Portfolio Sales Manager

The Portfolio Sales Manager will be responsible for engaging the portfolio of customers in the market to drive revenue, retention and growth. This role involves

Achieving revenue targets in existing portfolio through retention, share of wallet growth and sales

Execute outbound revenue generating engagement with portfolio using data to identify opportunities to engage the customer

Onboard and nurture new clients onto our platforms

Promote a self-service model to our clients, utilizing our platform capabilities to enhance efficiency and client engagement

Key Responsibilities:

Portfolio Management:

Support managing a portfolio of clients to ensure retention, increased wallet share and customer satisfaction

Utilize centrally generated Data and Analytics reports to target potential for cross/upsell within the portfolio

Conduct regular account reviews for key customers per account engagement framework

Work with the marketing team to develop and launch retention, win back and grow campaigns in portfolio

Implement regional business plans as devised by team leader

Promote a self-service model with the portfolio on our platform to enhance efficiency

Maintain detailed records of all interactions in the CRM system.

Support middle office teams with customers queries as appropriate,

New business acquisition:

Utilize leads provided by marketing and SDR teams to acquire additional customers for the business

Reach out to prospective clients via phone, email, and other communication channels to promote products and services

Deliver product demonstrations and explain features, benefits, and pricing to prospective customers.

Follow up with leads, manage customer inquiries, and maintain detailed records of all interactions in the CRM system.

Leverage existing customer referrals to mine for new business

Training & Development:

Ongoing training & development focusing on key attributes of the role

Stay up to date on product offerings, industry trends, and competitors to effectively answer questions and provide solutions

Performance Monitoring and Reporting: Keep CRM systems updated per guidance to enable tracking of key performance indicators (KPIs), including call volume, conversion rates and sales quotas.

What you will need to succeed: .

Registered under the MAS Representative Notification Framework - ESSENTIAL

Sales experience within the corporate foreign exchange industry - ESSENTIAL - for example you will need to have an understanding of spots, forwards and options.

Good English and native language fluency are a must

Strong communication and interpersonal skills, with the ability to build rapport quickly.

Goal-oriented with a track record of meeting or exceeding sales targets.

Ability to work independently and as part of a team. You will be working in a fast-paced environment that would require the ability to manage multiple priorities and needs of stakeholders, as well as the agility to respond to changes and developments

Experience with CRM systems (Salesforce, Gong, HighSpot, etc.) and other sales enablement tools. Tech-savvy with a passion for leveraging digital tools to enhance performance

It is beneficial if you come with experience, preferably in payments industry or financial services/fintech

About Convera:

Convera is the largest non-bank B2B cross-border payments company in the world. We leverage decades of industry expertise and technology-led payment solutions to deliver smarter money movements to our customers – helping them capture more value with every transaction. Convera serves more than 30,000 customers ranging from small business owners to enterprise treasurers to educational institutions to financial institutions to law firms to NGOs.

Our teams care deeply about the value we bring to our customers which makes Convera a rewarding place to work. This is an exciting time for our organization as we build our team with growth-minded, results-oriented people who are looking to move fast in an innovative environment.

As a truly global company with employees in over 20 countries, we are passionate about diversity; we seek and celebrate people from different backgrounds, lifestyles, and unique points of view. We want to work with the best people and ensure we foster a culture of inclusion and belonging.

We offer an abundance of competitive perks and benefits including:

Market competitive monthly gross salary, plus commission based on success

Great career growth and development opportunities in a global organization

A flexible approach to work

Paid holidays, time-off and leave policies for life events (maternity, paternity, adoption, bereavement, military)

Paid volunteering opportunities

There are plenty of amazing opportunities at Convera for talented, creative problem solvers who never settle for good enough and are looking to transform Business to Business payments. Apply now if you’re ready to unleash your potential.

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