Portfolio Manager, Business Clients (FX & Payments)

Added
2 days ago
Type
Full time
Salary
Salary not provided

Related skills

risk management hubspot salesforce cross-border payments fx

πŸ“‹ Description

  • Own and grow a portfolio of high-value B2B clients; build relationships with decision-makers
  • Drive revenue and retention by proactively identifying opportunities to expand client value
  • Deliver tailored FX, international payments, and risk management solutions
  • Enable clients to maximize Convera’s platform with self-service plus expert support
  • Execute a disciplined commercial playbook: outreach, pipeline, and relationships
  • Support Business Development through early engagement with new clients

🎯 Requirements

  • 4+ years in B2B sales & account management with growing client relationships
  • Commercially driven, target-focused with balanced relationship mgmt and disciplined activity
  • Experience with CRM systems (Salesforce, Gong, HubSpot) and sales enablement/AI tools
  • Tech-savvy with a passion for using digital tools to boost performance
  • 2+ years in cross-border payments; understanding ICPs and stakeholders
  • Experience owning a book of business with revenue/quota responsibility

🎁 Benefits

  • Clear pathway into corporate account management and leadership with training
  • Ownership of meaningful client relationships with accountability and growth
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