Small Business Client Account Manager

About the role

The Client Account Manager/Executive is the strategic face of Payment Services to the client, representing multiple business channels. They are responsible for the overall management of a book of accounts, including maintenance, growth, increased profitability, strategic direction, overall client satisfaction, and contract renewals. Consults with clients through data analysis, industry education, presentation of performance results and recommending action to improve performance. Is the escalation point for both internal and external client issues.

Responsibilities

• Manage a portfolio of clients with a focus on onboarding, retention, and growth
• Onboard and support newly activated accounts
• Build and maintain strong client relationships
• Increase portfolio profitability and client satisfaction
• Provide payment solutions education and consultative guidance
• Recommend products and services based on client needs
• Identify cross-sell and growth opportunities
• Conduct proactive outreach to drive retention and engagement
• Leverage tools, campaigns, and insights to strengthen client relationships and business growth

Basic Qualifications

• Associate's degree, or equivalent work experience
• Typically two or more years of client management experience in payments industry

Preferred Skills & Experience

• Strong contract negotiation, account management and project management skills
• Strong problem-solving and negotiation skills
• Ability to manage multiple tasks/projects and deadlines simultaneously
• Ability to identify and resolve exceptions and to interpret data
• Proven customer service/relations skills
• Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
• Strong presentation, interpersonal, verbal and written communication skills

Schedule

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Pay

$72,900.00 - $89,100.00