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Portfolio Manager

On-site · Madrid, Madrid, Spain

Type
Full Time
Level
Mid Level
Education
Not Specified
Company size
Enterprise
Industry
Financial Services

Job Summary

Portfolio Manager to own and grow a portfolio of upper SMB clients across Europe (based in Madrid) by delivering relationship management, commercial ownership, and strategic problem-solving for international payments, foreign exchange, and risk management solutions. Responsibilities include portfolio growth, proactive client engagement, solution selling, revenue generation, CRM-driven activity tracking, and leveraging digital tools and AI to improve outcomes. Requires 4+ years in B2B sales/account management, 2+ years in cross-border payments/FX/financial services, strong stakeholder management, and fluency in English and Spanish.

Required Qualifications

  • 4+ years of experience in B2B sales, account management, or relationship management
  • 2+ years of experience within cross-border payments, foreign exchange, financial services, or a related industry
  • Strong understanding of customer buying journeys, ideal customer profiles (ICPs), and stakeholder management
  • Demonstrated experience managing a portfolio or book of business with revenue and/or quota responsibility
  • Experience using CRM platforms and sales enablement tools such as Salesforce, Gong, Highspot, or similar technologies
  • Strong digital literacy and a passion for leveraging technology and AI tools to enhance performance
  • Fluent English and native-level Spanish
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Convera

Portfolio Manager

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