Portfolio Manager

Foundation Software; Cleveland (OH); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Tickets to Cleveland sporting events

Lunch and learns

Employee-appreciation events

Paid vacation

Paid holidays

401(k) with match

Medical insurance

Vision and dental

Job summary

Foundation Software is seeking a Portfolio Manager to lead a commercial card and automated payables client portfolio in the Cleveland area. You will drive spend, revenue growth, and client retention while optimizing payment programs and delivering measurable value.

The role requires strong financial, analytical, and relationship skills, with cross-functional collaboration across underwriting, onboarding, implementation, and sales teams to support client success.

Qualifications

• 1–3 years of experience in commercial payments, treasury management, commercial card, AP automation, or related financial services.
• Proven experience managing client relationships and driving portfolio or revenue growth.
• Strong analytical, financial, communication, and presentation skills.

Responsibilities

• Manage and grow an assigned portfolio of commercial card and automated payables clients, driving spend volume and revenue growth.
• Develop strategic account plans focused on portfolio optimization, client retention, and rebate generation.
• Serve as the primary relationship manager for client stakeholders across finance, treasury, AP, procurement, and leadership.
• Analyze payment activity and portfolio metrics to improve working capital and payment efficiency.
• Identify opportunities for new product adoption and enhanced workflows.

Skills

Commercial payments

Treasury management

Commercial card

AP automation

Banking/Fintech

Tools

CRM software

Data analytics

Job description

Since 1985, Foundation Software has been a leading provider of software and services built specifically for the construction industry. Our integrated solutions support contractors throughout the entire project lifecycle, from estimating and job cost accounting to project management, HR, time tracking, and payroll processing.

With more than 600 team members and offices across the United States, we combine industry expertise, technology, and exceptional service to help our customers work more efficiently and successfully. At Foundation Software, employees have the opportunity to contribute to meaningful solutions while learning and growing as part of a collaborative team.

Position Summary

The Portfolio Manager is responsible for managing and growing a portfolio of commercial card and automated payables clients. This role serves as the primary relationship manager for assigned clients, driving portfolio spend, revenue growth, client retention, product adoption, and overall profitability.

The successful candidate combines strong financial and analytical capabilities with exceptional client relationship skills to identify growth opportunities, optimize payment programs, and deliver measurable value to clients.

Essential Functions and Responsibilities

• Manage and grow an assigned portfolio of commercial card and automated payables clients, driving spend volume, transaction activity, product utilization, and overall revenue growth.
• Develop strategic account plans focused on portfolio optimization, client retention, supplier payments, AP automation adoption, and rebate generation.
• Serve as the primary relationship manager for client stakeholders across finance, treasury, accounts payable, procurement, and executive leadership.
• Conduct regular business reviews, analyze payment activity and portfolio performance metrics, and provide actionable recommendations to improve working capital, payment efficiency, and electronic payment adoption.
• Identify and execute opportunities for new product adoption, workflow enhancements, and expanded commercial card usage.
• Monitor portfolio health, proactively address attrition risks or declining spend trends, and create action plans for underperforming accounts.
• Prepare portfolio reporting, maintain account documentation and opportunity pipelines, and leverage analytics to identify growth opportunities.
• Partner cross-functionally with underwriting, onboarding, implementation, and sales teams to support client success, resolve complex issues, and generate referral opportunities.

Skills and Experience Preferred

• 1-3 years of experience in commercial payments, treasury management, commercial card, AP automation, banking, fintech, or related financial services.
• Proven experience managing client relationships and driving portfolio or revenue growth.
• Strong analytical, financial, communication, and presentation skills.
• Ability to interpret data and deliver strategic, actionable client recommendations.
• Experience with commercial card programs, automated payables, virtual card, and AP automation solutions.
• Knowledge of accounts payable workflows and treasury management services.
• Experience supporting middle market or commercial banking clients.

Other employee rewards include tickets to Cleveland sporting events, a variety of lunch and learns, and various employee-appreciation events throughout the year. Benefits include paid vacation, paid holidays, 401(k) with match, and tuition reimbursement, plus medical, eye and dental.

Now offering discounts on pet, home, and auto insurance through Liberty Mutual!

Foundation is constantly recognized as one of Northeast Ohio's top workplaces. We are a 21-time winner of the NorthCoast 99 award, a multi-year winner of The Plain Dealer's Top Workplaces award, and have been recognized multiple years on the Inc. 5000 list of fastest-growing private companies in the U.S.

Let us start your future at Foundation!

Foundation Software is an Equal Opportunity Employer.