Portfolio Sales Manager

Job Description

Convera is seeking a Portfolio Sales Manager to drive revenue, retention, and growth within their portfolio of customers in Auckland. The role involves achieving revenue targets, executing outbound engagement, onboarding new clients, and promoting a self-service model.

Responsibilities:

• Managing a portfolio of clients to ensure retention and increased wallet share.
• Utilizing data analytics to identify cross/upsell opportunities.
• Conducting regular account reviews.
• Developing and launching retention campaigns.
• Implementing regional business plans.
• Maintaining detailed records in the CRM system.
• Supporting middle office teams with customer queries.
• Acquiring additional customers through leads.
• Delivering product demonstrations.
• Following up with leads and managing customer inquiries.

Requirements:

• 2+ years of B2B sales and account management experience in Financial Services or a relevant sector.
• Good English and native language fluency.
• Strong communication and interpersonal skills.
• Goal-oriented with a track record of meeting sales targets.
• Ability to work independently and as part of a team.
• Experience with CRM systems and sales enablement tools.
• Experience in the payments industry or financial services/fintech is beneficial.

Convera offers:

• Market competitive monthly gross salary, plus commission.
• Career growth and development opportunities.
• A flexible approach to work.
• Paid holidays, time-off, and leave policies.
• Paid volunteering opportunities.