Portfolio Manager

About the Opportunity

Location: London

Reporting: Reporting to the Manager Portfolio Management UK

Responsibilities

• Own and grow a portfolio of upper SMB clients, building strong relationships with key stakeholders and decision-makers.
• Develop a deep understanding of each client’s business, objectives, and international payment requirements.
• Act as a trusted advisor, identifying opportunities to deliver additional value through Convera’s products and services.
• Drive portfolio retention and expansion through proactive relationship management and regular client engagement.

About You

We’re looking for a commercially minded relationship manager who combines strong client engagement skills with a disciplined, results-driven approach. You enjoy building long-term partnerships, understand how to uncover growth opportunities, and are comfortable managing a portfolio with revenue responsibility. You’re proactive, accountable, and confident working independently while collaborating effectively across teams.

Eligibility

Must Have:

• 4+ years of experience in B2B sales, account management, or relationship management.
• 2+ years of experience within cross-border payments, foreign exchange, financial services, or a related industry.
• Strong understanding of customer buying journeys, ideal customer profiles (ICPs), and stakeholder management.
• Demonstrated experience managing a portfolio or book of business with revenue and/or quota responsibility.
• Experience using CRM platforms and sales enablement tools such as Salesforce, Gong, Highspot, or similar technologies.
• Strong digital literacy and a passion for leveraging technology and AI tools to enhance performance.
• Fluent in English.

Nice to Have:

• Experience selling foreign exchange risk management products, including options and hedging solutions.
• Knowledge of the local SMB market and business landscape.
• Experience working within international payments, fintech, banking, or treasury-related environments.

Benefits

No specific benefits information provided.

About Company

No specific information provided about the company.