Card Consultant

This is a fully remote position, open to applicants in Ohio.

📋 Description

• Cultivate profitable relationships with business accounts.

• Enhance profitability from both existing and new accounts.

• Identify business opportunities by leveraging knowledge of clients, markets, products, and services.

• Deliver sales presentations to both current and potential clients.

• Articulate the advantages of the organization's products and services to address client needs.

• Establish and maintain an effective referral network and outreach program to boost sales.

• Seek new logo opportunities and drive deals from strategy through to closure.

• Oversee pipeline activities and ensure timely follow-ups on opportunities.

• Collaborate with internal teams to expand and retain the existing customer portfolio.

⛳️ Requirements

• Bachelor's degree or equivalent professional experience.

• Seven to nine years or more of relevant industry experience.

• Willingness to travel (locally and regionally, with some national travel).

• Previous experience in business card sales/payments.

• Strong skills in sales and new business development.

• Proficiency in prospecting new logo opportunities, conducting curious and consultative discovery, and driving deals from strategy through to closure.

• Experience working with mid-sized to large businesses, including clients with $10MM+ in annual revenue.

• Strong skills in credit analysis and financial assessment.

• Familiarity with basic accounting principles related to financial transactions.

• Demonstrated success in developing and utilizing Centers of Influence (COIs).

• Capability to manage pipeline activities with a strong focus on follow-up and execution discipline.

• Solid understanding of payment products.

• General knowledge of product marketing and organizational operations.

• Strong skills in customer relationship management, including negotiation, decision-making, and creative problem resolution.

• Ability to partner with internal teams to grow and retain existing customer portfolios.

• Experience with Salesforce or similar CRM tools.

• Residing near Seven Hills or West Chester, OH.

🏝️ Benefits

• Healthcare (medical, dental, vision).

• Basic term and optional term life insurance.

• Short-term and long-term disability coverage.

• Pregnancy disability and parental leave.

• 401(k) and employer-funded retirement plan.

• Paid vacation (ranging from two to five weeks based 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 mandated by law.

• Incentive and recognition programs.

• Equity stock purchase options.

• 401(k) contributions and pension plan.