Portfolio Sales Manager – SME - Toronto or Montreal

Convera; Toronto; On-site; CAD 100,000 - 125,000; Full time

Job summary

Join a dynamic and innovative company that is transforming the Fintech landscape. As a Portfolio Sales Manager, you will engage with a diverse portfolio of clients, driving revenue and enhancing customer satisfaction. This role offers the chance to work in a fast-paced environment where your contributions will directly impact the success of the organization. With a focus on leveraging technology and data analytics, you will identify opportunities for growth and ensure clients are fully supported in their financial needs. If you are goal-oriented and passionate about building relationships, this is the perfect opportunity for you.

Benefits

Generous health insurance

Disability insurance

Life insurance

Retirement programs

Paid holidays

Time-off for life events

Paid volunteering opportunities

Annual bonus opportunities

Career growth opportunities

Qualifications

• 2+ years of B2B sales and account management experience.
• Fluency in English and French is a must.
• Experience in financial services or fintech is preferred.

Responsibilities

• Drive revenue growth through customer engagement and retention.
• Utilize data analytics for cross-selling opportunities.
• Conduct regular account reviews and manage CRM records.

Skills

B2B Sales

Account Management

Communication Skills

Interpersonal Skills

CRM Systems

Fluency in English

Fluency in French

Education

Bachelor's Degree

Tools

Salesforce

Gong

HighSpot

Job description

Portfolio Sales Manager - SME - TORONTO OR MONTREAL Location

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 Sales 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

• Good English and native language fluency are a MUST (French Speaker)

• 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, HighSpot, 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

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