Portfolio Manager, Business Clients (FX & Payments)

About the role

The foreign exchange and international payments landscape is fast-moving and high stakes. Our clients rely on their Account Manager to help navigate complexity, combining the right technology with expert guidance to deliver the best outcomes for their business.

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

Requirements

• 4+ years’ experience in B2B sales or account management
• 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
• Experience selling basic risk management products e.g. Forwards

Qualifications

• Strong communication and stakeholder influence skills
• Experience in financial services, FX or payments is a major plus, but not required
• Tech-savvy with a passion for leveraging digital tools to enhance performance

Skills

• Commercially driven
• People-first but pragmatic
• Proactive, structured, and accountable

Benefits

We offer a comprehensive benefits package which includes:

• Health insurance (medical, dental, vision)
• Retail savings plan
• Paid time off, holidays, and parental leave
• Wellness programs and mental health resources

Pay

The expected base salary range is $80,000.00 - $115,000.00 per year, depending on factors such as experience, qualifications, and geographic location. We use a tiered geographic pay system to ensure fairness across regions. Candidates in high-cost areas may receive higher offers within the posted range.