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Homeoffice Account Manager

Swooped  ·  United States Of America, United States Of America · Remote

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About the job

About The Role

The Account Management role is responsible for maintaining long-term relationships with key partners and clients, developing business relationships, identifying new revenue opportunities, retaining existing relationships, and increasing current revenue streams. The Account Manager will fulfill objectives by combining communication, sales, and relationship management skills.


Requirements

- Establishes and maintains positive rapport with an assigned group of existing partners and customers, gathering knowledge of each partner and customer’s products, services, and methods of accepting payments to foster solid, productive relationships.


- Manages day-to-day business needs of all account relationships within an assigned portfolio, including temporarily assigned relationships, through verbal and written communication as well as onsite client visits as necessary.


- Maintains comprehensive knowledge of all products and services, including changes within the payment processing industry; using that knowledge to support, communicate, and maintain long-term relationships.


- Ensures partners' and clients’ needs are being addressed efficiently; works closely with various departments to ensure the highest level of support. Assists in managing strategic initiatives and project requests. Coordinates discussions with partners, clients, and subject matter experts to provide necessary assistance.


- Consults with clients regarding business-critical needs, making recommendations to clients or internal teams based on knowledge, previous experience, and judgment.


- Manages contractual obligations; acts as an advocate for an assigned portfolio of accounts. Reviews invoices within an assigned portfolio for accuracy. Assists with obtaining payment for outstanding invoices.


- Presents new products, services, and/or partnerships as released; potentially assists with drafting, reviewing, and editing documentation, periodical content, press releases, and other client-facing communications.


Required Skills and Abilities

- Must thrive in a fast-paced, dynamic, and diverse environment.

- Excellent written, presentation, and verbal communication skills.

- Detail-oriented team player with strong interpersonal skills, organizational, planning, presentation, and problem-solving abilities.

- Ability to clearly summarize and consolidate complex information from multiple sources and professionally convey concepts verbally and in writing.

- Proficient in Microsoft PowerPoint, Excel, and Word. Familiarity with Microsoft Visio and Project preferred.

- Understanding of transaction processing; knowledge of PCI DSS preferred.

- Must be self-motivated and able to work independently with minimal supervision toward the achievement of personal and team goals. A willingness to go the extra mile is essential.

- Maintain a high energy level, creating comfortable rapport with clients, partners, and internal team members.


Required Education and/or Experience

- Bachelor's degree in business administration, accounting, marketing, or other related fields.

- Minimum 5 years of experience in the payment processing industry with business development, partner and/or client relationship management, and direct sales/service.

- Minimum 2 years of experience managing partner and/or client relationships.

- Understand and adhere to organizational information security and regulatory compliance requirements.


Benefits

- Health Care Plan (Medical, Dental & Vision)

- Retirement Plan (401k, IRA)

- Life Insurance (Basic, Voluntary & AD&D)

- Paid Time Off (Vacation, Sick & Public Holidays)

- Short Term & Long Term Disability

- Training & Development

- Wellness Resources


Salary Range

$55,000 up to $85,000

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