Portfolio Manager, Business Clients (FX & Payments)
Perthonsitemanager
via Greenhouse
About this role
Portfolio Manager
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.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: salesforce, hubspot, outreach, gong
2
Level fit
This role is manager-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Perth. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
salesforcehubspotoutreachgong
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