Portfolio Manager, Business Clients (FX & Payments)
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Portfolio Manager, Business Clients (FX & Payments)
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Full-time
Structured Training, Ongoing Development, Career Pathway to Leadership, Coaching
Posted 12d ago
~40 hrs/week
Responsibilities
Manage and grow a portfolio of high-value B2B clients by delivering tailored FX and international payment solutions. Drive revenue and retention through proactive relationship management and the use of digital platforms.
Requirements
Requires 4+ years of B2B sales or account management experience, including 2+ years in cross-border payments. Must have a proven track record of owning a book of business with quota responsibility and proficiency in CRM tools.
Full job description
Portfolio Manager - Sydney or Brisbane
Build relationships. Enable smarter business. Deliver real outcomes.
At Convera, we believe the best client outcomes come from the combination of great people and intuitive platforms. We’re hiring a Portfolio Manager to manage and grow a portfolio of top-tier upper small business clients by delivering a service experience that blends human insight with self-service capability.
This is a role for someone 4+ years into a B2B sales or account management career, ready to step up into full portfolio ownership and make a tangible impact on client success.
Why this role matters:
The foreign exchange and international payments landscape is fast-moving and high stakes. Our clients rely on their Portfolio Manager to help navigate complexity, combining the right technology with expert guidance to deliver the best outcomes for their business. This is not a customer service role; it’s end-to-end ownership and real commercial impact.
What you’ll be doing:
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.
What we’re looking for:
We’re looking for someone with +4 years’ experience in B2B sales & account management, with a strong track record of growing client relationships. You’re commercially driven and comfortable working to targets, while balancing relationship management with disciplined activity.
You’re people-first but pragmatic, understanding that strong relationships deliver results, and you’re comfortable working across both digital and human-led interactions. You bring a proactive, structured and accountable approach, with the ability to manage a portfolio with discipline and take ownership early.
Strong communication and stakeholder influence skills are essential. Experience in financial services, FX or payments is a major plus, but if not, we’ll support the right candidate to build this capability.
Must Have:
4+ years B2B account management / B2B sales experience
2+ years’ experience in cross-border payments and 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.
Tech-savvy with a passion for leveraging digital tools to enhance performance.
Good to Have:
Experience selling credit and risk products e.g. Options
What we offer:
You’ll gain a clear pathway into corporate account management, sales leadership or specialist roles, supported by structured training and ongoing development. You’ll work with increasingly complex clients, building the capability to navigate more sophisticated payments, FX and risk conversations over time.
You’ll have the opportunity to take ownership of meaningful client relationships early, with real accountability for outcomes. All of this sits within a high-performance, well-supported team where success is recognized, and where you’re given the tools, coaching and autonomy to grow your career at pace.
About Convera:
Convera is a global leader in commercial payments, helping businesses manage cross-border transactions and navigate foreign exchange with confidence. We combine smart technology with real human expertise to deliver solutions that are practical, scalable, and client focused. Because ultimately, it’s not just about moving money - it’s about helping our clients run better businesses.
Ready to take ownership? If you’re ready to step into a role where you can combine relationship management, commercial ownership, and platform-assisted service delivery - we’d love to hear from you.
Cross border payments built to accelerate business
Industry
Financial Services
Company size
1,001-5,000 employees
Headquarters
Seattle, Washington
LinkedIn followers
46,572
Convera is a global leader in commercial payments. With an unrivaled regulatory footprint and a financial network spanning more than 140 currencies and 200 countries and territories, we’re reimagining the future of business payments to better serve our customers. Our tech-led payment solutions are built on deep expertise in foreign exchange, risk management, and compliance - helping businesses grow with confidence. From small businesses to CFOs and treasurers, we make business payments simple, smart, and secure.
Offices: Seattle, Washington 98107, US · Balcikonio g. 9, Vilnius, Vilnius LT-08247, LT · Servcorp Brisbane Pty ltd, Level 19, Unit 1906, 10 Eagle Street, Brisbane office, QLD 4000, AU · 303 Collins Street, Level 3, Melbourne , VIC 3000, AU · Level 14, 240 St Georges Terrace, Yallingup 4, Perth, WA 6000, AU