Financial Institution Relationship Manager

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

📋 Description

• Drive sales for Genius® and other Global Payments solutions targeted at small and mid-sized businesses in the restaurant, retail, and service sectors.

• Collaborate with branches to co-sell, conduct live demonstrations, and secure high-value merchant accounts.

• Take ownership of a steady pipeline through field prospecting, digital outreach, and local networking.

• Provide consultative, value-driven presentations both in-person and online.

• Work alongside the District Manager to pinpoint new opportunities, schedule appointments, and finalize sales in a timely manner.

• Keep precise records of pipeline and activity in Atlas and Salesforce, including call notes, follow-ups, and client communications.

• Sustain partnerships with banks and credit unions while introducing modern POS and payment solutions to business clients.

⛳️ Requirements

• Demonstrated success in B2B sales, ideally in SaaS, fintech, or merchant services.

• At least one year of experience in B2B or B2C Outside Sales.

• Excellent communication, presentation, and negotiation abilities.

• Proficient in establishing relationships and selling both in-person and virtually.

• High energy level, self-motivated, results-oriented, with a competitive mindset and a team-focused approach.

• Professional demeanor with a genuine capability to connect with business owners and swiftly gain their trust.

• Willingness to spend 75% of work time in the field, with a valid driver’s license.

• Must reside within two hours of the job posting location.

• Two full years of B2B Outside Sales experience is advantageous.

• Experience in the restaurant or retail sectors is a plus.

🏝️ Benefits

• Medical, dental, and vision coverage.

• Employee Assistance Programs (EAP).

• Paid time off.

• Recognition programs.

• Retirement and investment options.

• Charitable gift matching initiatives.

• Global days of service.

• Monthly commissions.

• Residual income: Continue earning monthly from the accounts you establish.