Portfolio Manager

Responsibilities

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

Requirements

• 4+ years of B2B account management or B2B sales experience
• 2+ years of experience in cross-border payments, including understanding customer buying needs and stakeholders
• Demonstrated experience owning a book of business with 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 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 manage complex client relationships with real accountability for outcomes
• High-performance, well-supported team environment with recognized success

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 solutions that are practical, scalable, and client-focused.