Portfolio Manager

Job Description

Job Description

What is great about working for Foundation? Plenty! We have a fun, casual, yet hard-working culture that invests in our employees, promotes creativity, and delivers on our reputation. Would you like to work for a company that offers manicures and pedicures in the office? We do! How about massages, house cleaning, laundry service, monthly car washes, catered lunches Wednesdays and a monthly happy hour - we offer all this and more!

At Foundation we believe in and promote a work-life balance with a top-notch workout facility, fitness classes and free personal training; and for those competitive types, a game room complete with table tennis, foosball, and video game systems. Also, some comforts of home, there is a full kitchen, free coffee and specialty flavors, soft drinks, and snacks.

Position Summary

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.

Essential Functions and Responsibilities

• Manage and grow an assigned portfolio of commercial card and automated payables clients, driving 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.

Skills and Experience Required

• 1-3 years of experience in commercial payments, treasury management, commercial cards, 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.

Preferred

• Experience with commercial card programs, automated payables, virtual cards, and AP automation solutions.
• Knowledge of accounts payable workflows and treasury management services.
• Experience supporting middle market or commercial banking clients.

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!

Foundation is constantly recognized as one of Northeast Ohio's top workplaces. We are a 20-time winner of the NorthCoast 99 award, a multi-year winner of The Plain Dealer's Top Workplaces award, and have been recognized multiple years on the Inc. 5000 list of fastest-growing private companies in the U.S.

Let us start your future at Foundation!

Foundation Software is an Equal Opportunity Employer.