Incubation Portfolio Manager

U.S. Bank • Knoxville, TN

1d

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. You will train clients on processes, procedures, products, and services through phone calls, web-based training sessions, and on-site visits. The role includes managing partner relationships and performance, leading onboarding and training, supporting sales development and revenue optimization, coordinating escalations, monitoring portfolio analytics, and building partner relationships through meetings and industry engagement.

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 credential, 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 effectively coordinate cross-functional stakeholders.
• Strong analytical skills and experience interpreting revenue trends, activation performance, compensation reporting, attrition data, and portfolio performance metrics.
• Experience working 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 a portfolio of MSP, ISO, Payment Facilitator, and strategic partner relationships through 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; serve as a trusted advisor and strategic consultant.
• Conduct business reviews, Quarterly Business Reviews (QBRs), 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, and training engagement activities.
• Train partners on Elavon's products, services, operational processes, sales tools, merchant onboarding procedures, pricing programs, statement analysis, compensation structures, and sales best practices.
• Provide ongoing coaching and education to improve partner sales effectiveness and product knowledge.
• Manage partner certification requests and coordinate certification testing and completion requirements.
• Coordinate with Solution Engineering, Training, Product, and Business Enablement teams on new solution launches and partner readiness initiatives.
• Provide consultative support on pricing strategies, portfolio optimization, proposal development, and revenue growth opportunities.
• Identify partner 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 support, and growth planning assistance.
• Coordinate cross-functional support for partner escalations involving onboarding, underwriting, compliance, risk reviews, funding, implementation, merchant servicing, and operational issues.
• Act as the central point of coordination for high-priority partner issues and ensure timely resolution.
• Participate in recurring meetings with Product, Business Enablement, Project Management, Operations, and partner-facing teams to review successes, identify challenges, and provide partner feedback.
• Communicate critical updates, pricing changes, upcoming 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 within 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 that drive business growth.
• Track onboarding and activation progress to ensure partners meet incubation milestones and business objectives.
• Conduct periodic onsite visits, partner meetings, training sessions, conferences, and industry events to strengthen relationships and identify growth opportunities.
• Develop an understanding of partner organizations, cultures, sales strategies, and operational models.
• Foster relationships across Elavon teams to improve collaboration and enhance the partner experience.

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from 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 worked, up to 80 hours per calendar year unless otherwise provided by law
• Incentive and recognition programs
• Equity stock purchase

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level