Account Executive

ampliFI Loyalty Solutions•Naperville, IL

11d•$75,000 - $84,000•Hybrid

About The Position

The Account Executive will represent the organization to an assigned portfolio of clients and partners. The primary function of the role is to cultivate and strengthen relationships, establishing a trusted advisor and strategic partner role. Success in this position requires the ability to develop and execute strategic account plans that align with client and partner objectives. Effectiveness in this role relies on expertise in loyalty products and services, process improvement, consulting, data analysis and insights, financial performance, and industry trends.

Requirements

Bachelor’s Degree or equivalent in relevant work experience
Minimum of 3-5 years of related experience in financial services industry; payments experience is a plus
Minimum of 3-5 years of executive client management and loyalty program experience is a plus
Minimum of 3-5 years in external or internal sales environment
Develop & strengthen clients and partners relationships through in-person visits, virtual meetings and phone calls
Proactive and regular outreach to the client and / or partner by phone and email
Alert management team of issues
Functions as liaison between client and / or partners and operations staff
Submits requests for new development work and client requests
Responsible for the overall client satisfaction of assigned clients and partners leads to retention, future revenue, and growth for our company
Conduct operational reviews, summarize service relationships and work with the team to ensure service excellence
Work closely with the internal team to ensure requests are resolved within appropriate time frames
Monitor service delivery to identify areas for improvement and development of action plans

Nice To Haves

Preferred areas of expertise include card servicing, loyalty programs, and card issuing
Exceptional written and verbal/presentation communication skills
Ability to manage and foster internal and external resources and cross-functional relationships
Strong collaborator
Comfortable with ambiguity and operating in an environment synonymous with change
Organization skills and attention to detail
Knowledge of and experience applying conflict resolution techniques
Data analysis and management
Expertise in organizing, prioritizing, and scheduling tasks
Creative, flexible, and innovative team player
Strategic thinker with strong problem-solving capabilities
Dedicated to maintaining the highest standards of quality
Proactive and initiative-driven: Anticipates challenges, identifies opportunities, and takes action to drive results before issues arise

Responsibilities

Proactively meet and consult with clients’ and / or partners’ senior executives to develop strategic opportunities to extend the partnership and increase portfolio performance, demonstrating appropriate sense of urgency; continually monitor and communicate value of ampliFI products/solutions, and through data analysis and management demonstrate the financial value of the ampliFI partnership.
Support ampliFI clients who do not have an ‘assigned’ Account Executive and act as liaison for escalations; and act as internal sales on any and all revenue initiatives on behalf of the Relationship Manager.
Responsible for consistently delivering the Strategic Business and Financial Review to all assigned clients and / or partners showing the value of consumer engagement and overall loyalty which includes participating in strategic planning and taking a broad perspective to deliver relevant payment and industry expertise.
Establish and Align strategically the client’s and / or partners goals and objectives to ampliFI’s products and services to maximize the financial and consumer engagement value proposition for both the client and / or partner and ampliFI.
Through data analysis and management, the strategic focus is key to identifying growth opportunities while utilizing a consultative sales approach that ensures clients and / or partners business objectives are met and performance metrics of payment portfolios are maximized.
Evaluate and understand market intelligence that may impact ampliFI’s product offering or sales approach and report significant industry insights accordingly.
Prepare and deliver accurate and timely proposals; negotiate contractual relationships; propose and negotiate new and renewal term agreements; prepare and present pricing comparisons and proforma analysis; and continued program analyses.
Meet or exceed established revenue growth goals from the sale of new products and services and by enhancing overall portfolio performance.
Act as primary management point of contact for assigned client and / or partner for strategic and financial initiatives as well as act as the liaison for escalated issue resolution.
Assist and participate in various industry conferences that promote ampliFI’s products and services.
Collaborate with product team regarding new product development for credit union and consumer opportunities; coordinate interdivisional and interdepartmental communications related to serving clients and / or partners with new and existing products/solutions.
Responsible for maintaining and keeping current account plans for all assigned clients and / or partners as well as an attention to details for all financial opportunities and data elements within Salesforce, ensuring accounts and opportunities are updated and maintaining accurate records.
Manage contract renewals for clients.

Benefits

Competitive pay plus 401(k) with employer match
Medical, dental, vision, and life insurance
Voluntary café plans, including voluntary life, accident, hospital, critical care, and parking/transit options
Tuition Reimbursement
Paid time off, company holidays, and parental leave
Employee Assistance Program
Hybrid work environment with flexible hours
Onsite perks including gym access and snacks
Employee recognition programs celebrating milestones and achievements
Growth opportunities within a supportive, team-oriented environment