Portfolio Manager, Business Clients (FX & Payments) - Must be fluent in French

About the role

The Portfolio Manager will own and grow a portfolio of high-value B2B clients, building strong relationships with key decision-makers. They will drive revenue and retention by proactively identifying opportunities and expanding client value. The role involves delivering tailored solutions across foreign exchange, international payments, and risk management, enabling clients to maximize Convera's platform while combining self-service with expert support.

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, with a strong track record of growing client relationships
• Commercially driven and comfortable working to targets, while balancing relationship management with disciplined activity
• People-first but pragmatic, understanding that strong relationships deliver results, and comfortable working across both digital and human-led interactions
• Proactive, structured, and accountable approach, with the ability to manage a portfolio with discipline and take ownership early
• Strong communication and stakeholder influence skills
• Tech-savvy with a passion for leveraging digital tools to enhance performance

Qualifications

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

Skills

• Proactive, structured, and accountable approach
• Strong communication and stakeholder influence skills
• Tech-savvy with a passion for leveraging digital tools to enhance performance

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.

Schedule

Not specified