ppLocation: Madrid /p pReporting: Reporting to the Manager Portfolio Management Europe /p pWe’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. /p pThis role is adecuado 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. /p h3The Role /h3 pAs 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. /p pThe 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. /p h3Key Responsibilities /h3 h3Portfolio Management Client Growth /h3 ul liOwn and grow a portfolio of upper SMB clients, building strong relationships with key stakeholders and decision‑makers. /li liDevelop a deep understanding of each client’s business, objectives, and international payment requirements. /li liAct as a trusted advisor, identifying opportunities to deliver additional value through Convera’s products and services. /li liDrive portfolio retention and expansion through proactive relationship management and regular client engagement. /li /ul h3Business Development Revenue Generation /h3 ul liFollow up on inbound leads and proactively engage prospective clients through phone, email, LinkedIn,



and other communication channels. /li liIdentify opportunities to increase wallet share and generate incremental revenue across your portfolio. /li /ul liBuild and maintain a healthy pipeline of opportunities while executing against revenue and activity targets. /li liCollaborate closely with Business Development Managers to support the onboarding and early‑stage development of new clients. /li h3Solution Selling Client Enablement /h3 ul liDeliver tailored solutions across foreign exchange, international payments, and risk management products. /li liHelp clients maximise the value of Convera’s platform by promoting self‑service capabilities while providing expert guidance when required. /li liEducate clients on market developments, product enhancements, and solutions that can support their business objectives. /li liSupport clients in adopting new technologies and digital tools that improve efficiency and drive better outcomes. /li /ul h3Operational Excellence /h3 ul liExecute a disciplined commercial playbook, balancing proactive outreach, pipeline management, client engagement, and portfolio reviews. /li liMaintain accurate client records and activity tracking through CRM and sales enablement platforms. /li liLeverage technology, data, and AI‑powered tools to improve productivity and client outcomes. /li liEnsure compliance with internal policies and regulatory requirements. /li /ul h3What We’re Looking For /h3 pWe’re looking for a commercially minded relationship manager who combines strong client engagement skills with a disciplined, results‑driven approach.



You enjoy building long‑term partnerships, understand how to uncover growth opportunities, and are comfortable managing a portfolio with revenue responsibility. You’re proactive, accountable, and confident working independently while collaborating effectively across teams. /p h3You’ll Thrive In This Role If You /h3 ul liTake ownership and are motivated by delivering measurable results. /li liHave a strong commercial mindset and enjoy identifying growth opportunities. /li liBalance relationship‑building with disciplined activity management. /li liAre comfortable operating in a fast‑paced, target‑driven environment. /li liEmbrace technology and continuously look for smarter ways of working. /li liCommunicate effectively with stakeholders at multiple levels within an organisation. /li /ul h3Required Experience Qualifications /h3 h3Must Have /h3 ul li4+ years of experience in B2B sales, account management, or relationship management. /li li2+ years of experience within cross‑border payments, foreign exchange, financial services, or a related industry. /li liStrong understanding of customer buying journeys, ideal customer profiles (ICPs), and stakeholder management. /li liDemonstrated experience managing a portfolio or book of business with revenue and/or quota responsibility. /li liExperience using CRM platforms and sales enablement tools such as Salesforce, Gong, Highspot, or similar technologies. /li liStrong digital literacy and a passion for leveraging technology and AI tools to enhance performance. /li liFluent English and native‑level Spanish. /li /ul h3Nice to Have /h3 ul liExperience selling foreign exchange risk management products, including options and hedging solutions. /li liKnowledge of the local SMB market and business landscape. /li liExperience working within international payments, fintech, banking, or treasury‑related environments. /li /ul /p #J-18808-Ljbffr

📌 Associate Portfolio Manager (Madrid)
🏢 Convera
📍 Madrid