Incubation Portfolio Manager

Elavon, Inc.•Knoxville, TN

2d•$86,400 - $105,600

About The Position

As an Incubation Portfolio Manager within Elavon's Third Party Sales Channel (MSP Channel), you will serve as the strategic relationship manager and primary point of contact for newly boarded Merchant Service Providers (MSPs), ISOs, Payment Facilitators, and other strategic partner organizations. You will drive revenue growth, accelerate partner onboarding and activation, provide consultative guidance, and help partners scale their businesses during the incubation lifecycle. The role includes training clients on processes, procedures, products, and services through phone calls, web-based training, and on-site visits. You will manage partner relationships and performance, lead onboarding and enablement, advise partners on sales and revenue opportunities, coordinate responses to operational escalations, and monitor portfolio performance using Salesforce and related CRM tools. You will work with cross-functional Elavon teams and partners, conduct business reviews and training, support strategic product adoption, and help plan partners’ graduation and transition to long-term portfolio management.

Requirements

Bachelor's degree or equivalent work experience.
Four or more years of experience in payments, financial services, merchant acquiring, partner management, sales, business development, relationship management, or channel sales.
Demonstrated track record of revenue growth and partner relationship management.
Ability to travel up to 25%.
Excellent communication, presentation, and relationship management skills.
Electronic Transaction Association Certified Payments Professional certification or willingness to obtain it.

Nice To Haves

Deep understanding of the payments ecosystem, including merchant acquiring, gateways, POS solutions, ecommerce, value-added services, pricing models, and partner distribution channels.
Experience managing MSPs, ISOs, Payment Facilitators, referral partners, or channel sales organizations.
Experience facilitating partner onboarding, enablement, certification, and implementation programs.
Proven success driving sales growth and business development initiatives.
Experience conducting executive business reviews and presenting performance results to senior leadership and partner executives.
Knowledge of merchant onboarding, underwriting, risk management, compliance, AML requirements, and operational processes.
Ability to navigate complex partner escalations and coordinate cross-functional stakeholders.
Strong analytical skills and experience interpreting revenue trends, activation performance, compensation reporting, attrition data, and portfolio performance metrics.
Experience with Salesforce, Tableau, Power BI, Excel, and CRM reporting tools.
Advanced Microsoft Excel capabilities, including formulas, pivot tables, lookups, reporting, and data analysis.
Strong presentation, facilitation, and public speaking abilities.
Ability to influence without authority and collaborate across Sales, Product, Operations, Risk, Compliance, Finance, Marketing, and Technology organizations.
Strong project management, organizational, and problem-solving skills.

Responsibilities

Manage MSP, ISO, Payment Facilitator, and strategic partner relationships throughout the incubation lifecycle.
Drive new merchant sales, processing volume, revenue growth, and partner activation performance.
Maintain proactive communication with partner executives, sales leaders, and operational teams, and serve as a trusted advisor.
Conduct regular business reviews, Quarterly Business Reviews, and executive partner meetings to evaluate performance and identify growth opportunities.
Support partner graduation and transition planning to long-term portfolio management teams.
Lead partner onboarding, implementation coordination, readiness reviews, training, and enablement activities.
Train partners on Elavon products, services, operational processes, sales tools, merchant onboarding, pricing programs, statement analysis, compensation structures, and sales best practices.
Provide ongoing partner coaching and education, and manage certification requests and testing requirements.
Coordinate with Solution Engineering, Training, Product, and Business Enablement teams on solution launches and partner readiness.
Advise on pricing strategies, portfolio optimization, proposal development, and revenue growth opportunities.
Identify pipeline opportunities and align internal resources to help partners win new business.
Support adoption of strategic products and solutions, including payment gateways, POS solutions, value-added services, service fee and surcharge programs, ecommerce capabilities, funding solutions, and emerging payment technologies.
Review compensation reporting and business performance metrics with partners and provide sales expansion, marketing, and growth planning support.
Coordinate cross-functional support for escalations involving onboarding, underwriting, compliance, risk reviews, funding, implementation, merchant servicing, and operational issues.
Act as the central coordinator for high-priority partner issues and ensure timely resolution.
Participate in recurring cross-functional meetings to review results, identify challenges, and provide partner feedback.
Communicate critical updates, pricing changes, initiatives, product enhancements, and marketing efforts to partners.
Assist with pilot programs, strategic initiatives, and partner feedback programs.
Maintain accurate opportunity, pipeline, onboarding, and escalation records in Salesforce and related CRM platforms.
Monitor portfolio performance, including applications, activations, processing volume, revenue growth, attrition, profitability, and partner health metrics.
Analyze performance trends and present actionable recommendations to drive business growth.
Track onboarding and activation progress against incubation milestones and business objectives.
Conduct periodic onsite visits, partner meetings, training sessions, conferences, and industry events.
Build understanding of partner organizations, cultures, sales strategies, and operational models, and foster collaboration across Elavon teams.

Benefits

Healthcare coverage, including medical, dental, and vision.
Basic term and optional term life insurance.
Short-term and long-term disability insurance.
Pregnancy disability and parental leave.
401(k) and employer-funded retirement plan.
Paid vacation of two to five weeks, depending on salary grade and tenure.
Up to 11 paid holiday opportunities.
Adoption assistance.
Sick and Safe Leave accruals of one hour for every 30 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
Incentive and recognition programs, equity stock purchase, 401(k) contribution, and pension, subject to eligibility requirements.