Client Executive, EFT Solutions

New
S
SHAZAMFinancial Services
United StatesFull-TimeMiddle
Salary75,000 - 110,000 USD per year
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Job Details

Experience
Minimum of 3 years of experience
Required Skills
SalesforceAccount ManagementData analytics

Requirements

  • Minimum of 3 years of experience in client management or sales within the financial services or payment solutions industry.
  • Strong understanding of electronic funds transfer systems, payment processing, and related compliance requirements.
  • Proven ability to manage multiple client accounts and deliver customized solutions in a remote work setting.
  • Strong interpersonal and communication skills for building trust and maintaining long-term client relationships.
  • Analytical skills for assessing client data and market trends to identify growth opportunities.
  • Ability to travel 50%, including some overnight travel.
  • Must possess a valid driver's license.
  • Must provide documentation of current personal auto insurance with $300,000 in personal liability coverage.
  • Experience working with EFT platforms or payment gateway technologies (preferred).
  • Proficiency with Salesforce and data analytics tools (preferred).

Responsibilities

  • Develop and maintain strong relationships with existing and prospective clients to understand their EFT needs and business objectives.
  • Present and demonstrate EFT solutions tailored to client requirements, ensuring alignment with regulatory and compliance standards.
  • Develop and present complex pricing proposals and competitive analyses for financial institutions and negotiate contract renewals.
  • Collaborate with cross-functional teams to coordinate the implementation and ongoing support of EFT services for clients.
  • Represent SHAZAM at trade shows and associations to generate leads and strengthen partnerships.
  • Monitor client accounts to identify opportunities for upselling or cross-selling additional EFT products and services.
  • Provide timely and effective resolution of client inquiries and issues related to EFT solutions, maintaining high levels of client satisfaction.
  • Stay informed about industry trends, regulatory changes, and competitive offerings to advise clients proactively.
  • Prepare and deliver regular reports on client activity, sales performance, and market feedback to senior management.
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75,000 - 110,000 USD per year
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