Sr. Payments Advisor

About the Role

Senior Payments Advisors partner with Relationship Managers and work with industry-specific companies to drive efficiencies in the payments process. They thoroughly understand client or prospect challenges and recommend solutions based on industry knowledge and Key’s product set. As trusted advisors for cash management solutions, they develop, manage, and retain profitable client relationships while delivering subject-matter expertise. This role involves independent prospecting, strategic sales, and contributing to the team’s overall portfolio growth.

Responsibilities

• Create and execute a sales and marketing strategy to achieve market penetration, cross-sell, revenue, and client acquisition goals.
• Build and maintain collaborative relationships with Relationship Managers to acquire, expand, and retain business clients with payments/treasury management needs.
• Lead prospecting efforts for new client acquisitions and participate as part of the deal team during sales.
• Partner with Relationship Managers in strategic dialogues to convert prospects into clients.
• Serve as a trusted advisor for clients with cash management needs, developing and retaining profitable relationships.
• Identify client needs, provide solutions, and participate in client management, in-person calling, and relationship reviews.
• Manage a portfolio to deepen existing relationships by proactively identifying integrated solutions for unmet client needs.
• Build and maintain strong networks with Centers of Influence (COIs).
• Collaborate with Relationship Managers to stay updated on client relationships and maintain fluid communication with internal partners for seamless service and sales visibility.
• Prepare sales presentations, relationship reviews, and business process reviews with comprehensive recommendations based on client cash management needs.
• Utilize industry expertise to conduct cash management speaker series and seminars aligned with KeyBank’s vertical strategy.
• Record accurate and current sales activities in Salesforce and respond urgently to client and partner requests.
• Leverage the Implementation and client management teams to ensure superior onboarding and client experience.
• Motivate and hold others accountable, ensuring proper documentation and corporate communication during execution.
• Serve as the subject-matter expert on payments/treasury management within your area of responsibility.
• Represent the organization at industry conferences, regional events, business meetings, and with regional centers of influence to generate leads.
• Speak at payments/treasury management and industry segment events.
• Perform other duties as assigned; responsibilities may change or new ones may be assigned.
• Comply with all KeyBank policies and procedures, including professional conduct, ethical business practices, and acting in the best interests of clients.

Qualifications

• Bachelor’s Degree in Business (Accounting, Finance, Economics) or Technical Sciences (Computer Science, Engineering, Physics) preferred.
• Minimum of 5 years of payments/treasury, cash management consultative sales experience, or experience selling FinTech solutions (e.g., ERP, A/R and A/P Automation, Tax Automation, Expense Management).
• Experience with large corporate clients ($250MM+).
• Strong sales skills with a proven track record of expertise.

Skills

• Demonstrated ability to influence C-Suite level and present transformative business solutions, ROI, and value propositions.
• Consultative and strategic solution-selling skills to define needs, match value propositions, and close deals.
• Thorough understanding of client financial and business operations.
• Knowledge of financial concepts, payment processing, commercial banking operations, and supply chain management.
• Proven ability to manage a client portfolio and execute a growth strategy.
• Excellent organization and communication skills (verbal and written).
• Ability to manage projects, strategies, and timelines to accelerate sales activities.
• Self-motivated with the ability to participate effectively in highly collaborative, cross-functional deal teams.
• Strong critical thinking and problem-solving ability.

Physical Demands

• General office environment: prolonged sitting, face-to-face or phone communication, frequent PC/laptop use.
• Occasional lifting/pushing/pulling of backpacks or computer bags up to 10 lbs.
• Routine and frequent travel, including overnight stays.

Pay

This position offers a base salary range of $96,000.00 - $181,000.00 annually, with placement determined by factors such as skills, experience, and geographic location. Compensation also includes eligibility for incentive compensation, such as production, commission, and/or discretionary incentives.

Benefits

This role is eligible for a comprehensive benefits package. Click here for a list of benefits available.