Client Manager - Major Markets

Deluxe

9d•$90,000 - $140,000

About The Position

Now is your chance to join an organization that drives change. We’re a company that’s consistently on top employer lists. Why join us: There is a reason we boast numerous awards like “Great Place to Work Certified” and “Best Place to Work” For Moms, Dads, LGBTQ, and VETS (just to name a few). At Deluxe, we know that great people make a great organization. We value our people so offer the typical benefits (401K, PTO, Medical, Dental) PLUS: Flexible time off, volunteer time off, paid maternity/paternity leave, tuition reimbursement, pet bereavement and more! A culture that keeps people. 42% of our team has been here over 10 years. When we asked our team why, we heard the people, benefits, family/home time, diversity, and team culture. The Client Manager maintains and expands client relationships through ongoing engagement, assuring satisfaction and uncovering additional potential to create value and additional revenue opportunities.

Requirements

Bachelors degree and 2 years experience or HS/GED and 6 years experience navigating financial services organizations.
Experience with Salesforce or similar CRM software.
Conflict management skills.
Must be 18 years of age or older

Nice To Haves

Experience in the Financial Industry or in FinTechs
Ability to forge shared partnerships with customers.
Ability to gather client knowledge.
Gather Client Knowledge
Drive candid engagement and manage conflict
Strategic planning
Critical Thinking Skills
Comfortable assessing and interpreting data analytics
Financial analysis
Forge shared partnership vision with customers
Proven Sales Skills
Presentation skills
Territory management
Experience with SalesForce

Responsibilities

Expand client relationships and build loyalty by developing a deep knowledge of client organizational structure, culture, retail and check program strategy, decision-making processes and political environment.
Expand and maintain check program revenue by consulting with clients to optimize check program performance.
Identify and connect customer initiatives and needs to Deluxe solution capabilities.
Develop and maintain account plans and customer engagement strategies to meet and exceed goals.
Provide feedback on market trends, competitive threats, and opportunities to deliver greater value to customers and their payments programs.
Validate the results and impact from joint initiatives to ensure appropriate alignment and progress.
Capture key information and update corporate systems and adhere to process and policies as required
Partner with Sales Executives and cross functional partners to drive sales opportunities to closure within territory.
Provide access and introductions to clients with Product Management, executives, and other Deluxe staff as needed/required.
Secure client satisfaction by monitoring ongoing projects and initiatives and, driving appropriate Deluxe resources and commitments as required.
Generate case studies and references to leverage the positive results driven in partnership with clients.