Relationship Manager, Business Cards & Payments - Acquisitions (Irvine, Huntington Beach, Corona)
General Responsibilities
Use insight and consultative selling techniques to teach prospective customers how they can leverage payment solutions (purchasing, travel, and electronic account payable) to positively impact their business.
Learn about local small and mid-sized businesses and their purchasing needs and behavior.
Analyze the small and mid-sized business’s total business spend to identify additional opportunities to leverage our products and services.
Build broad and technical product knowledge and an understanding of how client-side processes should work with our products and services.
Assist the business with incorporating our products into their purchasing platform and bookkeeping software.
Maintain and update CRM systems regarding sales calls, pipelines and closed sales to ensure data compliance.
Acquire net new customers by cold call prospecting; this is not a referral sales model.
Initiate and participate in educational and/or networking events.
Establish relationships with “Centers of Influence” in order to engage with the local small and mid-sized business community.
Drive incremental charge volume on the card with new clients.
Competencies
Project and process management, interpersonal influence, networking, project ownership, and workflow management skills.
Excellent needs-based oral presentation skills.
Strong organizational, interpersonal, telephone and PC Skills.
Proven experience hunting for net new business selling in the field.
Basic Qualifications
- At least 3 years of sales experience
Preferred Qualifications
- Bachelor's Degree
- 5 years of outside customer sales experience as an individual contributor, driving new acquisition as well as managing a client portfolio
- 1 year of experience working with small and mid-sized business Customers
- 1 year of experience in the financial industry
- Proficiency using Salesforce.com
- Proficiency using Google Suite (Docs, Sheets, Slides, Gmail)