Client Manager Representative

About the role

We are seeking a Client Manager Representative – Treasury & Payments Solutions to lead and grow a portfolio of middle market clients within Deluxe’s Payments organization. This role operates as a strategic advisor and relationship leader, responsible for optimizing client payment operations, protecting revenue, and driving growth through treasury-focused solutions.

Responsibilities

• Lead and grow a diverse portfolio of Deluxe’s existing payments clients, owning the strategy to protect market share and drive revenue expansion.
• Serve as a trusted advisor—delivering proactive insights, consultative guidance, and high-impact engagement across the client lifecycle.
• Build and expand executive-level relationships, ensuring responsive and high-quality client interactions, and driving client success through a deep understanding of payment and treasury needs.
• Collaborate cross-functionally to align the right Deluxe resources and solutions—delivering a seamless, value-driven client experience while enabling clients to fully leverage both high-touch support and digital self-service capabilities.
• Own and exceed revenue targets by driving aggressive growth within an assigned portfolio by identifying and executing opportunities for upsell, cross-sell, and expansion of Deluxe payment solutions.
• Generate net-new business pipeline through proactive outbound prospecting, strategic networking, referral development, and targeted market outreach.
• Execute pricing strategies, including client price increases, in alignment with contractual terms and company initiatives.
• Own the renewal strategy, proactively managing client agreements to retain revenue and strengthen at-risk relationships.
• Manage, plan, and execute within a virtual territory model, overseeing a high-volume portfolio of hundreds of client accounts.
• Maintain disciplined pipeline management and forecasting through CRM, ensuring visibility into performance, opportunity progression, and results.
• Serve as the primary point of contact, building strong relationships and delivering timely, high-quality client engagement.
• Identify potential program concerns and proactively guide clients to appropriate internal partners to ensure effective resolution and client satisfaction.
• Provide actionable feedback to leadership to improve go-to-market execution, product positioning, and territory performance.

Requirements

• Bachelor’s degree and 1 year of related experience, or HS/GED and 5 years of related experience.
• Experience working in direct sales in a Business to Business (B2B) environment in payments industry.
• CTP certification preferred.
• Track record of penetrating and building trusted relationships with C-suite and executive stakeholders, driving high-value opportunities and closing complex sales.
• Strong ability to navigate complex, non-standard client situations and deliver practical, results-driven solutions.
• Excellent communication and presentation skills.
• Proficient in Microsoft Office Suite, utilizing tools like Excel and PowerPoint to support data-driven decision-making, pipeline management, and client-facing presentations.
• Proven history of exceeding annual quota and driving revenue growth for the company.
• Experience in time management, prioritization, territory, and account management selling into small to mid-size accounts.
• Demonstrated success building key relationships within the C-Suite and departmental leadership teams.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists; interpret instructions furnished in written, oral, diagram, or schedule form.

Qualifications

• Must be 18 years of age or older.

Skills

• Client management and relationship building.
• Strategic planning and execution.
• Revenue generation and pipeline management.
• Collaboration and cross-functional teamwork.
• Client service and satisfaction.
• Product knowledge and expertise.
• Communication and presentation skills.

Benefits

• Healthcare (Medical, Dental, Vision)
• Paid Time Off, Volunteer Time Off, and Holidays
• Employer-Matched Retirement Plan
• Employee Stock Purchase Plan
• Short-Term and Long-Term Disability
• Infertility Treatment, Adoption and Surrogacy Assistance
• Tuition Reimbursement