Portfolio Manager - SME US

Inside Sales Manager - SME - Omaha

INTRODUCING CONVERA 

Want to be part of a transformation journey with a company that feels like a start-up but already has a successful business with a significant runway for stronger and faster growth? Are you interested in building a career in Fintech at a place with the ambition and means to become a unique B2B platform that is truly agile-at-scale? Do you want to work somewhere with great people from a wide variety of backgrounds because people are what power our company’s success? Then Convera is the place for you! 

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. Providing tech-led payment solutions to a broad range of organizations globally, Convera serves customers ranging from small business owners to enterprise treasurers to educational and financial institutions. Delivering solutions ranging from simple currency exchanges to sophisticated cross-border payments platforms and solutions, everything we do is designed to enhance the customer experience and seamlessly power their global commerce needs. 
 
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.  
 
THE ROLE 

The Portfolio 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  

• Complete all assigned training on product and processes in a timely manner and adhere to new processes and ways of working 

• 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:  

• 2+ years of progressive B2B sales and account management experience within the Financial Services or other relevant sector 

• Strong communication skills 

• 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, HubSpot, 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 

 Indicative salary, bonus & benefits 

• Market competitive monthly gross salary  

• Opportunity to earn an annual bonus  

• Great career growth and development opportunities in a global organization 

• Generous insurance (health, disability, life) and retirement programs 

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

• Paid volunteering opportunities