2 weeks ago

Portfolio Manager, Business Clients (FX & Payments)

Convera

Brisbane

2 weeks ago

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Convera is hiring a Portfolio Manager to manage and grow a portfolio of top-tier upper small business clients in Brisbane or Sydney. The role requires 4+ years of B2B sales or account management experience, with a focus on FX, international payments, and risk management. The position is on-site and full-time.

AI-enabledOn-siteFull-timeMid LevelB2B Account ManagementB2B Sales

Portfolio Manager, Business Clients (FX & Payments)

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AI-enabledOn-siteFull-timeMid LevelB2B Account Management

Salary

Not specified

Work Location

Brisbane, Queensland, Australia, AU

Work Model

On-site

Experience Required

4 years

Employment Type

Full-time

Experience Level

4+ years B2B account management / B2B sales experience

Core Qualifications

Technical (Must-have)

B2B Account ManagementB2B SalesCross-Border PaymentsForeign ExchangeRisk ManagementCRM SystemsSalesforceGongHubSpotSales Enablement ToolsAI ToolsCommunicationStakeholder Influence

Soft Skills

CommunicationStakeholder InfluenceProactiveStructuredAccountablePeople-firstPragmatic

Preferred Qualifications

Technical (Nice-to-have)

Credit ProductsOptions

Key Responsibilities

•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

Portfolio ManagerB2B SalesAccount ManagementForeign ExchangePaymentsFinancial ServicesBrisbaneSydneyOn-siteFull-time

Key Responsibilities

•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