Portfolio Manager, Business Clients (FX & Payments) - Must be fluent in French
About The Position
Convera is seeking a Portfolio Manager to manage and grow a portfolio of top-tier upper small business clients. This role involves delivering a service experience that blends human insight with self-service capability. It is for individuals with over 4 years of B2B sales or account management experience who are ready to take full portfolio ownership and significantly impact client success. The foreign exchange and international payments landscape is dynamic and critical, and clients rely on their Portfolio Manager to navigate complexity, leveraging technology and expert guidance for optimal business outcomes. This is an end-to-end ownership role with real commercial impact, not a customer service position.
Requirements
- 4+ years B2B account management / B2B sales experience
- Must be fluent in French
- 2+ years’ experience in cross-border payments 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.
- 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 are essential.
Nice To Haves
- Experience in financial services, FX or payments is a major plus
- Experience selling credit and complex risk products e.g. Options
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.
Benefits
- Health insurance (medical, dental, vision)
- Retirement savings plan
- Paid time off, holidays, and parental leave
- Wellness programs and mental health resources
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
