Account Executive - Merchant Services - Financial Institution

Deluxe

11d

About The Position

Deluxe Merchant Services+ is a complete payment processing solution that accepts a wide range of payment methods, simplifies PCI compliance and deposits money in your bank account while delivering smooth checkout experience. We are an industry-leading payment processing company that provides our partners and merchants with powerful in-store, online, and mobile payment solutions. Our technology is paired with the latest in payment security and backed by superior customer service. We help business pay, get paid, optimize, and grow.

Requirements

Bachelor's Degree in related a field and 0 years experience; OR HS/GED AND 4 years of relevant experience
Must be 18 years of age or older

Nice To Haves

Bachelor's Degree
Merchant Services experience

Responsibilities

The Account Executive is responsible for fostering relationships with our Financial Institution (FI) partners.
Manage and prioritize soft leads from financial institution partners (primarily warm referrals)
Reach out to referred business and non-business customers to understand their needs and present tailored merchant services solutions
Maintain and update a pipeline of leads using CRM tools to track progress, follow-ups, and next steps
Conduct discovery calls and meetings to qualify leads and gather business information
Analyze customer statements to identify savings opportunities and prepare pricing comparisons and proposals
Present merchant services offerings clearly and persuasively, highlighting benefits for the customer’s business
Negotiate pricing and terms and guide the customer through the decision-making process
Complete and submit paperwork, ensuring all documentation is accurate and compliant
Coordinate implementation and onboarding, working with internal teams to set up merchant accounts and schedule customer training