About this role

Portfolio Manager Location: London Reporting: Reporting to the Manager Portfolio Management UK We’re looking for a Portfolio Manager to manage and grow a portfolio of SMB clients by delivering a service experience that blends human expertise with 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 will be responsible for managing and growing a portfolio of high-value business clients, acting as a trusted partner throughout their journey with Convera. You’ll combine 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’ll have 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, identifying opportunities to deliver additional value through Convera’s products 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.

Identify opportunities to increase wallet share and generate incremental revenue across your portfolio. Build and maintain a 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 of Convera’s platform by promoting self-service capabilities while providing expert guidance when required. <li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{"335552541":1,"335559683":0,"335559684":-2,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":

Source listing: greenhouse_convera