Portfolio Manager, Business Clients (FX & Payments)

Added
2 days ago
Type
Full time
Salary
Salary not provided

Related skills

payments risk management hubspot salesforce fx

๐Ÿ“‹ Description

  • Own and grow a portfolio of high-value B2B clients
  • Build relationships with key decision-makers
  • Drive revenue and retention by identifying opportunities
  • Deliver tailored FX, international payments, and risk management
  • Maximize Convera's platform with self-service plus expert support
  • Execute a disciplined commercial playbook and pipeline
  • Support Business Development with early client engagement

๐ŸŽฏ Requirements

  • 4+ years in B2B account management or sales
  • 2+ years in cross-border payments and ICPs
  • Proven ownership of a revenue-bearing book
  • Experience with CRM systems: Salesforce, Gong, HubSpot
  • Strong communication and stakeholder influence skills
  • Experience in financial services, FX or payments is a plus

๐ŸŽ Benefits

  • Clear path into corporate account management or leadership roles
  • Structured training and ongoing development
  • Work with increasingly complex clients
  • Tools, coaching, and autonomy to grow your career
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