Portfolio Manager, Business Clients (FX & Payments)
About The Position
At Convera, we believe the best client outcomes come from the combination of great people and intuitive platforms. We’re hiring an Account 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. The foreign exchange and international payments landscape is fast-moving and high stakes. Our clients rely on their Account 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.
Requirements
- 4+ years B2B account management / B2B sales experience
- 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 selling credit and complex risk products e.g. Options
- Experience in financial services, FX or payments is a major plus
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
- Structured training and ongoing development
- Coaching and autonomy to grow your career at pace
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
