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Portfolio Manager, Business Clients (FX & Payments)

Job Description

About the Opportunity

At Convera, we believe in building relationships, enabling smarter business decisions, and delivering real outcomes. We are looking for a Portfolio Manager to manage and grow a portfolio of top-tier upper small business clients by providing a service experience that combines human insight with self-service capability.

Responsibilities

  • Own and grow a portfolio of high-value B2B clients
  • Build strong relationships with key decision-makers
  • Drive revenue and retention through proactive identification of opportunities
  • Deliver tailored solutions across FX, international payments, and risk management
  • Support Business Development team through early engagement with new clients

About You

We are looking for someone with 4+ years of experience in B2B sales and account management, who is commercially driven, comfortable working to targets, and adept at balancing relationship management with disciplined activity. Strong communication and stakeholder influence skills are essential.

Eligibility

  • 4+ years of B2B account management / B2B sales experience
  • 2+ years' experience in cross-border payments and customer buying needs
  • Demonstrated experience owning a book of business with revenue responsibility
  • Experience with CRM systems and sales enablement tools
  • Tech-savvy with a passion for leveraging digital tools

Benefits

You will have a clear pathway into corporate account management, sales leadership, or specialist roles with structured training and ongoing development. You will gain the opportunity to take ownership of meaningful client relationships early and have real accountability for outcomes.

About Company

Convera is a global leader in commercial payments, providing solutions for cross-border transactions and foreign exchange. We combine technology with human expertise to help clients run better businesses.

If you are ready to step into a role that combines relationship management, commercial ownership, and platform-assisted service delivery, we would love to hear from you.