Portfolio Manager

About the Opportunity

Location: London

Reporting: Reporting to the Manager Portfolio Management UK

Responsibilities

• Own and grow a portfolio of upper SMB clients, building strong relationships with key stakeholders and decision-makers.
• Develop a deep understanding of each client’s business, objectives, and international payment requirements.
• Act as a trusted advisor, identifying opportunities to deliver additional value through Convera’s products and services.
• Drive portfolio retention and expansion through proactive relationship management and regular client engagement.

About You

We’re looking for a commercially minded relationship manager who combines strong client engagement skills with a disciplined, results-driven approach. You enjoy building long-term partnerships, understand how to uncover growth opportunities, and are comfortable managing a portfolio with revenue responsibility. You’re proactive, accountable, and confident working independently while collaborating effectively across teams.

Eligibility

You’ll Thrive In This Role If You:

• Take ownership and are motivated by delivering measurable results.
• Have a strong commercial mindset and enjoy identifying growth opportunities.
• Balance relationship-building with disciplined activity management.
• Are comfortable operating in a fast-paced, target-driven environment.
• Embrace technology and continuously look for smarter ways of working.
• Communicate effectively with stakeholders at multiple levels within an organisation.

Benefits

Required Experience & Qualifications:

Must Have

• 4+ years of experience in B2B sales, account management, or relationship management.
• 2+ years of experience within cross-border payments, foreign exchange, financial services, or a related industry.
• Strong understanding of customer buying journeys, ideal customer profiles (ICPs), and stakeholder management.
• Demonstrated experience managing a portfolio or book of business with revenue and/or quota responsibility.
• Experience using CRM platforms and sales enablement tools such as Salesforce, Gong, Highspot, or similar technologies.
• Strong digital literacy and a passion for leveraging technology and AI tools to enhance performance.
• Fluent in English

Nice to Have

• Experience selling foreign exchange risk management products, including options and hedging solutions.
• Knowledge of the local SMB market and business landscape.
• Experience working within international payments, fintech, banking, or treasury-related environments.

About Company

We’re looking for a Portfolio Manager to manage and grow a portfolio of SMB clients by delivering a service experience that blends human expertise with self-service capability. This role is ideal for someone with 5+ years of experience in B2B sales or account management who is ready to take ownership of a portfolio, deepen client relationships, and make a tangible impact on business growth and client success.

The Role

As a Portfolio Manager, you will be responsible for managing and growing a portfolio of high-value business clients, acting as a trusted partner throughout their journey with Convera. You’ll combine relationship management, commercial ownership, and strategic problem-solving to help clients navigate international payments, foreign exchange, and risk management solutions. The foreign exchange and international payments landscape is fast-moving and complex. Our clients rely on us to help them manage cross-border transactions efficiently while delivering the right balance of digital self-service tools and expert support. In this role, you’ll have direct responsibility for driving revenue growth, retention, and client engagement across your portfolio.

Key Responsibilities

• Portfolio Management & Client Growth
• Business Development & Revenue Generation
• Solution Selling & Client Enablement
• Operational Excellence