes; provide feedback to influence product roadmap and go‑to‑market strategies

Cross‑functional collaboration – work with marketing, product, and customer operations to align strategies, drive innovation, and deliver solutions

CRM utilization – maintain accurate and timely reporting using CRM tools to track performance, pipeline, and sales activities

Requirements

15+ years experience in Payments (SWIFT), Fintech, Paytech, or Financial Services industry, Networks, AML, with hands‑on experience in specialized bank sales; banks, corporate, NBFI payments integrators, and SWIFT Service Bureaus enablers

Preferred direct relationship and network management experience to up‑sell payments corridors, selling to enterprise‑grade clients such as major global and national banks, major SWIFT integrators, NBFIs, value‑added bank service enablers, traditional regional or challenger banks; degree required

CRM savvy – experienced relationship manager, CRM, client onboarding implementation expert

Flexibility & ownership – adaptable, self‑motivated, takes full ownership of tasks

Team spirit – thrives in a team environment, open to change, capable of independent work

Customer & market centric – strong grasp of customer needs, market dynamics, and industry requirements

Relationship builder – excels at creating and maintaining effective relationships with clients, partners, third parties, and colleagues

Detail‑oriented – impeccable attention to detail; nothing gets past you

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