Portfolio Manager, Business Clients (FX & Payments)

📋 Description

• Own and grow a portfolio of high-value B2B clients.
• Drive revenue and retention by identifying opportunities and expanding client value.
• Deliver tailored solutions across FX, international payments, and risk management.
• Enable clients to maximize Convera's platform with self-service plus expert support.
• Execute a disciplined commercial playbook: outreach, pipeline development, and relationship management.
• Support the Business Development team through early engagement with new clients.

🎯 Requirements

• 4+ years B2B account management / B2B sales experience
• 2+ years experience in cross-border payments, including customer buying needs and ICPs and stakeholders
• Demonstrated experience owning a book of business with revenue/quota responsibility
• Experience with CRM systems (Salesforce, Gong, HubSpot) and other sales enablement and AI tools
• Experience selling basic risk management products e.g. Forwards
• Tech-savvy with a passion for leveraging digital tools to enhance performance
• Strong communication and stakeholder influence skills

🎁 Benefits

• Health insurance (medical, dental, vision)
• Retirement savings plan
• Paid time off, holidays, and parental leave
• Wellness programs and mental health resources