Portfolio Manager at Foundation Software in Strongsville, OH, USA

Job description

• The Foundation Pay Portfolio Manager is responsible for managing and growing a portfolio of commercial card and automated payables clients. This role serves as the primary relationship manager for assigned clients, driving portfolio spend, revenue growth, client retention, product adoption, and overall profitability.
• The successful candidate combines strong financial and analytical capabilities with exceptional client relationship skills to identify growth opportunities, optimize payment programs, and deliver measurable value to clients.

Responsibilities

• Manage and grow an assigned portfolio of commercial card and automated payables clients, driving spend volume, transaction activity, product utilization, and overall revenue growth.
• Develop strategic account plans focused on portfolio optimization, client retention, supplier payments, AP automation adoption, and rebate generation.
• Serve as the primary relationship manager for client stakeholders across finance, treasury, accounts payable, procurement, and executive leadership.
• Conduct regular business reviews, analyze payment activity and portfolio performance metrics, and provide actionable recommendations to improve working capital, payment efficiency, and electronic payment adoption.
• Identify and execute opportunities for new product adoption, workflow enhancements, and expanded commercial card usage.
• Monitor portfolio health, proactively address attrition risks or declining spend trends, and create action plans for underperforming accounts.
• Prepare portfolio reporting, maintain account documentation and opportunity pipelines, and leverage analytics to identify growth opportunities.
• Partner cross-functionally with underwriting, onboarding, implementation, and sales teams to support client success, resolve complex issues, and generate referral opportunities.

Requirements

• 1-3 years of experience in commercial payments, treasury management, commercial card, AP automation, banking, fintech, or related financial services.
• Proven experience managing client relationships and driving portfolio or revenue growth.
• Strong analytical, financial, communication, and presentation skills.
• Ability to interpret data and deliver strategic, actionable client recommendations.
• Experience with commercial card programs, automated payables, virtual card, and AP automation solutions.
• Knowledge of accounts payable workflows and treasury management services.
• Experience supporting middle market or commercial banking clients.

Skills

Required

• Client relationship skills
• Communication
• Presentation
• Analytical
• Financial
• Commercial card programs
• Automated payables
• Virtual card
• AP automation solutions
• Treasury management
• Accounts payable workflows

Benefits

• Other employee rewards include tickets to Cleveland sporting events, a variety of lunch and learns, and various employee-appreciation events throughout the year. Benefits include paid vacation, paid holidays, 401(k) with match, and tuition reimbursement, plus medical, eye and dental. Now offering discounts on pet, home, and auto insurance through Liberty Mutual!