Pay Portfolio Manager

Foundation Software•Strongsville, OH

About The Position

The Foundation Pay Portfolio Manager manages and grows a portfolio of commercial card and automated payables clients. The role is the primary relationship-management contact for assigned clients and is responsible for driving portfolio spend, revenue growth, client retention, product adoption, and profitability. It combines financial and analytical capabilities with client relationship skills to identify growth opportunities, optimize payment programs, and deliver measurable value to clients. The manager develops strategic account plans, reviews payment activity and portfolio performance, recommends ways to improve working capital and payment efficiency, and identifies opportunities to expand product adoption and commercial card usage. The role also monitors portfolio health, maintains reporting and account documentation, and works with cross-functional teams to support client success and resolve complex issues.

Requirements

1–3 years of experience in commercial payments, treasury management, commercial card, AP automation, banking, fintech, or related financial services.
Proven experience managing client relationships and driving portfolio or revenue growth.
Strong analytical, financial, communication, and presentation skills.
Ability to interpret data and deliver strategic, actionable client recommendations.

Nice To Haves

Experience with commercial card programs, automated payables, virtual card, and AP automation solutions.
Knowledge of accounts payable workflows and treasury management services.
Experience supporting middle market or commercial banking clients.

Responsibilities

Manage and grow an assigned portfolio of commercial card and automated payables clients, driving spend volume, transaction activity, product utilization, and revenue growth.
Develop strategic account plans focused on portfolio optimization, client retention, supplier payments, AP automation adoption, and rebate generation.
Serve as the primary relationship manager for client stakeholders in finance, treasury, accounts payable, procurement, and executive leadership.
Conduct regular business reviews, analyze payment activity and portfolio performance metrics, and recommend improvements to working capital, payment efficiency, and electronic payment adoption.
Identify and execute opportunities for new product adoption, workflow enhancements, and expanded commercial card usage.
Monitor portfolio health, proactively address attrition risks or declining spend trends, and create action plans for underperforming accounts.
Prepare portfolio reporting, maintain account documentation and opportunity pipelines, and use analytics to identify growth opportunities.
Partner with underwriting, onboarding, implementation, and sales teams to support client success, resolve complex issues, and generate referral opportunities.