Portfolio Sales Manager

Job Description

Convera is seeking a Portfolio Sales Manager to engage with customers, drive revenue, and foster growth within the existing portfolio. This role requires a proactive individual with strong sales and account management skills, preferably within the financial services sector. The Portfolio Sales Manager will play a crucial role in nurturing client relationships, identifying opportunities for upselling and cross-selling, and promoting a self-service model through Convera's platform.Responsibilities:

• Achieving revenue targets through retention and sales.
• Executing outbound engagement using data to identify opportunities.
• Onboarding and nurturing new clients.
• Promoting a self-service model to clients.
• Managing a portfolio of clients to ensure retention and satisfaction.
• Utilizing data analytics to target cross/upsell opportunities.
• Conducting regular account reviews.
• Working with marketing to develop retention campaigns.
• Implementing regional business plans.
• Maintaining detailed records in the CRM system.
• Supporting middle office teams with customer queries.
• Acquiring additional customers using marketing leads.
• Delivering product demonstrations.
• Following up with leads and managing customer inquiries.
• Leveraging customer referrals for new business.
• Completing product and process training.
• Staying updated on product offerings and industry trends.
• Tracking key performance indicators (KPIs).

Requirements:

• 2+ years of B2B sales and account management experience.
• 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 (Salesforce, Gong, HighSpot, etc.).
• Tech-savvy with a passion for leveraging digital tools.
• Experience in payments industry or financial services/fintech is beneficial.

Convera offers:

• Market competitive monthly gross salary and generous commission structure
• Private medical insurance
• Dental cover
• Workplace nursery scheme
• Season ticket loan and Cycle2Work allowance
• Hybrid working approach
• Employee assistance program
• Paid volunteering opportunities (5 days per year)