Portfolio Manager, Business Clients (FX & Payments)

About the Opportunity

Convera is seeking 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.

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 the Business Development team through early engagement with new clients

About You

We are looking for a candidate 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, stakeholder influence skills, and experience in financial services, FX, or payments are preferred.

Eligibility

Must Have:

• 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
• Tech-savvy with a passion for leveraging digital tools to enhance performance

Good To Have:

• Experience selling credit and risk products e.g. Options

Benefits

You'll have a clear pathway into corporate account management, sales leadership, or specialist roles with structured training and ongoing development. You'll work with increasingly complex clients, building the capability to navigate more sophisticated payments, FX, and risk conversations over time.

About Company

Convera is a global leader in commercial payments, helping businesses manage cross-border transactions and navigate foreign exchange with confidence. They combine smart technology with real human expertise to deliver practical, scalable, client-focused solutions.

If you're ready to take ownership and step into a role combining relationship management, commercial ownership, and platform-assisted service delivery, Convera would love to hear from you.