Portfolio Manager

Convera

15d

About The Position

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. 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.

Requirements

• 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.
• 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 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

• Structured training and ongoing development
• Opportunity to take ownership of meaningful client relationships early, with real accountability for outcomes
• High-performance, well-supported team
• Tools, coaching and autonomy to grow your career at pace

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed