About the job
Join Convera, a pioneering fintech company, on an exhilarating transformation journey to become a highly agile and scalable B2B platform. This is a unique opportunity to contribute to meaningful business change while advancing your career in the fintech sector. Our vibrant team consists of growth-oriented and results-driven individuals who thrive in an innovative environment.
If you’re ready to elevate your career in a company with ambitious goals, dynamic momentum, and a diverse team that fuels our success—this is the perfect place for you.
The Associate Portfolio Manager (Inside Sales Associate) will engage with a diverse portfolio of Convera’s corporate SME clients to enhance revenue, retention, and growth. Key responsibilities include:
- Meeting revenue targets within the existing portfolio through client retention, wallet share growth, and proactive sales efforts.
- Executing outbound engagement initiatives leveraging data to identify customer opportunities.
- Onboarding and nurturing new clients to our platforms.
- Promoting a self-service model to clients, utilizing our platform’s capabilities to improve efficiency and engagement.
Key Responsibilities:
Portfolio Management:
- Manage a portfolio of clients and conduct regular account reviews for key customers.
- Utilize data and analytics reports to identify cross-sell and upsell opportunities within the portfolio.
- Collaborate with the marketing team to develop and implement retention and growth campaigns.
- Encourage the adoption of self-service on our platform to improve client efficiency.
- Maintain detailed records of all client interactions in the CRM system.
- Assist middle office teams with customer queries as needed.
New Business Acquisition:
- Utilize marketing-provided leads to acquire additional customers.
- Engage prospective clients (warm leads) through phone, email, and other communication channels to promote products and services.
- Deliver product demonstrations and articulate features and benefits effectively.

