Portfolio Manager

📋 Description

• Own and grow a portfolio of high-value B2B clients, building relationships
• 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, combining self-service with expert support where it matters
• Execute a disciplined commercial playbook, balancing proactive outreach, pipeline development, and relationship management
• Support our Business Development team through early engagement with new clients

🎯 Requirements

• 4+ years in B2B sales and account management with a track record of growing relationships
• Ability to manage a portfolio with discipline and own outcomes early
• Strong communication and stakeholder influence; comfortable across digital and human-led work
• Experience with CRM systems (Salesforce, Gong, HubSpot) and sales enablement and AI tools
• 2+ years in cross-border payments; knowledge of customer buying needs and key stakeholders in accounts
• Good to have: experience selling credit and risk products (e.g., Options)

🎁 Benefits

• Clear path into corporate account management, sales leadership, or specialist roles
• Structured training and ongoing development
• Work with increasingly complex payments, FX, and risk conversations
• Ownership of meaningful client relationships with real accountability