Remote Account Manager, Merchant Services

Summary

Join our team of problem solvers and innovators at Pathward, a hybrid remote-office company dedicated to growing talent anywhere! We're seeking a sales professional to lead generation, sales, and account management for clients using the E-pay or RA-pay Merchant Services program within the tax division.

Requirements

• High school diploma or equivalent
• 3+ years experience in card or merchant services
• Financial Services experiences preferred
• Ability to work efficiently in a fast-paced environment and balance multiple partners and objectives
• Proven ability to consistently manage and prioritize multiple tasks
• Creative thinking and problem-solving abilities to determine the best path forward in an environment where multiple solutions are possible
• Communication skills to be able to relate to our sales leads and clients to ensure accurate information and closing
• Customer service acumen in handling positive and negative questions as they arise with equal candor
• Maturity to work within and contribute to an expanding organization
• Ability to enable fast solutions to customer ideas and concerns
• Meet/Exceed team and organizational goals as outlined by leadership
• Bilingual (Spanish) skills is helpful given our diverse population of clients
• Strong negotiation and influence skills
• Intermediate Microsoft Office (Word, Excel, and Outlook) skills
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information
• Excellent verbal, written, and interpersonal communication skills
• Ability to take initiative and work independently with minimal supervision in a structured environment

Responsibilities

• Markets credit card systems and support services for incoming Sales leads
• Selling and assisting with installing payment processing solutions to small and midsize businesses with varying financial needs
• Utilize strong problem-solving and people skills to ensure first call resolution
• Attracts and retains client relationships to meet sales objectives
• Develops and maintains relationships with clients. Identifies client requirements and recommends appropriate services
• Under supervision receives and places follow up calls/ emails/ tickets/ projects to answer client inquiries in a timely manner
• Meet and or exceed department performance metrics
• Client Relationship Management Knowledge and ability to determine and satisfy client needs
• Maintain a partnering relationship during engagements by communicating with transparency and direct answers
• Knowledge of prospecting principles, processes and skills; ability to identify and engage potential customers in the market
• Build relationships and create opportunities
• Plan, strategize and target the right industries. Create value propositions with impact

Benefits

• Health insurance
• 401(k) retirement benefits
• Life insurance
• Disability benefits
• Paid time off