Portfolio Manager, Business Clients (FX & Payments)

Responsibilities

• Own and grow a portfolio of high-value B2B clients by building strong relationships with key decision-makers
• Drive revenue and retention by proactively identifying expansion opportunities and delivering tailored FX, international payments, and risk management solutions
• Execute a disciplined commercial playbook, balancing proactive outreach and pipeline development with relationship management
• Enable clients to maximize the Convera platform by combining self-service capabilities with expert support
• Support the Business Development team through early engagement with new clients

Requirements

• 4+ years of B2B account management or sales experience with a track record of growing client relationships
• 2+ years of experience in cross-border payments, including understanding customer buying needs and typical stakeholders
• Demonstrated experience owning a book of business with direct revenue or quota responsibility
• Proficiency with CRM systems such as Salesforce, Gong, or HubSpot
• Strong communication and stakeholder influence skills
• Tech-savvy with a passion for leveraging digital tools and AI to enhance performance

Preferred Qualifications

• Experience selling credit and risk products, such as Options

Benefits

• Clear pathway into corporate account management, sales leadership, or specialist roles
• Structured training and ongoing professional development
• Opportunity to work with increasingly complex clients and sophisticated financial products
• High-performance team environment with coaching and autonomy

About the Company

Convera is a global leader in commercial payments, helping businesses manage cross-border transactions and navigate foreign exchange with confidence. We combine smart technology with real human expertise to deliver practical, scalable, and client-focused solutions.