Portfolio Manager Business Clients, FX & Payments

Full Time
  • October 9, 2026
  • Employment Info

    JOB  DETAILS

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

     

     

     

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