Portfolio Manager

Portfolio Manager

Location: London

Reporting: Reporting to the Manager Portfolio Management UK

We’relooking for a Portfolio Manager to manage and grow a portfolioof SMBclients by delivering a service experience that blends humanexpertisewith self-service capability.

This role is ideal for someone with 5+ years of experience in B2B sales or account management who is ready to take ownership of a portfolio, deepen client relationships, and make a tangible impact on business growth and client success.

The Role:

As a Portfolio Manager, you willbe responsible formanaging and growing a portfolioof high-value business clients, acting as a trusted partner throughout their journey withConvera.You’llcombine relationship management, commercial ownership, and strategic problem-solving to help clients navigate international payments, foreign exchange, and risk management solutions.

The foreign exchange and international payments landscape is fast-moving and complex. Our clients rely on us to help them manage cross-border transactions efficiently while delivering the right balance of digital self-service tools and expert support. In this role,you’llhave direct responsibility for driving revenue growth, retention, and client engagement across your portfolio.

Key Responsibilities

Portfolio Management & Client Growth

• 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,identifyingopportunities to deliveradditionalvalue throughConvera’sproducts and services.
• Drive portfolio retention and expansion through proactive relationship management and regular client engagement.

Business Development & Revenue Generation

• Follow up on inbound leads and proactively engage prospective clients through phone, email, LinkedIn, and other communication channels.
• Identifyopportunities to increase wallet share and generate incremental revenue across your portfolio.
• Build andmaintaina healthy pipeline of opportunities while executing against revenue and activity targets.
• Collaborate closely with Business Development Managers to support the onboarding and early-stage development of new clients

Solution Selling & Client Enablement

• Deliver tailored solutions across foreign exchange, international payments, and risk management products.
• Help clients maximise the value ofConvera’splatform by promoting self-service capabilities whileprovidingexpert guidance whenrequired.
• Educate clients on market developments, product enhancements, and solutions that can support their businessobjectives.
• Support clients in adoptingnew technologiesand digital tools that improve efficiency and drive better outcomes.

Operational Excellence

• Execute a disciplined commercial playbook, balancing proactive outreach, pipeline management, client engagement, and portfolio reviews.
• Maintainaccurateclient records and activity tracking through CRM and sales enablement platforms.
• Leverage technology, data, and AI-powered tools to improve productivity and client outcomes.
• Ensure compliance with internal policies and regulatory requirements.

WhatWe’reLooking For

We’relooking for a commercially minded relationship manager who combines strong client engagement skills with a disciplined, results-driven approach.

You’relooking for a commercially minded relationship manager who combines strong client engagement skills with a disciplined, results-driven approach.

You’llthrive in this role if you:

• Take ownership and are motivated by delivering measurable results.
• Have a strong commercial mindset and enjoyidentifyinggrowth opportunities.
• Balance relationship-building with disciplined activity management.
• Are comfortable operating in a fast-paced, target-driven environment.
• Embrace technology and continuously look for smarter ways of working.
• Communicate effectively with stakeholders at multiple levels within an organisation.

Required Experience & Qualifications

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 forleveragingtechnology and AI tools to enhance performance.
• Fluent in English

Nice to Have

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

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