1 день назад
Portfolio Manager (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Portfolio Manager (Fintech): Managing and growing commercial card and automated payables client portfolios with an accent on client retention, payment program optimization, and revenue growth. Focus on analyzing portfolio performance, expanding product adoption, improving working capital and payment efficiency, and coordinating with underwriting, onboarding, implementation, and sales teams.
Location: Strongsville, Ohio, USA
Company
develops software and financial services solutions, including commercial card and automated payables products.
What you will do
- Manage and grow a portfolio of commercial card and automated payables clients.
- Develop account plans for portfolio optimization, client retention, supplier payments, AP automation adoption, and rebate generation.
- Serve as the primary relationship manager for finance, treasury, accounts payable, procurement, and executive stakeholders.
- Conduct business reviews, analyze payment activity and portfolio metrics, and recommend improvements to working capital and electronic payment adoption.
- Identify product adoption and workflow enhancement opportunities while addressing attrition risks and declining spend.
- Partner with underwriting, onboarding, implementation, and sales teams to support client success and resolve complex issues.
Requirements
- 1–3 years of experience in commercial payments, treasury management, commercial cards, AP automation, banking, fintech, or related financial services.
- Experience managing client relationships and driving portfolio or revenue growth.
- Strong analytical, financial, communication, and presentation skills.
- Ability to interpret data and provide strategic, actionable client recommendations.
- Experience with commercial card programs, virtual cards, automated payables, or AP automation solutions.
- Knowledge of accounts payable workflows, treasury management services, or middle-market and commercial banking clients.
Culture & Benefits
- Full-time employment with medical, dental, and vision coverage.
- 401(k) with company match, paid vacation, paid holidays, and tuition reimbursement.
- Work-life balance supported by fitness facilities, classes, personal training, and employee appreciation events.
- Additional perks include catered lunches, wellness services, sporting event tickets, and insurance discounts.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
1 день назад
Financial Analyst (Fintech)
1 день назад
Head of Finance (Fintech)
275 000 - 315 000$
7 дней назад
Strategic Finance Associate (Fintech)
126 055 - 138 678$
1 день назад
Head of Finance (Fintech)
250 000 - 300 000$
5 дней назад
Junior Treasury Analyst (Accounting)
5 дней назад