At a Glance
- Tasks: Engage clients to drive revenue and growth while managing a diverse portfolio.
- Company: Join Convera, the largest non-bank B2B cross-border payments company globally.
- Benefits: Enjoy competitive salary, private medical insurance, and hybrid working options.
- Other info: Opportunities for professional growth and paid volunteering days.
- Why this job: Make a real impact in a fast-paced, innovative environment with diverse teams.
- Qualifications: 2+ years in B2B sales, strong communication skills, and tech-savvy.
The predicted salary is between 40000 - 50000 £ per year.
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.
- Executing outbound revenue generating engagement with portfolio using data to identify opportunities to engage the customer.
- Onboarding and nurturing new clients onto our platforms.
- Promoting a self-service model to our clients, utilising 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. Utilise 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: Utilise 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:
- Experience: 2+ years of progressive B2B sales and account management experience within the Financial Services or other relevant sector.
- 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.
About Convera: Convera is the largest non-bank B2B cross-border payments company in the world. Formerly Western Union Business Solutions, 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. 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. As a truly global company with employees in over 20 countries, we are passionate about diversity; we seek and celebrate people from different backgrounds, lifestyles, and unique points of view. We want to work with the best people and ensure we foster a culture of inclusion and belonging.
We offer an abundance of competitive perks and benefits including:
- 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 providing confidential counselling 24/7.
- Paid volunteering opportunities (5 days per year).
There are plenty of amazing opportunities at Convera for talented, creative problem solvers who never settle for good enough and are looking to transform Business to Business payments. Apply now!
Portfolio Sales Manager in Peterborough employer: Convera
Convera is an exceptional employer that prioritises employee growth and development within a dynamic, hybrid work environment in Peterborough. With a strong focus on fostering a culture of inclusion and belonging, employees benefit from competitive salaries, generous insurance packages, and ample opportunities for career advancement in a global organisation. The company's commitment to customer-centricity and continuous improvement ensures that team members are engaged and empowered to make a meaningful impact in the education sector and beyond.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Sales Manager in Peterborough
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Convera. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Portfolio Sales Manager in Peterborough
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Convera.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Convera's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Convera
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Convera.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Convera will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Convera employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
