Key skills
AnalyticsSalesforceCRMStrategic PlanningCritical ThinkingPresentation SkillsSales
About this role
Role Overview
- Maintain and expand client relationships through ongoing engagement
- Assure client satisfaction and uncover additional potential to create value and additional revenue opportunities
- Expand client relationships and build loyalty by developing a deep knowledge of client organizational structure and culture
- Consult with clients to optimize check program performance
- Identify and connect customer initiatives and needs to Deluxe solution capabilities
- Develop and maintain account plans and customer engagement strategies
- Provide feedback on market trends and opportunities
- Capture key information and update corporate systems
- Partner with Sales Executives and cross-functional partners to drive sales opportunities to closure
- Secure client satisfaction by monitoring ongoing projects and initiatives
Requirements
- Bachelors degree and 2 years experience or HS/GED and 6 years experience navigating financial services organizations
- Experience with Salesforce or similar CRM software
- Conflict management skills
- Experience in the Financial Industry or in FinTechs
- Ability to forge shared partnerships with customers
- Ability to gather client knowledge
- Drive candid engagement and manage conflict
- Strategic planning
- Critical Thinking Skills
- Comfortable assessing and interpreting data analytics
- Financial analysis
- Proven Sales Skills
- Presentation skills
- Territory management
- Additional Basic Qualifications: Must be 18 years of age or older
Benefits
- Healthcare (Medical, Dental, Vision)
- Paid Time Off, Volunteer Time Off, and Holidays
- Employer-Matched Retirement Plan
- Employee Stock Purchase Plan
- Short-Term and Long-Term Disability
- Infertility Treatment, Adoption and Surrogacy Assistance
- Tuition Reimbursement