Portfolio Sales Manager New Auckland

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 ROLEThe Portfolio Sales Manager will be responsible for engaging the portfolio of customers in the market to drive revenue, retention and growth.
This role involvesAchieving revenue targets in existing portfolio through retention, share of wallet growth and salesExecute outbound revenue generating engagement with portfolio using data to identify opportunities to engage the customerOnboard and nurture new clients onto our platformsPromote a self-service model to our clients, utilizing our platform capabilities to enhance efficiency and client engagementKey Responsibilities:Support managing a portfolio of clients to ensure retention, increased wallet share and customer satisfactionUtilize centrally generated Data and Analytics reports to target potential for cross/upsell within the portfolioWork with the marketing team to develop and launch retention, win back and grow campaigns in portfolioImplement regional business plans as devised by team leaderPromote a self-service model with the portfolio on our platform to enhance efficiencyMaintain 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 businessReach out to prospective clients via phone, email, and other communication channels to promote products and servicesDeliver 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 businessTraining & Development :Ongoing training & development focusing on key attributes of the roleStay up to date on product offerings, industry trends, and competitors to effectively answer questions and provide solutionsPerformance 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:Experience2+ years of progressive B2B sales and account management experience within the Financial Services or other relevant sectorGood English and native language fluency are a mustStrong 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 developmentsExperience with CRM systems (Salesforce, Gong, HighSpot, etc.)
and other sales enablement tools.
Tech-savvy with a passion for leveraging digital tools to enhance performanceIt is beneficial if you come with experience, preferably in payments industry or financial services/fintechIndicative salary, bonus & benefitsMarket competitive monthly gross salaryOpportunity to earn quarterly and annual bonusGreat career growth and development opportunities in a global organizationPaid holidays, time-off and leave policies for life events (maternity, paternity, adoption, bereavement, military)Apply for this job*indicates a required fieldFirst Name *Last Name *Email *Phone *Resume/CV *Enter manuallyAccepted file types: pdf, doc, docx, txt, rtfLinkedIn ProfileWebsiteAre you legally able to work within the country where this role resides?
* Select...If hired for this position, will you now or in the future require sponsorship for employment visa status?
* Select..."Yes" applies only if you will need the company to sponsor an immigration work visa or permit, either now or at some point in the future.
Otherwise, if you already have a work visa or permit valid in the country or are otherwise are legally eligible to work in the country, please select "No".Convera requires background checks of all new employees at the appropriate stage of the application procedure, including, in certain countries, the investigation of criminal convictions, in accordance with applicable federal, state and local law.
Disclosure of a criminal record will not necessarily disqualify you for employment.
Any conviction or guilty plea will be evaluated on its own merit with respect to time, nature, circumstances and seriousness, as well as any other factors required pursuant to applicable federal, state and local law, in relation to the job for which you are indicating interest.
However, failure to disclose this information when requested, in accordance with applicable federal, state and local law, will generally result in a disqualification of your application or termination of employment.
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