Account Executive jobs at Medical Mutual - 628 jobs
Business Development Representative (BDR)
Archer Review LLC 4.6
Austin, TX jobs
About the Company Archer Review is a private equity-backed education technology company supporting medical and nursing students in their professional journeys. Our mission is to equip health care learners, educators and leaders with the knowledge, resources and confidence they need to succeed - personally and professionally.
Our fully remote team of educators, clinicians, technologists, creatives and operators support and collaborate one another and share a genuine commitment to making a difference.
Archer Review has been recognized for four consecutive years by Inc. 5000 and for two years by Deloitte Technology Fast 500 as one of the fastest-growing technology companies in the United States. The company also ranks No. 5 on the 2024 Financial Times list and No. 3 on the Inc. Southwest Regionals list for high growth companies.
Our Values
Excellence: We innovate constantly, adapt with agility, embrace challenges, welcome change, move with intention, and hold ourselves accountable.
Outcomes: We deliver real outcomes that include measurable progress, skills mastery, and meaningful achievements.
Empathy: We see the world through the eyes of our learners and partners, meeting them where they are, adapting to their needs, and walking alongside them with compassion and respect.
Service: We are trusted partners who provide forward-thinking approaches and world-class service.
About the Role
The Business Development Representative (BDR) is responsible for building Archer Review's top-of-funnel pipeline by proactively identifying, engaging, and qualifying prospective institutional partners. This role focuses on outbound prospecting and lead qualification across medical schools, nursing schools, and PA programs, working closely with Sales Directors in a collaborative, team-based model.
The ideal candidate is curious, motivated, and excited to learn. This role is well-suited for someone looking to build a career in B2B SaaS sales within the education and healthcare space.
This is a fully remote position in the United States. Occasional travel (
What you'll do
Proactively research and identify prospective institutional partners within assigned territories and segments.
Execute outbound prospecting via email, phone, and LinkedIn to engage faculty and administrative decision-makers.
Create and manage effective email sequences tailored to specific buyer personas and institutional needs.
Qualify inbound and outbound leads through discovery conversations to assess fit, needs, and timing.
Schedule high-quality, qualified meetings for Sales Directors and ensure clear, thoughtful handoff.
Maintain accurate and timely records of all activity, notes, and outcomes in HubSpot.
Partner closely with Sales Directors on account targeting, messaging, and pipeline development.
Participate in team meetings, training sessions, and ongoing learning to continuously improve effectiveness.
About you
1-3 years of experience in sales, business development, customer engagement, or a related role (EdTech or SaaS experience a plus).
Strong written and verbal communication skills with comfort engaging new prospects.
A strong interest in mission-driven work at the intersection of healthcare and higher education.
Experience using CRM tools (HubSpot a plus!).
Highly organized, detail-oriented, and able to manage multiple priorities.
Our Benefits
Comprehensive medical, dental and vision insurance for employees and their families
Flexible & encouraged PTO
Company HSA contribution of $90/month for eligible plans
Company-paid life insurance and disability coverage
401(k) with company match (100% match on first 3%, 50% match on the next 2%)
Archer Review is an equal opportunity employer. We welcome applications from candidates of all backgrounds and experiences.
Please note that as part of our standard hiring process, the company conducts background checks with the candidate's consent, consistent with applicable local, state, and federal laws. For roles based in or performed in Austin, Texas, background checks are initiated only after a conditional offer has been made, in accordance with the City of Austin Fair Chance Hiring Ordinance.
The pay range for this role is:
55,000 - 75,000 USD per year (Remote (United States))
$30k-70k yearly est. 2d ago
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Sr. Account Executive
Visa 4.5
Austin, TX jobs
Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid.
Make an impact with a purpose-driven industry leader. Join us today and experience #LifeatVisa.
Job Description
This role is accountable for driving sales, retaining payment volume and revenue across a segment of Community issuing financial institutions in the Southwest region. This involves creation and execution of opportunities to drive net new growth while retaining and growing the existing portfolio. This role requires the ability to clearly articulate Visa value proposition to varied audiences and be an expert in consultant and contract negotiations, independently able to explain critical contract terms and use negotiating skills to secure mutually agreeable contracts.
This ideal candidate has a proven track record in building a robust pipeline and territory management with ability to execute on ambitious quotas. The candidate is an experienced senior sales and business development leader who has worked in the payments ecosystem and maintains executive-level relationships with banking and credit union clients.
Accountabilities:
In addition to driving sales in region and representing Visa at industry meetings and trade shows, the Senior AccountExecutive is a highly visible member of the team and is responsible for the career development and training of the Southwest team as noted below in the accountabilities.
Drive the strategy, pipeline, and agenda for the banks and credit unions in market.
Identify strategic opportunities through a strong understanding of the segment and customer's business needs, demonstrating value to our Financial Institutions and their clients / members.
Be the face of Visa to our clients and partners, drive thought leadership and vision.
Continuously review market and competitive landscape, identifying opportunities and strategies that will position Visa as the market leader.
Strong focus on execution and deliverables. Proven record of exceeding goals.
Identify strategic innovation and development opportunities through a strong understanding of the customer's business.
Mastery of CRM systems/tools to manage territory and pipeline.
Influence the client's vision for the future of electronic payments, consistent with Visa's strategies.
Continuously review client strategies and market landscapes to recommend, develop, and implement new & creative approaches that ensures that client and Visa business objectives are met.
Highly visible member of the team (participates in meetings, leads meetings, internal adviser and resource)
Ensure implementation and completion of annual goals and plans
Actively participate in and lead various ad-hoc internal projects
Assist marketing and product development in launching new products or expanding the penetration of existing products within current and new accounts
Actively seeks to provide training and leadership throughout the Financial Institution Sales organization
Assist in the on-boarding of new employees with a focus on career development/job progression
Adept at challenging the status quo, explores new ways to conduct our business, implements these ideas on behalf of entire team
Actively seek ways to expand the scope of the role within and outside of Visa
Represent Visa at industry meetings and trade shows and generate and lead external speaking engagements.
This is a hybrid position. Expectation of days in office will be confirmed by your hiring manager.
Qualifications
Basic Qualifications:
12 or more years of work experience with a Bachelor's Degree or at least 10 years of work experience with an Advanced degree (e.g. Masters/MBA /JD/MD), or a minimum of 5 years of work experience with a PhD
Preferred Qualifications:
15 or more years of experience with a Bachelor's Degree or 12 years of experience with an Advanced Degree (e.g., Masters, MBA, JD, or MD), PhD with 9+ years of experience
Understanding of payment networks.
Experienced solution sales leader with a record of accomplishment for delivering results, must possess the ability to identify the inspired path forward to partner, structure creative financial partnership constructs, and demonstrate success in contract negotiations in an effort to drive a deal to close quickly.
Strong customer-facing communication skills. Experience in managing relationships and cultivating deep, trusted partnerships with clients and partners. Ability to explain complex business concepts to broad audiences in an engaging way.
Natural collaborator with excellent communication skills. Must be self-motivated and comfortable with ambiguity, possessing the maturity and competence to influence across multiple levels and organizations including internal and external stakeholders.
Excellent communication and group presentation skills. Executive presence, and comfortable presenting with the C-suite.
Demonstrated thought leadership and the aptitude to challenge the status quo and identify new opportunities to innovate and differentiate
Additional Information
Work Hours: Varies upon the needs of the department.
Travel Requirements: This position requires travel5-10% of the time.
Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.
Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.
Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.
U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 186,800.00 to 271,050.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.
$93k-119k yearly est. 3d ago
Treasury Sales Officer I
Bank of America 4.7
Houston, TX jobs
Houston, Texas;Dallas, Texas; New York, New York; Charlotte, North Carolina
**To proceed with your application, you must be at least 18 years of age.**
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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for the delivery of integrated treasury solutions to clients and prospects that may be in the United States (US) or global. Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client-facing teammates to consult on sales opportunities. Job expectations include providing product knowledge to deliver the best possible solution to meet the client and prospect's needs.
**Responsibilities:**
+ Ensures responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentations
+ Partners with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions based on client-focused cost and benefit analysis and bank-focused profitability analysis
+ Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth
+ Participates actively in the Client Management Process (CMP), focusing on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs
+ Fosters digital adoption by driving mobile, digital, and real time payments adoption and manages strategic dialogues around key client centric issues, while leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning
+ Maintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure
At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts, trade and supply chain finance, FX and commercial card services, by complementing high tech with a personalized touch.
Challenge the status quo and influence peers with diverse points of view. Forward thinkers with ability to see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology.
-The Treasury Sales Officer (TSO) will be responsible for managing and aggressively growing treasury revenue across a portfolio of Large Corporate Natural Resource Group (NRG) clients. He or she will partner with Corporate Bankers, Trade, Liquidity, Investment, Foreign Exchange partners and others across the enterprise to develop customized treasury solutions that meet client objectives.
-The TSO will focus on growth of new and underpenetrated client relationships and expansion of existing relationships.
-The TSO will be accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal/presentation development/delivery.
-The TSO will maintain a strong client focus, treasury industry expertise, understanding of the evolving tech, innovation, Energy Transition, and ESG landscape, client subsector expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services.
-The TSO will possess strong communication and interpersonal skills, the ability to influence, lead and mobilize business partners, and appropriate financial acumen.
-The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves.
**Required Qualifications:**
+ Inclusive and Inspiring: Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds
+ Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities
+ Innovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo
+ Confident and Agile: Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge
+ Excellent verbal/ written communication and presentation skills
+ Proven negotiation and active listening skills
+ Proven business development and relationship management skills with a corporate client set.
+ Excellent critical/strategic thinking and problem resolution skills
+ Broad and deep treasury / cash management industry experience, including gloal product knowledge and industry trends
+ Ability to demonstrate creative thinking while adhering to guidelines
+ Strong business/financial acumen
+ Proven ability to foster strong partnerships within the core team and the ability to build trust and market differentiating relationships with clients.
+ Strong time management and prioritization skills
+ Ability to effectively manages risk while balancing the needs of the client, the team, and the bank
+ Able to effectively work as an individual contributor as well as a supportive and collaborative team member, proactively engaging and mobilizing internal partners in a fast paced environment
+ Strong executive presence both internally/externally
**Desired Qualifications:**
+ Intrinsically motivated to continuously improve processes and/or one's own education
+ Ability to lead small groups while effectively delegating tasks
+ Exercises the desire to mentor and sponsor other Associates
+ Certified Treasury Professional certification or equivalent
**Skills:**
+ Account Management
+ Business Development
+ Client Management
+ Client Solutions Advisory
+ Customer and Client Focus
+ Critical Thinking
+ Portfolio Analysis
+ Presentation Skills
+ Relationship Building
+ Sales Strategy
+ Coaching
+ Collaboration
+ Oral Communications
+ Prioritization
+ Prospecting
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$114k-143k yearly est. 2d ago
Account Executive - RBC
Renasant Bank 4.3
Houston, TX jobs
Job ID 2025-14513
The primary responsibilities of this position are to ensure the performance of an assigned group of asset based lending ("ABL") loans are sound and that Republic Business Credit's ("RBC") management of loans is following credit policy, operating conditions, and approval conditions as set out in the Client Credit Committee Approval ("CCCA") document (or as amended by subsequent client reviews and amendments) - collectively "Credit Standards". To provide an effective and service-orientated interaction with ABL borrowers. To identify and deal with escalated risk issues within the assigned group of ABL loans and bring issues to the Portfolio Manager's attention as required by Credit Standards.
Employer: Republic Business Credit, a subsidiary of Renasant Bank
This position serves Republic Business Credit which is a subsidiary of Renasant Bank.
REPUBLIC BUSINESS CREDIT AND RENASANT BANK ARE EQUAL OPPORTUNITY EMPLOYERS
Responsibilities
To oversee the management of the assigned group of ABL loans in line with Credit Standards:
Ensure all policy exceptions are reviewed and approved in line with Credit Standards including the approval of the Credit Committee as appropriate
Identify risk issues through various means of monitoring and analysis, to include but not be limited to collateral performance analysis, financial statement analysis, bank statement reviews, legal documentation reviews, field examination report reviews, and appraisal report reviews
Address risk issues as per authorities in the Credit Standards, bringing them to the immediate attention of the Portfolio Manager (and / or senior management as required) if prompt action is required or raising them as a review matter in the regular Portfolio review meetings
Ensure all operating and/or funding conditions are complied with for new and existing clients. Liaise with and support the Portfolio Manager for ongoing compliance matters
Liaise with field examiners, appraisers, attorneys, and other third parties as required to ensure thorough and accurate work products as well as prudent decision making
Ensure any client accommodation is documented and executed within the terms of the Credit Standards and is prudent. The AccountExecutive will recommend support for or lack thereof for client over-advances and credit amendments in respect of the performance of the client and the client's collateral
Review verification levels of the assigned group of ABL loans and ensure they are in line with Credit Standards, providing guidance for direct targeting of verification activity as necessary to achieve desired levels
Review of borrowing bases ("BBC's") in line with specific client requirements, and in line with Credit Standards
Ensure the appropriate scheduling of appraisals and field examinations and their timely review
Perform thorough client reviews on time, as scheduled, and as required by Credit Standards, raising areas of concern and providing recommendations for action
Travel by car and/or plane to visit other RBC office locations and clients
Present in monthly meetings the status of the assigned group of ABL loans to the Portfolio Manager and COO identifying any material client issues and recommend operational strategy in response thereto
Perform other related duties as needed to support the business as required
Work in the office as scheduled or otherwise required by the Portfolio Manager or COO, which is expected to be a minimum of three days a week, Tuesday through Thursday, and as business needs arise
Qualifications
Bachelor's degree or equivalent work experience
2 to 5 years of ABL experience
Thorough understanding of relevant ratios and their calculations
Strong communication skills
Strong organizational skills
Ability to handle clients in a robust but professional manner
Ability to meet deadlines, manage expectations, and handle multiple priorities simultaneously
Ability to work with a computer and browser-based platforms as well as various software including but not limited to Word, Excel, Google Sheets, Adobe, Zoom, and Teams
Strong Microsoft Excel skills
Effective interpersonal skills with strong oral and written skills
Strong Problem-solving skills and ability to recommend appropriate solutions
Ability and willingness to travel bay various means as required to fulfill the duties of the role
Physical Demands
The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May".
This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
$53k-86k yearly est. 3d ago
Associate Accountant
Visa 4.5
Austin, TX jobs
Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.
At Visa, you'll have the opportunity to create impact at scale - tackling meaningful challenges, growing your skills and seeing your contributions impact lives around the world. Join Visa and do work that matters - to you, to your community, and to the world.
Progress starts with you.
Job Description
This role is responsible for Accounts Payable activities within the Corporate Controllership team, reporting to the Manager overseeing the payables processes for North America and Canada. The primary focus of this role is to accurately process invoices in accordance with Visa's policies and to promote the Full Service Model by collaborating with many cross-functional teams in effort to reduce the touchpoints to get a supplier paid.
Responsibilities
Ensure processing of invoices is in compliance with established key controls
Provide strong customer service and demonstrate initiative in preventing invoice and payment issues
Assist, research, and resolve invoice and payment issues with internal employees and external vendors within service level commitments
Ensure special handling invoices for critical suppliers are processed timely and accurately
Coordinate with Controllership and Sourcing analysts to increase Ariba adoption
Support the AP import feed process for all automated invoice files, which includes troubleshooting issues to resolution
Interface with Sourcing and Data Maintenance teams to resolve supplier setup issues related to Purchase Orders
Assist in documentation of the Accounts Payable function, train internal and external customers on policy and procedures
Assist management with ad hoc projects as necessary for the Finance organization
Assist with internal audit, walk-through, and SOX documentation
Partner with cross-functional teams to fully support the Full Service Model in Finance
This is a hybrid position. Expectation of days in office will be confirmed by your hiring manager.
Qualifications
Basic Qualifications:
Minimum of 6 months of work experience or a Bachelor's Degree
Preferred Qualifications:
2 or more years of work experience
Minimum 2 years of accounts payable accounting experience in a professional services firm environment with some experience inexpense accounting
Excellent communication and interpersonal skills with strong commitment to customer service
Experience with Oracle Accounts Payable preferred but not required
Fluent with the Procure to Pay principles and concept
Ariba knowledge is a plus
Independent and self-motivated, Ability to work with little or no direct supervision
Strong problem solving and organizational skills
Attention to detail and a keen sense for accuracy
Ability to work in a fast paced and dynamic environment with changing priorities
Ability to support team environment
Intermediate/Advanced excel skills
Bachelor's degree in accounting or finance (or equivalent experience)
Additional Information
Work Hours: Varies upon the needs of the department.
Travel Requirements: This position requires travel5-10% of the time.
Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.
Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.
Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.
U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 66,200.00 to 102,900.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.
$45k-57k yearly est. 3d ago
Regional Market Executive
Civista Bank 3.9
Cincinnati, OH jobs
The Regional Market Executive will direct and coordinate all lending activities within the specified region of the Bank. Manages lending and treasury activities to meet Bank goals and objectives. Instrumental in coordinating activities in region for business teams including Commercial, Treasury, Private Banking, and Mortgage Lending. This position will cover the Greater Cincinnati, OH area, Norther Kentucky & SE Indiana.
Key Accountabilities, Responsibilities and Expectations:
Prepares department scheduling, periodic loan department updates and periodic reports for management's review.
Manage and oversee commercial lending team and Treasury Management Officer within specified region of the Bank.
Examines, evaluates, authorizes, or recommends approval of customer applications for commercial loans and lines of credit. Reviews periodically for required updated financial information and field visits
Develops and implements new products; reviews loan pricing/fees and recommends changes; ensures resolution of department computer system issues.
Act as escalation point for various lending issues. Performs commercial loan activities for personal base of customers; review key/critical lender loans; presents commercial loans to loan committee.
To independently manage, review and approve own, as well as subordinates, highly complex business/commercial loan credit underwriting and loan structures.
To maintain cohesive, highly trained and motivated staff, sufficient to meet the daily operational needs of the lending department.
To insure the department meets its goals to maintain delinquency at or below the established percent of loans outstanding; maintain a charge-off rate of not more than the established guidelines; to ensure asset quality of total bank loan portfolio is maintained; to ensure fees on loans are collected at established minimums.
To ensure that lending operations are in accordance with established Bank policy and are legally compliant.
Member of Senior Management.
Requirements:
Qualifications, Knowledge, and Skills:
Minimum of ten years of combined credit underwriting, lending, business development and sales experience.
A college degree in finance, accounting and/or banking or equivalent work experience in the banking industry.
Completion of Advanced Commercial Lending School, Graduate Banking School, or Certified Community Lender Certification preferred.
Must have extensive knowledge of commercial lending practices and procedures.
Strong knowledge in analyzing business financial statements and assessing the viability of businesses; must have excellent communication and PR skills.
Strong computer skills (Word, Excel) and the ability to learn and use proficiently related lending software programs.
Ability to handle multiple projects with varied deadlines; strong attention to detail/analytical skills.
Demonstrated proficiency at intermediate level of sales skills and abilities for developing new business customer relationship.
Above average supervisory experience and delegation skills.
Physical Requirements:
Work involves sitting for long time periods; standing, moving, hearing, reading, communicating both in person and by telephone.
Work involves traveling, via use of own or company vehicle, to visit branch locations; meet with subordinates; attend meetings/trainings/seminars, and so forth.
Work involves lifting/moving files of up to 15 lbs.
Work involves being flexible with work hours, overtime/weekend work may be necessary to complete projects/approve loans.
EOE - Race/Sex/Disability/Veteran
This Position Description is not a complete statement of all duties and responsibilities comprising this position.Nothing in this restricts management's right to assign or reassign duties and responsibilities to this position at any time.
Please see job description
PI281427818
Job distributed by JobTarget.
Primary Office Location:55 Public Square Suit 105. Cleveland, Ohio. 44113.Join our team. Make a difference - for us and for your future.nPosition Title: Sales Executive - INSA Business Unit: INSA Reports To: Varies Based on Assignment
This position is primarily responsible for selling new business and renewing accounts in keeping with agency and individual goals. The incumbent conducts and reports sales activities to build a pipeline of prospects, generates sales prospects from various sources and carries the agency's reputation and professional manner of conducting business into dealings with clients, agency personnel and companies represented. The incumbent works collaboratively with Bank partners in relationship building and in identifying financial service solutions for all customers.
Primary Responsibilities:
Meets or exceeds established annual sales production goals via generation of new accounts to the agency as well as cross selling within the existing book of business. (New Business Sales)
Partners with Customer Service Representatives to renew existing business to meet or exceed established retention goals. (Retention)
Participates in seminars and classes for skill and knowledge development and meets continuing education requirements. Maintains a current level of functional working knowledge on processes and coverage changes. Keeps abreast of selling trends and techniques and uses agency selling aids to help maintain a competitive status for the agency within the industry. (Self Development)
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Education:
BA or BS
Minimum Years Experience:
3
Special Skills:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience with ITI, TAM and office systems preferred.
Special Licenses and Certificates:
Applicable industry insurance licenses.
Physical Requirements:
N/A
Equal Employment Opportunity (EEO):
It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
$51k-60k yearly est. 3d ago
Business Development Rep II - Payments - Senior Associate
Jpmorganchase 4.8
Plano, TX jobs
You are a strategic thinker, passionate about delivering solutions to clients, and have experience in business development within Payments. You have found the right team.
As a Business Development Representative II in the Proactive Sales channel you will be working in a fast-paced environment and will be responsible for meeting monthly and annual production goals by selling a suite of Merchant Services products and services to our current and prospective clients via multiple ways of communication.
The Small & Medium-Sized Business Organization (SMB Payments) is part of global JPMorgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation.
Job Responsibilities
Cultivate new business opportunities from inbound generated lead sources, partner referrals, and marketing programs
Will also identify and self-source client opportunities through building and utilizing referral networks and centers of influence to independently identify and pursue potential new business clients. Serves as trusted advisor, leveraging core knowledge, to recommend and promote banking and payment processing solutions to clients to ensure a seamless client experience across Chase
Executing a short sales cycle with small to mid-size clients along with building relationships with longer sales cycle large complex merchants
Communicating both verbally and in writing with key decision-makers at a variety of levels (Small to Mid-size business owners, CEOs, etc.) to evaluate needs and propose solutions from our payment solution portfolio
Regularly conducts calls with prospects, centers of influence (COIs), and existing Chase clients through the remote, Hub-based model
Completes analysis to competitively identify and price Chase products and services for profitability. Maintains detailed and accurate electronic sales records and prepares sales reports as required
Negotiates leveraging customized pricing models with clients to close business
Works with internal partners to ensure successful implementation, product ramp-up
Protects the firm by following sound risk management protocols and adhering to regulatory requirements. Works directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations
Required qualifications, capabilities, and skills
Strong knowledge of the merchant services industry, products and services and diverse types of businesses, industries, markets, financial and economic concepts
Excellent communication skills both verbally and in writing with individuals at all levels, internally and externally. Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
Proven ability to build relationships with clients and internal partners and influence others to achieve desired outcomes
Uses sound judgment to offer comprehensive and customized solutions that best meet client needs; able to identify and recommend appropriate alternatives when traditional solutions do not apply
Ability to balance needs of clients with associated risks and interests of the firm.
Establishes and consistently uses a disciplined process to manage time; uses time strategically to accomplish business objectives and follow through with commitments
$82k-110k yearly est. Auto-Apply 17d ago
Business Development Representative II - Payments - Senior Associate
Jpmorganchase 4.8
Plano, TX jobs
You are a strategic thinker, passionate about delivering solutions to clients, and have experience in relationship management within Payments. You have found the right team
As a Business Development Representative II within the Chase Small Business (SMB) sales channel, you will be tasked with establishing new Merchant Services opportunities for our managed and prospective clients. You will oversee the negotiation of new merchant agreements with clients from start to finish, coordinating the firm's resources to ensure successful completion. Your responsibilities will also include building and maintaining business relationships, proactively reaching out to prospects and merchants through phone calls and emails, and acting as a liaison with internal and external partners and stakeholders to identify new client opportunities. You will be responsible to meeting monthly and annual productions goals.
The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation.
Job Responsibilities
Cultivates new business opportunities within the Business Banking portfolio in an assigned market to achieve individual sales goals
Identify and self-source client opportunities through building and utilizing referral networks and centers of influence to pursue potential new business clients. Serves as trusted advisor, leveraging core knowledge, to recommend and promote banking and payment processing solutions to clients to ensure a seamless client experience across Chase
Conducts calls with prospects, centers of influence (COIs), and existing Chase clients through the remote, Hub-based model
Completes analysis to competitively identify and price Chase products and services for profitability. Maintains detailed and accurate electronic sales records and prepares sales reports as required
Negotiates leveraging customized proving models with clients to close business
Works with internal partners to ensure successful implementation, product ramp-up
Protects the firm by following sound risk management protocols and adhering to regulatory requirements. Works directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations
Required qualifications, capabilities and skills
Strong knowledge of the merchant services industry, products and services and diverse types of businesses, industries, markets, financial and economic concepts
Excellent communication skills both verbally and in writing with individuals at all levels, internally and externally. Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
Proven ability to build relationships with clients and internal partners and influence others to achieve desired outcomes
Uses sound judgment to offer comprehensive and customized solutions that best meet client needs; able to identify and recommend appropriate alternatives when traditional solutions do not apply
Ability to balance needs of clients with associated risks and interests of the firm.
Establishes and consistently uses a disciplined process to manage time; uses time strategically to accomplish business objectives and follow through with commitments
Preferred qualifications, capabilities, and skills
Bachelor's degree in Finance or related field, or equivalent work experience in business to business sales or relationship management role or at least 5 years with related business development experience
$82k-110k yearly est. Auto-Apply 60d+ ago
Business Development Representative II - Payments - Senior Associate
Jpmorganchase 4.8
Plano, TX jobs
You are a strategic thinker, passionate about delivering solutions to clients, and have experience in building business relationships and selling within Payments. You have found the right team.
As a Business Development Representative II within the Chase Small Business (SMB) sales channel and Lodging Partners, you will be tasked with discovering and establishing new business opportunities within the lodging vertical. Your role will involve developing market strategies to promote additional payment processing revenue to Chase Payments. You will oversee the negotiation of new merchant agreements with clients from start to finish, coordinating the firm's resources to ensure successful completion. Your responsibilities will also include building and maintaining business relationships, proactively reaching out to prospects and merchants through phone calls and emails, and acting as a liaison with internal and external partners and stakeholders to identify new client opportunities.
The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation.
Job Responsibilities
Identify and cultivate new business opportunities by reaching out to prospects and existing merchants by phone, email, and/or self-sourced relationship to provide best possible solutions and sell payment processing products and services within the Lodging and Hospitality Industry
Serve as trusted advisor, leveraging core knowledge, recommend and promote banking and payment processing solutions to clients while working within the risks parameters that protect the firm
Understand client's banking and processing needs and offer multi-level Chase products and solutions, to best accommodate the client
Acquire deep knowledge of company's products and pricing to facilitate sales efforts
Negotiate with clients to price products and services competitively while generating revenue
Maintain sales records and prepare sales reports as required
Protect the firm by applying sound risk management protocols; have understanding and knowledge of compliance and risk issues to escalate to management as appropriate; able to collaborate to determine solutions
Develop a vertical market expertise and become industry expert
Work directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering and Know Your Customer regulations
Required qualifications, capabilities and skills
Sales experience with a proven track record of self sourcing leads that result in meeting revenue goals in a solution selling environment
Demonstrate critical thinking and problem solving skills
Demonstrate ability to build positive interpersonal relationships with business owners
Demonstrate ability to prioritize and focus on multiple initiatives
Demonstrate ability to communicate effectively both verbally and in writing with key decision-makers at a variety of levels (Small to Mid-size business owners, CEOs, etc.) to evaluate needs, propose solutions from our suite of merchant services products
Travel to clients and/or attend Trade-shows
Preferred qualifications, capabilities, and skills
Bachelor's degree
Knowledge and experience within the Merchant Services and Lodging & Hospitality Industry
$82k-110k yearly est. Auto-Apply 45d ago
Business Development Rep II - Payments - Senior Associate
Jpmorgan Chase 4.8
Plano, TX jobs
You are a strategic thinker, passionate about delivering solutions to clients, and have experience in business development within Payments. You have found the right team. As a Business Development Representative II in the Proactive Sales channel you will be working in a fast-paced environment and will be responsible for meeting monthly and annual production goals by selling a suite of Merchant Services products and services to our current and prospective clients via multiple ways of communication.
The Small & Medium-Sized Business Organization (SMB Payments) is part of global JPMorgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation.
**Job Responsibilities**
+ Cultivate new business opportunities from inbound generated lead sources, partner referrals, and marketing programs
+ Will also identify and self-source client opportunities through building and utilizing referral networks and centers of influence to independently identify and pursue potential new business clie nts. Serves as trusted advisor, leveraging core knowledge, to recommend and promote banking and payment processing solutions to clients to ensure a seamless client experience across Chase
+ Executing a short sales cycle with small to mid-size clients along with building relationships with longer sales cycle large complex merchants
+ Communicating both verbally and in writing with key decision-makers at a variety of levels (Small to Mid-size business owners, CEOs, etc.) to evaluate needs and propose solutions from our payment solution portfolio
+ Regularly conducts calls with prospects, centers of influence (COIs), and existing Chase clients through the remote, Hub-based model
+ Completes analysis to competitively identify and price Chase products and services for prof itability. Maintains detailed and accurate electronic sales records and prepares sales reports as required
+ Negotiates leveraging customized pricing models with clients to close business
+ Works with internal partners to ensure successful implementation, product ramp-up
+ Protects the firm by following sound risk management protocols and adhering to regulatory requirements. Works directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations
**Required qualifications, capabilities, and skills**
+ Strong knowledge of the merchant services industry, products and services and diverse types of businesses, industries, markets, financial and economic concepts
+ Excellent communication skills both verbally and in writing with individuals at all levels, internally and externally. Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
+ Proven ability to build relationships with clients and internal partners and influence others to achieve desired outcomes
+ Uses sound judgment to offer comprehensive and customized solutions that best meet client needs; able to identify and recommend appropriate alternatives when traditional solutions do not apply
+ Ability to balance needs of clients with associated risks and interests of the firm.
+ Establishes and consistently uses a disciplined process to manage time; uses time strategically to accomplish business objectives and follow through with commitments
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
$82k-110k yearly est. 15d ago
Business Development Representative II - Payments - Senior Associate
Jpmorgan Chase 4.8
Plano, TX jobs
You are a strategic thinker, passionate about delivering solutions to clients, and have experience in building business relationships and selling within Payments. You have found the right team. As a Business Development Representative II within the Chase Small Business (SMB) sales channel and Lodging Partners, you will be tasked with discovering and establishing new business opportunities within the lodging vertical. Your role will involve developing market strategies to promote additional payment processing revenue to Chase Payments. You will oversee the negotiation of new merchant agreements with clients from start to finish, coordinating the firm's resources to ensure successful completion. Your responsibilities will also include building and maintaining business relationships, proactively reaching out to prospects and merchants through phone calls and emails, and acting as a liaison with internal and external partners and stakeholders to identify new client opportunities.
The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation.
**Job Responsibilities**
+ Identify and cultivate new business opportunities by reaching out to prospects and existing merchants by phone, email, and/or self-sourced relationship to provide best possible solutions and sell payment processing products and services within the Lodging and Hospitality Industry
+ Serve as trusted advisor, leveraging core knowledge, recommend and promote banking and payment processing solutions to clients while working within the risks parameters that protect the firm
+ Understand client's banking and processing needs and offer multi-level Chase products and solutions, to best accommodate the client
+ Acquire deep knowledge of company's products and pricing to facilitate sales efforts
+ Negotiate with clients to price products and services competitively while generating revenue
+ Maintain sales records and prepare sales reports as required
+ Protect the firm by applying sound risk management protocols; have understanding and knowledge of compliance and risk issues to escalate to management as appropriate; able to collaborate to determine solutions
+ Develop a vertical market expertise and become industry expert
+ Work directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering and Know Your Customer regulations
**Required qualifications, capabilities and skills**
+ Sales experience with a proven track record of self sourcing leads that result in meeting revenue goals in a solution selling environment
+ Demonstrate critical thinking and problem solving skills
+ Demonstrate ability to build positive interpersonal relationships with business owners
+ Demonstrate ability to prioritize and focus on multiple initiatives
+ Demonstrate ability to communicate effectively both verbally and in writing with key decision-makers at a variety of levels (Small to Mid-size business owners, CEOs, etc.) to evaluate needs, propose solutions from our suite of merchant services products
+ Travel to clients and/or attend Trade-shows
**Preferred qualifications, capabilities, and skills**
+ Bachelor's degree
+ Knowledge and experience within the Merchant Services and Lodging & Hospitality Industry
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
$82k-110k yearly est. 43d ago
Business Development Representative II - Payments - Senior Associate
Jpmorgan Chase & Co 4.8
Plano, TX jobs
JobID: 210692068 JobSchedule: Full time JobShift: : You are a strategic thinker, passionate about delivering solutions to clients, and have experience in building business relationships and selling within Payments. You have found the right team.
As a Business Development Representative II within the Chase Small Business (SMB) sales channel and Lodging Partners, you will be tasked with discovering and establishing new business opportunities within the lodging vertical. Your role will involve developing market strategies to promote additional payment processing revenue to Chase Payments. You will oversee the negotiation of new merchant agreements with clients from start to finish, coordinating the firm's resources to ensure successful completion. Your responsibilities will also include building and maintaining business relationships, proactively reaching out to prospects and merchants through phone calls and emails, and acting as a liaison with internal and external partners and stakeholders to identify new client opportunities.
The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation.
Job Responsibilities
* Identify and cultivate new business opportunities by reaching out to prospects and existing merchants by phone, email, and/or self-sourced relationship to provide best possible solutions and sell payment processing products and services within the Lodging and Hospitality Industry
* Serve as trusted advisor, leveraging core knowledge, recommend and promote banking and payment processing solutions to clients while working within the risks parameters that protect the firm
* Understand client's banking and processing needs and offer multi-level Chase products and solutions, to best accommodate the client
* Acquire deep knowledge of company's products and pricing to facilitate sales efforts
* Negotiate with clients to price products and services competitively while generating revenue
* Maintain sales records and prepare sales reports as required
* Protect the firm by applying sound risk management protocols; have understanding and knowledge of compliance and risk issues to escalate to management as appropriate; able to collaborate to determine solutions
* Develop a vertical market expertise and become industry expert
* Work directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering and Know Your Customer regulations
Required qualifications, capabilities and skills
* Sales experience with a proven track record of self sourcing leads that result in meeting revenue goals in a solution selling environment
* Demonstrate critical thinking and problem solving skills
* Demonstrate ability to build positive interpersonal relationships with business owners
* Demonstrate ability to prioritize and focus on multiple initiatives
* Demonstrate ability to communicate effectively both verbally and in writing with key decision-makers at a variety of levels (Small to Mid-size business owners, CEOs, etc.) to evaluate needs, propose solutions from our suite of merchant services products
* Travel to clients and/or attend Trade-shows
Preferred qualifications, capabilities, and skills
* Bachelor's degree
* Knowledge and experience within the Merchant Services and Lodging & Hospitality Industry
$82k-110k yearly est. Auto-Apply 45d ago
Channel/Indirect Sales M19
Fortive Corporation 4.1
Cleveland, OH jobs
**Job Title:** Global Service Sales Leader (EQA) **Level:** M19 **Job Function:** Account/Direct Sales As the Global Service Sales Leader, you will drive sustainable revenue growth through the sale of service solutions across diverse global markets. This role is pivotal in advancing our company's service strategy by focusing on policy deployment, ASP growth and standardization, and sales execution excellence. You will lead initiatives to build a long-term infrastructure that supports a 20% growth target over the next three years, ensuring alignment with corporate objectives and regional market dynamics.
**Key Responsibilities** **Strategic Leadership & Growth Enablement**
+ **Incorporate Service Growth into Policy Deployment:** Embed service growth objectives into global and regional policies, ensuring alignment with corporate strategy and operational execution.
+ **Drive ASP Growth and Standardization:** Develop frameworks to standardize pricing and value delivery across regions, optimizing ASP while maintaining competitiveness.
+ **Build Long-Term Growth Infrastructure:** Establish scalable processes, tools, and governance models to enable sustainable service revenue growth of 20% over three years.
**Develop and Execute Global Service Sales Strategies**
+ Create and implement service sales strategies that align with corporate goals while addressing the specific needs of each region.
+ Customize sales approaches based on local economic environments, customer profiles, and competitive landscapes.
**Sell the Value of Service Solutions**
+ Clearly articulate the value proposition of service offerings, including preventive maintenance, upgrades, and support contracts, to improve asset performance, reduce downtime, and deliver long-term savings.
**Regional Execution and Delivery**
+ **North America:** Leverage existing service networks for fast, reliable service with localized expertise.
+ **Europe:** Emphasize long-term contracts, preventive maintenance, and compliance with regulatory standards.
+ **Asia-Pacific:** Develop flexible, cost-effective service models for high-growth markets.
+ **Latin America:** Promote comprehensive solutions addressing financial and logistical challenges.
+ **Middle East & Africa:** Ensure service availability in remote regions through partnerships and localized execution.
**Cross-Functional Collaboration**
+ Partner with product, marketing, operations, regional sales teams, channel partners, and current ASPs to ensure service offerings meet customer needs and align with global strategy.
**Leadership & Team Development**
+ Lead and mentor a global team of service sales professionals, fostering a culture of accountability and performance excellence.
**Market Analysis & Performance Management**
+ Conduct market research to identify emerging opportunities and competitive threats.
+ Track KPIs and adjust strategies to ensure consistent progress toward growth targets.
**Qualifications**
+ Bachelor's degree in Business, Sales, or related field; MBA preferred.
+ 8+ years of global sales leadership experience, with a strong focus on service sales and strategic execution.
+ Proven track record in driving ASP growth, standardization, and long-term revenue expansion.
+ Strong understanding of regional market dynamics and ability to customize solutions.
+ Excellent leadership, communication, and negotiation skills.
+ Ability to travel internationally as required.
**Fortive Corporation Overview**
Fortive's essential technology makes the world safer and more productive. We accelerate transformation in high-impact fields like workplace safety, build environments, and healthcare.
We are a global industrial technology innovator with a startup spirit. Our forward-looking companies lead the way in healthcare sterilization, industrial safety, predictive maintenance, and other mission-critical solutions. We're a force for progress, working alongside our customers and partners to solve challenges on a global scale, from workplace safety in the most demanding conditions to advanced technologies that help providers focus on exceptional patient care.
We are a diverse team 10,000 strong, united by a dynamic, inclusive culture and energized by limitless learning and growth. We use the proven Fortive Business System (FBS) to accelerate our positive impact.
At Fortive, we believe in you. We believe in your potential-your ability to learn, grow, and make a difference.
At Fortive, we believe in us. We believe in the power of people working together to solve problems no one could solve alone.
At Fortive, we believe in growth. We're honest about what's working and what isn't, and we never stop improving and innovating.
Fortive: For you, for us, for growth.
**About Fluke Health Solutions**
Comprised of four industry leaders-Fluke Biomedical, LANDAUER, RaySafe, and Victoreen - Fluke Health Solutions (FHS) leads the biomedical and radiation detection markets with innovative products and services that help keep customers, patients, and clients safe.
Fluke Biomedical leads the world in manufacturing biomedical test equipment like defibrillator analyzers and digital pressure meters. LANDAUER measures radiation exposure with dosimeter and radiation monitoring badges. RaySafe is the worldwide leader of X-ray test equipment, real-time staff dosimetry, and radiation survey meters. And Victoreen instruments are the trusted source for radiation monitoring systems and quality assurance for nuclear power professionals.
At FHS, we believe in your potential - your ability to learn, grow and contribute in meaningful ways. And we believe in giving you the opportunity, accountability, and visibility to do just that.
We Are an Equal Opportunity Employer. Fortive Corporation and all Fortive Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Fortive and all Fortive Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@fortive.com.
**Pay Range**
The salary range for this sales position (inclusive of sales incentives/commissions in local currency) is 179900 - 334100
The salary range for this sales position (inclusive of sales incentives/commissions in local currency) is 179900 - 334100
We are an Equal Opportunity Employer
Fortive Corporation and all Fortive Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Fortive and all Fortive Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@fortive.com.
$56k-78k yearly est. 60d+ ago
Key Account Executive - Systems & Services
Nidec Americas Holding 4.1
Brooklyn Heights, OH jobs
We begin with dreams. Dreams drive our motivation. Dreams are our future. The world's dreams, people's dreams, our dreams. Our passion creates ideas that make dreams come alive. Technology and products that were only dreams become reality.
All for dreams. Dreams challenge and the Nidec-Group will continue to meet the challenge. For the world's and people's tomorrows; the world's first, the world's best technologies and products; we will continue our part in creating a better society.
Job Summary
Job Description
A Sales Engineer is responsible for selling complex technical products and services to prospective customers. They work with customers to determine their needs and provide recommendations for solutions that meet those needs. Sales Engineers must possess strong technical knowledge and be able to effectively communicate complex concepts to customers. They also work closely with sales teams to develop effective sales strategies and ensure customer needs are met.
Key Responsibilities:
Identify and develop new business opportunities and customers
Develop and maintain relationships with prospective and current customers
Conduct technical presentations and product demonstrations to customers
Understand customer requirements and provide technical recommendations and solutions
Collaborate with sales teams to develop effective sales strategies
Support the sales process with technical expertise and product knowledge
Provide input for product development and improvement
Manage customer accounts and ensure their satisfaction with products and services
Requirements:
Bachelor's degree in Engineering or a related field
10+ years of experience
Strong technical knowledge and understanding of complex technical products and services
Excellent communication skills, both verbal and written
Ability to effectively communicate complex technical concepts to customers
Proven track record in sales and customer relationship management
Ability to work independently and as part of a team
Strong problem-solving skills and ability to think creatively
Willingness to travel as needed
Additional Job Details
Technical - T5
Organizational Impact
• Implements strategic goals for the business unit, as determined by executive leadership, with significant impact on the department and/or job family
• Expert technical contributor
• Establishes operational plans for job area with short-to mid-term impact on results (e.g., 1-3 years); works independently on own or others' complex projects/assignments and typically is responsible for entire projects or processes that span outside of own team
• Develops and provides measurable input into new products, processes, standards and/or operational plans that will have major impact on the achievement of overall results
• Is seen as a subject matter expert within the role's respective field
Communication & Influence
• Communicates with parties within and outside of own department and/or job family, and typically has responsibilities for communicating with parties external to the organization, which may include customers or vendors
• Works to influence others to accept business unit's and/or job family group's view/practices and agree/accept new concepts, practices, and approaches
• Requires ability to communicate with senior leadership regarding matters of significant importance to the organization
• May conduct briefings with executive leaders within the business unit and/or job family group
Innovation & Complexity
• Responsible for improving upon existing technical/business processes and systems using significant conceptualizing, reasoning and interpretation
• Problems and issues faced are numerous, typically undefined where information is difficult to obtain
• Conducts extensive investigation to understand root cause of problems
• Problems span a wide range of difficult and unique issues across business units and/or job family groups
Leadership & Talent Management
• Frequently responsible for providing guidance, coaching and training to other employees across the organization within area of expertise
• Typically responsible for managing large, complex project initiatives of strategic importance to the organization, involving large cross-functional teams
• May have direct reports, but generally fewer than three
Knowledge & Experience
• Requires mastery level technical knowledge of job area typically obtained through advanced education combined with experience. Seen as expert for job area and typically has deep knowledge within multiple technical disciplines
• Applies knowledge of technical advances from a variety of industries and specializations to impact the broader business
• Requires a bachelor's degree or equivalent experience and minimum 10 years of prior relevant experience
• Master's degree or specialized degree may also be required
Equal Employment Opportunity and Affirmative Action at Nidec
Nidec is an Equal Employment Opportunity (EEO) and Affirmative Action Employer encouraging diversity in the workplace. All qualified applicants receive consideration for employment without regard to their age, gender, gender identity, sexual orientation, race, color, genetic information, religious creed, national origin, physical or mental disability, protected veteran status, or any other characteristic protected by law. For more information regarding your (EEO) rights as an applicant, please visit the following website: ****************************************************************
Work Shift Schedule
No Soliciting
Nidec will not accept unsolicited resumes from individual recruiters or third party recruiting agencies in response to Nidec job postings. No fee will be paid to third parties who submit unsolicited candidates directly to our hiring managers. Pre-approval from the Nidec Talent Acquisition team is required before any external candidate can be submitted and such candidate must be submitted to the Nidec Talent Acquisition team.
$69k-121k yearly est. Auto-Apply 60d+ ago
Key Account Executive - Service
Nidec Americas Holding 4.1
Brooklyn Heights, OH jobs
We begin with dreams. Dreams drive our motivation. Dreams are our future. The world's dreams, people's dreams, our dreams. Our passion creates ideas that make dreams come alive. Technology and products that were only dreams become reality.
All for dreams. Dreams challenge and the Nidec-Group will continue to meet the challenge. For the world's and people's tomorrows; the world's first, the world's best technologies and products; we will continue our part in creating a better society.
Job Summary
NC-A Service is the regional business segment reporting into the Global Service business segment of Nidec Conversion, based in Milan, Italy. The Key Account Manager (KAM) is responsible for customer relationship management, defending the Nidec Conversion installed base, selling and securing LTSAs, field service, spare parts, and upgrades/retrofits of existing Nidec equipment. Additionally, the KAM is responsible for selling and securing brown-field replacements of competitor installed base of AC & DC motors, LV & MV VFDs and systems.
This individual is responsible for managing and developing customers in the assigned geography while achieving order intake objectives for the NC-A Service business in Canada.
Job Description
PRINCIPLE JOB RESPONSIBILITIES
Achieve the Order Intake objectives for the assigned territory.
Manage customer relationships to protect and expand Nidec's installed base.
Promote the NC-A Service portfolio to customers in the assigned geographic area.
Prospect and develop opportunities leading to the replacement of other OEMs installed base.
Act as a resource to NC-A Service team to facilitate the resolution of customer relationship issues.
Provide feedback to NC-A management and other employees regarding our products, applications and services, to drive improvements and elevate the competitiveness of the business.
Review proposals to ensure accuracy and appropriate methodology to meet company and customer objectives.
Assist NC-A colleagues in setting, identifying resources and assessing future potential business.
Participate in selling to large/key accounts as needed. Maintain ongoing contacts with customers and consider their needs relative to product lifetime maintenance.
Maintain awareness of competitor product/service information and advise NC-A colleagues on effective sales tactics as needed.
Maintains trade contacts and participates in functions in industry associations.
Lead preparation of technical and commercial offers including technical risk assessment
Conduct technical presentations of the company's products
Work with Marketing Team to execute marketing programs, staff trade shows and perform lead follow-up.
Communicate customer feedback/needs to R&D for new product developments.
Demonstrate the ability to work within cross functional teams; the position requires working diligently with the Field Service and Engineering Teams.
Maintain CRM system (salesforce.com) to update the status of accounts and opportunities.
Interaction with project managers (including the company's factories) in order to control the fulfillment of obligations to the Customer in accordance with the schedule
If necessary - Interaction with Customers throughout the project life cycle, addressing issues and tasks arising in the process, including sales of the service for installed equipment
Travel 60-70% within the assigned territory.
Additional Job Details
REQUIRED QUALIFICATIONS AND EXPERIENCE
A minimum 2-year technical degree is required, Bachelor's Degree in Mechanical or Electrical Engineering preferred
Experience with selling industrial automation products and services including motors, drives, PLCs, HMIs preferred
Interest in growing income through sales of services for drive and automation systems.
Passion for creating cultivating customer relationships
Passion for customer service
Communications - written and oral, technical and commercial
Equal Employment Opportunity and Affirmative Action at Nidec
Nidec is an Equal Employment Opportunity (EEO) and Affirmative Action Employer encouraging diversity in the workplace. All qualified applicants receive consideration for employment without regard to their age, gender, gender identity, sexual orientation, race, color, genetic information, religious creed, national origin, physical or mental disability, protected veteran status, or any other characteristic protected by law. For more information regarding your (EEO) rights as an applicant, please visit the following website: ****************************************************************
No Soliciting
Nidec will not accept unsolicited resumes from individual recruiters or third party recruiting agencies in response to Nidec job postings. No fee will be paid to third parties who submit unsolicited candidates directly to our hiring managers. Pre-approval from the Nidec Talent Acquisition team is required before any external candidate can be submitted and such candidate must be submitted to the Nidec Talent Acquisition team.
$69k-121k yearly est. Auto-Apply 60d+ ago
Senior Business Development Representative
Drda 3.6
Houston, TX jobs
This is a rare opportunity to Make a Difference in the Lives of thousands of Business Owners, Create More Jobs, Transform Your Local Communities, and Exponentially grow your business acumen while earning a 6-Figure total compensation that includes a competitive base salary. As a nationally recognized CPA and Advisory Firm, we have strategically bolted on the world's most comprehensive and results-focused Business Advisory Framework. This framework has been developed over the past 32 years to include over 3500 business tools, solutions and instruction sets delivered through a matrix of more than 40 service offerings that provide an industry exclusive 17 Week Guarantee.
The potential for your career growth is extensive as we scale the Business Advisory Services group to $20-30 million annual revenue in the near future and continue exponential growth for years to come. Your Career Path options with us are many including promotion into a leadership role within the Lead Generation Team, becoming a Certified Business Specialist or Certified Business Coach, or pursuing one of the many roles within our expanding organization.
Our Culture is a cornerstone of our ever-increasing success. We require trusting, respectful bilateral relationships with clients, partners and team members by demanding ethical excellence, honesty, integrity, character and quality. Our solution focused culture of continuous improvement and accountability is coupled with our focus on personal & professional growth so that we are the trusted advisors who continually bring the best solutions to our clients.
As part of Making a Difference in the Marketplace, we are focused Upon Solving Two Problems in the Business Community:
90% of Businesses Fail at some point…1, 9, 29 years…
70-75% of businesses Fail to Sell while listed with a business broker…and many of them simply Close Down within a year of not selling…leaving the owner with no real gain from what they worked to build over a number of decades.
Our Mission is to create a future where:
90% of Business Owners Increase their Success to Achieve their Goals & Dreams while Creating Jobs and Expanding the GDP by creating a high value sustainable business.
Make businesses “Exit-Ready” so that over 75% sell to create a Wealth Event for the Owner OR to Prepare the Next Generation to have a sustainable, successful intra-family Generational Transition
The Demand for Business Advisory Services including business coaching, executive coaching, business planning and team training has become an Urgently Sought-After Resource for Business Owners, their Managers and their Teams to adapt and pivot to Survive, Compete, Grow, and take Market Share in this Dynamic Economy. We serve all sizes of businesses from the solopreneur and "main street" businesses to the mid-sized companies and large corporations. The comprehensive frameworks we have bolted on cover all industries and all phases of the business life cycle from startup through to a successful exit or family transition.
Your role is to have prospective clients say YES to accepting the
gift
of a Strategic Life & Business Plan. This Plan has two tangible components - 1) Strategic Focus Map; and 2) Updated 3-Year Strategic Plan. The total “sales cycle” is 1-2 weeks, so you will be paid your bonuses quickly. Our Conversion Rate is typically 75%. We have 26 proven lead generation strategies to select from.
Your compensation includes a base salary plus bonuses paid twice per month. Successful team members will have a 6-figure total annual compensation. Benefits are included also.
Your Target Market is any business owner or executive who would love to achieve greater success. We serve all industries and all sizes of businesses from start-up to mid-market and up into the Fortune 50 companies here in Texas.
The attributes you must have:
You care about the success & growth of businesses
You understand the challenges faced by business owners
Passionate about creating more jobs in your local area
You Believe business owners have the Right to Thrive
You love to see others succeed beyond what they thought was possible.
You have hundreds of business connections locally and you would love to see them grow & prosper.
You love to learn, grow & advance in your career.
You are curious & seek to understand
You are seeking a Team of High Achievers that love to Win Together while Making a Difference in the Marketplace.
The desire to join the local office of an 87-country organization intrigues you.
Your values align with our Culture.
You see the benefit of leveraging our 26 proven lead generation strategies
You have a track record of consistently setting 3-5 appointments per day
If this describes you and you are seeking to make a 6-figure income as part of the world's largest business coaching organization, then apply and together let's discover if we are a fit for one another.
Our Business Advisory Services Group offers more than 40 services in five categories:
1. Business Coaching - One-to-one for business owners & Leaders, Executive Coaching, Group Coaching. Development of management staff, next generation and high potentials.
2. Business Education - Dozens of services in this category ranging from topic-specific to the overall framework to scale an organization.
3. Business Planning - Tactical Planning to Strategic Planning
4. Business Valuations - What the business is really worth and how to multiply the market value.
5. Employee Assessments - Full suite to evaluate potential employees and to better manage & lead existing team members.
What areas of their business do we guide our clients to improve?
1. Marketing - Developing Leads at the Optimum Cost per Lead
2. Sales - Optimize the Conversion Rate & Maximize Repeat Business
3. Scaling Up Operational Throughput Capacity
4. Finances, Accounting, KPI's, Management Systems
5. Team - Recruiting, Onboarding, Developing Management Team, Preparing the Next Generation
6. Exitability - Appealing to Higher Level Buyers
7. Exit Value Multiplied - To Create a Wealth Event...Preferably a Multi-Generational Wealth Event
If our Mission speaks to your Soul and you are seeking a Career Opportunity that is also your Calling, then apply and let's get you on board as we accelerate into the Future!
$84k-112k yearly est. Auto-Apply 60d+ ago
Microsoft Business Applications Sales Consultant
Itc Worldwide 4.7
Houston, TX jobs
ITC WORLDWIDE is seeking a dynamic and experienced Microsoft Business Applications Senior Sales Consultant
WFH or an ITC field office
Are you passionate about selling business applications solutions that empower organizations to achieve more? Do you have a proven track record of delivering results in a complex and competitive market? Do you have experience with Microsoft Dynamics 365 Finance & Operations or other ERP systems? If so, we want to hear from you.
To be successful in this position you will possess the following attributes:
Motivated and proactive professional with previous experience in end-to-end sales within Microsoft or equivalent Enterprise Applications.
5+ years face-to-face selling experience - Microsoft product suite expertise including D365, PowerApps and Business Central is highly regarded.
Demonstrated ability to hunt new business opportunities.
Ability to build and foster strong customer relationships in existing customer base.
A strong customer-centric approach and ability to network across a complex organization.
Skills in managing multiple commercial processes (new business sales), forecasting precisely and identifying challenges to positive commercial outcomes.
Develop and execute a sales strategy in designated territories and work with both vendor and Industry teams to execute.
Arrange and conduct customer meetings, serve as trusted advisor by understanding a customer's existing and future digital transformation roadmap and driving the sales.
Strong networking skills and industry experience
Ability to drive new business and get engaged with lead generation.
Liaising with solution consultants to drive correct business outcomes.
Desire to be involved in a rapidly growing business and take a leadership role in helping it thrive.
Strong personality motivated by continual improvement and self-development
Responsibilities:
Develop and execute sales strategies to grow revenue and market share in the Finance & Operations segment.
Build and maintain strong relationships with key decision makers and influencers across various industries and geographies.
Understand customer needs and pain points and propose value-added solutions that leverage Microsoft's D365 platforms and applications.
Collaborate with delivery and pre-sales teams to ensure proposed solutions align with client requirements.
Working with Marketing and Business Development personnel to help develop lead generation campaigns along with target marketing to specific verticals.
· Manage the entire sales cycle, including prospecting, negotiations, and contracting
Develop and nurture a robust pipeline of prospects to achieve and exceed sales targets
Leverage your sales knowledge and existing Microsoft ecosystem network
Qualifications:
Minimum of 5 years of experience in selling enterprise software solutions, preferably in the ERP domain
Strong knowledge of Microsoft Dynamics 365 Finance & Operations or other ERP systems and their business benefits
Excellent communication, presentation, and negotiation skills
Ability to work independently and as part of a team in a fast-paced and dynamic environment.
Bachelor's degree in business, finance, or related field
Prior consulting services sales experience required, and an understanding of Microsoft's Business Applications preferred (Sales, Service, Marketing, Finance, HR, Supply Chain, and Project Operations)
Package Details
Contract W2 role for an experienced Tech Seller!
Base Salary (Draw) W2
Commissioned: from 1-3% on lifetime Support
+ Bonus on Managed Services
+Cash Bonus
What's in it for you
Qualified Leads
Technical Sales & Service Support
Product Selling Training Provided
Dynamics 365 - CRM
Dynamics 365 - Business Central
Microsoft 365
ISV Solutions (Offers)
Neural Impact Sales Optimization Training
Differentiation & Engagement
Effective Discovery & CIO Engagement
Project Impact & Objection Handling
$ 150,000.00
(US Dollar)
BIzzApp Sales 2. Acct exec 3. services & support consult
$150k yearly 60d+ ago
Strategic Business Consultant, Retirement Sales
Ascensus 4.3
Dallas, TX jobs
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. The Strategic Business Consultant will serve as the focal point for advisors and TPAs within the Elite Program. Responsibilities include relationship management of elite firms to ensure a successful service experience, book of business retention, proactive consultation, and growth of existing business organically.
Section 2: Job Functions, Essential Duties and Responsibilities
* Foster lasting relationships and promote organic growth with elite firms through value-added strategic analyses and execution of consultative solutions to further Ascensus' reputation as a premier provider of retirement plan services.
* Review existing book of business to identify opportunities to enhance the participant, plan sponsor and advisor experience; and to position products and services to optimize plan performance, adding value for advisors and generating revenue for the business.
* Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage elite relationships across these platforms.
* Provide proactive communication on new platform rollouts and enhancements, providing training for elite firms as appropriate.
* Consistently demonstrate a superior level of proactive client focus and teamwork. Leverage industry knowledge to promote key intermediary satisfaction, leading to client retention and organic growth.
* Collaborate regularly with Sales Colleagues to gain alignment on strategies to grow share of wallet with elite firms
* Act as an advocate for elite firms and their clients by coordinating with colleagues in sales, product, operations, service and marketing to guide the evolution of our offerings
* Delivery of customized book of business reporting to create efficiencies for your advisors
* Lead and/or participate in projects and initiatives related to the creation of additional value for existing relationships.
* Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function.
* Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
* Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day-to-day basis showing your support of our organizational culture.
Section 3: Experience, Skills, Knowledge Requirements
* Deep knowledge of the retirement plan industry, 7+ years' experience preferred
* Demonstrated ability to build and manage relationships
* Ability to work independently as required, but also work within and contribute to maintaining a highly cohesive team environment
* Excellent analytical and problem-solving skills
* Ability to produce high quality work within tight time constraints
* Ability to make sound business judgments while effectively balancing client needs and organizational considerations
* Excellent written and oral communication skills, including group presentation experience.
* Proficiency with Microsoft Office products including Excel, Word and PowerPoint
* Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments
* Ability to travel as required
* Highly organized with the ability to effectively prioritize key issues and deliverables
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
$52k-86k yearly est. 58d ago
Strategic Business Consultant, Retirement Sales
Ascensus 4.3
Dallas, TX jobs
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.
The Strategic Business Consultant will serve as the focal point for advisors and TPAs within the Elite Program. Responsibilities include relationship management of elite firms to ensure a successful service experience, book of business retention, proactive consultation, and growth of existing business organically.
Section 2: Job Functions, Essential Duties and Responsibilities
Foster lasting relationships and promote organic growth with elite firms through value-added strategic analyses and execution of consultative solutions to further Ascensus' reputation as a premier provider of retirement plan services.
Review existing book of business to identify opportunities to enhance the participant, plan sponsor and advisor experience; and to position products and services to optimize plan performance, adding value for advisors and generating revenue for the business.
Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage elite relationships across these platforms.
Provide proactive communication on new platform rollouts and enhancements, providing training for elite firms as appropriate.
Consistently demonstrate a superior level of proactive client focus and teamwork. Leverage industry knowledge to promote key intermediary satisfaction, leading to client retention and organic growth.
Collaborate regularly with Sales Colleagues to gain alignment on strategies to grow share of wallet with elite firms
Act as an advocate for elite firms and their clients by coordinating with colleagues in sales, product, operations, service and marketing to guide the evolution of our offerings
Delivery of customized book of business reporting to create efficiencies for your advisors
Lead and/or participate in projects and initiatives related to the creation of additional value for existing relationships.
Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function.
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day-to-day basis showing your support of our organizational culture.
Section 3: Experience, Skills, Knowledge Requirements
Deep knowledge of the retirement plan industry, 7+ years' experience preferred
Demonstrated ability to build and manage relationships
Ability to work independently as required, but also work within and contribute to maintaining a highly cohesive team environment
Excellent analytical and problem-solving skills
Ability to produce high quality work within tight time constraints
Ability to make sound business judgments while effectively balancing client needs and organizational considerations
Excellent written and oral communication skills, including group presentation experience.
Proficiency with Microsoft Office products including Excel, Word and PowerPoint
Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments
Ability to travel as required
Highly organized with the ability to effectively prioritize key issues and deliverables
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ******************
******************
email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.