FA Account Exec, FI
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Job Location:
Fort Worth, TX - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
For this REMOTE opportunity you MUST reside in one of the following states: AZ GA IA PA TX VA WI
WHO YOU ARE:
Are you a relationship driven sales professional who thrives in a collaborative environment Do you excel at turning warm referrals into loyal customers through thoughtful engagement and value-driven conversations Are you motivated by helping partners succeed and skilled at managing a steady pipeline analyzing data and closing deals Are you proud of your ability to deliver a seamless experience from the first conversation through onboarding and support
ABOUT US:
Follow us on LinkedIn
RESPONSIBILITIES:
The Account Executive is responsible for fostering relationships with our Financial Institution (FI) partners.
Manage and prioritize soft leads from financial institution partners (primarily warm referrals)
Reach out to referred business and non-business customers to understand their needs and present tailored merchant services solutions
Maintain and update a pipeline of leads using CRM tools to track progress follow-ups and next steps
Conduct discovery calls and meetings to qualify leads and gather business information
Analyze customer statements to identify savings opportunities and prepare pricing comparisons and proposals
Present merchant services offerings clearly and persuasively highlighting benefits for the customers business
Negotiate pricing and terms and guide the customer through the decision-making process
Complete and submit paperwork ensuring all documentation is accurate and compliant
Coordinate implementation and onboarding working with internal teams to set up merchant accounts and schedule customer training
BASIC QUALIFICATIONS:(Required)
Bachelors Degree in related a field; OR HS/GED AND 4 years of relevant experience
Must be 18 years of age or older
PREFERRED QUALIFICATIONS:(Desired but not required)
Merchant Services experience
Benefits
In line with our commitment to employee wellbeing our total rewards benefits package is designed to support the physical financial and emotional health of our employees tailored to meet their unique and evolving needs. Our approach considers our employees whole selves ensuring they can thrive both in and outside of work. Here are some of the benefits we offer which may vary based on role location or hours worked:
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
These benefits are designed to enhance the health protect the financial security and provide peace of mind to our employees and their families.
Deluxe Corporation is an Equal Employment Opportunity employer:
All qualified applicants will receive consideration for employment without regard to race color creed religion disability sex age ethnic or national origin marital status sexual orientation gender identity or presentation pregnancy genetics veteran status or any other status protected by state or federal law.
Please view the electronic EEO is the Law Poster which serves to inform you of your equal employment opportunity protections as part of the application process.
Reasonable Accommodation for Job Seekers with a Disability: If you require reasonable accommodation in completing this application interviewing completing any pre-employment testing or otherwise participating in the employee selection process please direct your inquiries to .
Key Skills
- Business Development
- Customer Service
- Revenue Growth
- ABC Analysis
- Account Management
- Communication
- CRM
- Excel
- Salesforce
- PMP
- Customer Relationships
- Business Relationships
- Sales Goals
- Sales Process
- CPA
