Portfolio Manager, Business Clients (FX & Payments)

Responsibilities

• Own and grow a portfolio of high-value B2B clients, building strong 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, 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

• We're looking for someone with +4 years' experience in B2B sales & account management, with a strong track record of growing client relationships. You're commercially driven and comfortable working to targets, while balancing relationship management with disciplined activity.
• Strong communication and stakeholder influence skills are essential. Experience in financial services, FX or payments is a major plus, but if not, we'll support the right candidate to build this capability.
• 4+ years B2B account management / B2B sales experience
• 2+ years' experience in cross-border payments and including customer buying needs and typical ICPs and stakeholders in accounts
• Demonstrated experience owning a book of business with revenue/quota responsibility
• Experience with CRM systems (e.g. Salesforce, Gong, HubSpot, etc.) and other sales enablement and AI tools.
• Tech-savvy with a passion for leveraging digital tools to enhance performance.
• Good to Have:
• Experience selling credit and risk products e.g. Options

Benefits

Additional Information

Portfolio Manager Build relationships. Enable smarter business. Deliver real outcomes. At Convera, we believe the best client outcomes come from the combination of great people and intuitive platforms. We're hiring a Portfolio Manager to manage and grow a portfolio of top-tier upper small business clients by delivering a service experience that blends human insight with self-service capability. This is a role for someone 4+ years into a B2B sales or account management career, ready to step up into full portfolio ownership and make a tangible impact on client success. Why this role matters: The foreign exchange and international payments landscape is fast-moving and high stakes. Our clients rely on their Portfolio Manager to help navigate complexity, combining the right technology with expert guidance to deliver the best outcomes for their business. This is not a customer service role; it's end-to-end ownership and real commercial impact.

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