Job Description

Portfolio Manager

Build relationships. Enable smarter business. Deliver real outcomes.

At Convera, we believe the best client outcomes come from the combination of great people and intuitive platforms. We’re hiring 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.

This is a role for someone 4+ years into a B2B sales or account management career, ready to step up into full portfolio ownership and make a tangible impact on client success.

Why this role matters:

The foreign exchange and international payments landscape is fast-moving and high stakes. Our clients rely on their Portfolio Manager to help navigate complexity, combining the right technology with expert guidance to deliver the best outcomes for their business. This is not a customer service role; it’s end-to-end ownership and real commercial impact.

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

What we offer:

You’ll gain a clear pathway into corporate account management, sales leadership or specialist roles, supported by 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.

You’ll have the opportunity to take ownership of meaningful client relationships early, with real accountability for outcomes. All of this sits within a high-performance, well-supported team where success is recognized, and where you’re given the tools, coaching and autonomy to grow your career at pace.

About Convera:

Convera is a global leader in commercial payments, helping businesses manage cross-border transactions and navigate foreign exchange with confidence. We combine smart technology with real human expertise to deliver solutions that are practical, scalable, and client focused. Because ultimately, it’s not just about moving money - it’s about helping our clients run better businesses.

Ready to take ownership? If you’re ready to step into a role where you can combine relationship management, commercial ownership, and platform-assisted service delivery - we’d love to hear from you.