Portfolio Manager - B2B (FX and Payments)
Core
Manage and grow a portfolio of upper small business clients by delivering a service experience blending human insight with self-service capability in FX and payments.
Role type
Senior B2B account manager / portfolio owner
Builds
Client relationships, revenue growth, and retention in the foreign exchange and international payments sector
Domain
Financial services, cross-border payments, foreign exchange, risk management
Deliverable
client delivery
Required skills
B2B sales, account management, revenue quota ownership, CRM proficiency, stakeholder influence, commercial strategy
Preferred skills
Experience selling credit and risk products (e.g., Options), knowledge of customer buying needs and ICPs in cross-border payments
Technologies
Salesforce, Gong, HubSpot, AI sales tools
Responsibilities
Own and grow a portfolio of high-value B2B clients, drive revenue and retention, deliver tailored solutions across FX and payments, enable clients to maximize platform usage, execute a disciplined commercial playbook, support Business Development with new client engagement
Seniority
Mid-Senior, hands-on IC with quota responsibility
