Client Executive, EFT Solutions

ITS Inc

1d•Remote

About The Position

The Client Executive, EFT Solutions, plays a pivotal role in managing and expanding client relationships within the electronic funds transfer (EFT) sector of the business services industry. This position is responsible for delivering tailored EFT solutions that meet client needs while ensuring compliance with industry regulations and company standards. The role requires a strategic approach to client engagement, focusing on understanding client business models and financial processes to recommend optimal EFT products and services. The Client Executive will collaborate closely with internal teams such as sales, product development, and customer support to ensure seamless service delivery and client satisfaction. Ultimately, this role aims to drive revenue growth and enhance client retention by providing exceptional service and innovative EFT solutions in a remote work environment.

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 are essential for building trust and maintaining long-term client relationships.
Analytical skills help in assessing client data and market trends to identify growth opportunities and tailor solutions accordingly.
Proven ability to think critically and solve problems in fast paced environments, with a focus on strengthening client relationships and driving business outcomes.
Ability to travel 50%, including some overnight travel to various locations.
Must possess a valid driver's license to drive on Company business and provide documentation of current personal auto insurance ($300,000 in personal liability coverage is required).

Nice To Haves

Experience working with EFT platforms or payment gateway technologies.
Demonstrated success in a remote sales or client service role.
Proficiency with Salesforce and data analytics tools to track client engagement and sales metrics.

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.