Card Consultant

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

📋 Description

• Establish and nurture profitable business account relationships while enhancing profitability from both existing and new accounts.

• Recognize business opportunities through a deep understanding of clients, markets, products, and services.

• Deliver sales presentations to current and potential clients.

• Educate clients on the advantages of utilizing organizational products and services to fulfill their needs.

• Create and sustain an effective referral network and calling program to boost sales.

• Identify new logo opportunities and facilitate deals from strategic planning through to closure.

• Oversee pipeline activities with robust follow-up and disciplined execution.

• Collaborate with internal teams to expand and preserve the existing portfolio of customers.

⛳️ Requirements

• Bachelor's degree or equivalent professional experience.

• Seven to nine or more years of pertinent work experience.

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

• Previous experience in business card sales and payments.

• Strong sales and new business development capabilities, with a proven track record of identifying new logo opportunities, engaging in consultative discovery, and closing deals from strategy to execution.

• Experience with mid-sized to large businesses, particularly those generating $10MM+ in annual revenue.

• Proficient in credit analysis and financial assessments, with a solid grasp of basic accounting principles related to financial transactions.

• Demonstrated success in developing and utilizing Centers of Influence (COIs) to create new business opportunities.

• Proven ability to manage pipeline activities with rigorous follow-up and execution discipline.

• Comprehensive understanding of payment products, along with a general knowledge of product marketing and organizational operations.

• Excellent customer relationship management skills, including negotiation, decision-making, and creative problem-solving abilities.

• Demonstrated ability to collaborate with internal teams to enhance customer retention and growth within the existing portfolio.

• Experience with Salesforce or similar CRM tools for managing leads, activities, and sales performance.

• Residing near Seven Hills or West Chester, OH.

🏝️ Benefits

• Healthcare coverage (medical, dental, vision).

• Basic term life insurance and optional term life insurance.

• Short-term and long-term disability coverage.

• Pregnancy disability leave and parental leave.

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

• Paid vacation ranging from two to five weeks based on salary grade and tenure.

• Up to 11 paid holidays each year.

• Assistance with adoption.

• Sick and Safe Leave accrual of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise mandated by law.

• Incentive and recognition programs.

• Opportunity for equity stock purchase.

• 401(k) contributions and pension plan.