Portfolio Manager, Business Clients (FX & Payments)

Full Time
  • September 21, 2026
  • Employment Info

    JOB  SUMMARY

    What You’ll Be Doing

    • 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.

    What We’re Looking For

    • We’re looking for someone with +4 years’ experience in B2B sales & account management, with a strong track record of growing client relationships. You’re commercially driven and comfortable working to targets, while balancing relationship management with disciplined activity.
    • You’re people-first but pragmatic, understanding that strong relationships deliver results, and you’re comfortable working across both digital and human-led interactions. You bring a proactive, structured and accountable approach, with the ability to manage a portfolio with discipline and take ownership early.
    • Strong communication and stakeholder influence skills are essential. Experience in financial services, FX or payments is a major plus, but if not, we’ll support the right candidate to build this capability.

    Must Have

    • 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.

    Good To Have

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

     

     

     

    Are you interested in this position?

    Apply by clicking on the “Apply Now” button below!

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