Remote Merchant Services Account Executive

Summary:

Responsible for generating and expanding client relationships by providing expert payment solutions and recommendations in the small business space from $0-$3 million. You will also partner with branches to identify new sales opportunities for merchant services while also coaching branch staff, calling on prospects/clients, managing leads, making presentations, closing sales, managing appointments and schedules, attending leadership meetings and keeping your partners engaged in your referrals and calling efforts.

• This is a remote role, but the candidate MUST sit in the greater Houston, Texas area***
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Description

Summary:

Responsible for generating and expanding client relationships by providing expert payment solutions and recommendations in the small business space from $0-$3 million. You will also partner with branches to identify new sales opportunities for merchant services while also coaching branch staff, calling on prospects/clients, managing leads, making presentations, closing sales, managing appointments and schedules, attending leadership meetings and keeping your partners engaged in your referrals and calling efforts.

• This is a remote role, but the candidate MUST sit in the greater Houston, Texas area***
  *

Duties And Responsibilities

• Actively prospect and build relationships with new clients, converting leads into valuable partnerships.
• Sell a range of solutions (Visa, Mastercard, Amex, Discover, check processing, gift cards, ACH) and navigate complex hardware and software needs.
• Build pipeline, convert leads, navigate complex hardware and software needs, and close deals, consistently exceeding daily and weekly targets.
• Collaborate with various bank units to identify cross-selling possibilities and maximize client profitability.
• Resolve client concerns and build long-lasting relationships based on expertise and exceptional service.
• Teach, coach, motivate, drive merchant education and sales growth within your respective branch coverage area.
• Accurately report out all leads, opportunities and status updates within the CRM and understand trends in your sales behaviors by using dashboards and reports.
• Leverage partners to learn products and services for cross sales opportunities.
• Performs other duties as assigned.

Basic Qualifications

• Bachelor’s Degree
• At least 2 years of proven sales/inside sales experience in financial services and the ability to close deals and achieve ambitions targets.

Preferred Qualifications

• 2-5 years of merchant services sales experience, including in a call center environment
• Exceptional communication and relationship-building skills.
• Previous sales expertise in the small business space from $0-$3 million in annual sales.
• Expertise in virtual sales in a call center environment.
• Ability to multitask and juggle complex tasks in a fast-paced environment.
• Strong problem-solving skills and a customer-centric approach.
• Participate in occasional team meetings.
• Thorough knowledge of various software programs including Word and Excel, and the ability to quickly learn additional systems/software. Ability to utilize technology effectively to manage your workload and client relationships.
• Approach challenges creatively and find solutions that benefit both clients and the bank.
• Fluency in an additional language
• Proficiency in Salesforce

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

No

Workplace Type

Remote

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the…