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,
•