Portfolio Manager, Business Clients (FX & Payments)

Added
15 days ago
Type
Full time
Salary
Salary not provided

Related skills

crm payments account management sales b2b

πŸ“‹ Description

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

🎯 Requirements

  • 4+ years B2B account management / sales experience
  • 2+ years cross-border payments experience
  • Demonstrated experience owning a book of business with revenue/quota responsibility
  • Experience with CRM systems (Salesforce, Gong, HubSpot) and sales enablement/AI tools
  • Tech-savvy with a passion for leveraging digital tools to enhance performance
  • Strong communication and stakeholder influence skills

🎁 Benefits

  • Structured training and ongoing development
  • Ownership of meaningful client relationships early
  • High-performance, well-supported team
  • Tools, coaching and autonomy to grow your career
  • Opportunity to work with increasingly complex clients
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