Portfolio Manager, Business Clients – FX & Payments

🕒 July 31

🏢🏡 New York City – Hybrid

💵 $80k - $115k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

🦅 H1B Visa Sponsor

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Logo of Convera

Convera

WebsiteLinkedIn

1001 - 5000 employees

Founded 2000

💼 Consulting

📦 Logistics

🛡️ Insurance

Consulting • Logistics • Insurance

Convera is a company that provides global payment solutions and risk management services to businesses and individuals. With a presence in over 200 countries and territories, Convera offers services like international vendor payments, currency conversion, and cash management. They cater to a diverse range of sectors including education, financial institutions, and healthcare. Convera is particularly focused on aiding global commerce through streamlined cross-border transactions and helping clients manage currency risks with strategies like forward contracts and options.

📋 Description

• 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 B2B account management / B2B sales experience • 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. • Strong communication and stakeholder influence skills are essential.

🏖️ Benefits

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

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