Portfolio Manager

Responsibilities

• Own and grow a portfolio of upper SMB clients by building strong relationships with key stakeholders and decision-makers.
• Act as a trusted advisor, identifying opportunities to deliver additional value through foreign exchange and international payment solutions.
• Drive portfolio retention and expansion through proactive relationship management and regular client engagement.
• Follow up on inbound leads and proactively engage prospective clients through various communication channels to increase wallet share.
• Deliver tailored solutions across risk management products and help clients maximize the value of digital self-service tools.
• Maintain accurate client records and activity tracking using CRM and sales enablement platforms.

Requirements

• 4+ years of experience in B2B sales, account management, or relationship management.
• 2+ years of experience within cross-border payments, foreign exchange, financial services, or a related industry.
• Demonstrated experience managing a portfolio or book of business with revenue or quota responsibility.
• Proficiency with CRM platforms and sales enablement tools such as Salesforce.
• Native-level Czech and fluent English.
• Strong digital literacy and experience leveraging technology to enhance performance.

Preferred Qualifications

• Experience selling foreign exchange risk management products, including options and hedging solutions.
• Knowledge of the local SMB market and business landscape.
• Experience working within fintech, banking, or treasury-related environments.

About the Company

Convera provides expert foreign exchange and international payment solutions, helping businesses navigate the complexities of global commerce through a blend of human expertise and advanced digital tools.