Client Executive, EFT Solutions

About the role

The Client Executive, EFT Solutions, plays a pivotal role in managing and expanding client relationships within the electronic funds transfer (EFT) sector of the business services industry. This position is responsible for delivering tailored EFT solutions that meet client needs while ensuring compliance with industry regulations and company standards.

Responsibilities

• Develop and maintain strong relationships with existing and prospective clients to understand their EFT needs and business objectives.
• Present and demonstrate EFT solutions tailored to client requirements, ensuring alignment with regulatory and compliance standards.
• Develop and present complex pricing proposals and competitive analyses for financial institutions and negotiate contract renewals.
• Collaborate with cross-functional teams to coordinate the implementation and ongoing support of EFT services for clients.
• Represent SHAZAM at trade shows and associations to generate leads and strengthen partnerships.
• Monitor client accounts to identify opportunities for upselling or cross-selling additional EFT products and services.
• Provide timely and effective resolution of client inquiries and issues related to EFT solutions, maintaining high levels of client satisfaction.
• Stay informed about industry trends, regulatory changes, and competitive offerings to advise clients proactively.
• Prepare and deliver regular reports on client activity, sales performance, and market feedback to senior management.

Requirements

• Minimum of 3 years of experience in client management or sales within the financial services or payment solutions industry.
• Strong understanding of electronic funds transfer systems, payment processing, and related compliance requirements.
• Proven ability to manage multiple client accounts and deliver customized solutions in a remote work setting.
• Strong interpersonal and communication skills are essential for building trust and maintaining long-term client relationships.
• Analytical skills help in assessing client data and market trends to identify growth opportunities and tailor solutions accordingly.
• Proven ability to think critically and solve problems in fast-paced environments, with a focus on strengthening client relationships and driving business outcomes.
• Able to travel 50%, including some overnight travel to various locations.
• Must possess a valid driver's license to drive on Company business and provide documentation of current personal auto insurance ($300,000 in personal liability coverage is required).

Qualifications

• Experience working with EFT platforms or payment gateway technologies.
• Demonstrated success in a remote sales or client service role.
• Proficiency with Salesforce and data analytics tools to track client engagement and sales metrics.

Skills

• Strong communication and relationship-building skills.
• Ability to analyze and interpret data.
• Knowledge of electronic funds transfer systems and payment processing.
• Experience with Salesforce and data analytics tools.

Benefits

• Health, dental, and vision insurance.
• 401(k) retirement plan with company match.
• Flexible spending and health savings accounts.
• Life insurance and short- and long-term disability provided at no cost.
• Time away from work – PTO, VTO, paid parental leave, and company holidays.
• Education assistance.

Pay

Actual compensation is based on various factors, such as geographic location, experience, education, and/or skill level, and is finalized at the time of offer.

Schedule

This is a remote position with up to 50% travel. Ideal candidates would live in the Midwest.