Manager, FI Solutions

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

📋 Description

• Oversee a line of business dedicated to serving and supporting Financial Institutions and Corporate clients

• Create essential growth strategies, tactics, and action plans to fulfill strategic objectives

• Formulate and implement sales, relationship management, and retention strategies that align with strategic and financial targets

• Supervise and lead a team of individual contributors in sales and relationship management

• Set and manage key performance indicators (KPIs) and objectives that correspond with strategic initiatives

• Project future sales and retention potential through pipeline and analytics reporting

• Provide regular updates to senior management regarding sales and retention advancements

• Represent the business at industry events, conferences, workshops, social media campaigns, trade shows, and expos

• Design and implement lead acquisition and Sales Agent strategies in collaboration with Marketing

• Negotiate contracts following Legal guidance and Pathward’s interests

• Engage in annual budget planning and conduct monthly financial reviews

• Collaborate with product management, Client Success, Marketing, and stakeholders to enhance product offerings, technology, and services

• Offer coaching, support, and development opportunities for staff

• Perform additional tasks as assigned

⛳️ Requirements

• Bachelor's degree or equivalent education and work experience

• Typically 5+ years of experience with a bachelor's degree or equivalent

• Proven experience in supervising relationship and support professionals, including hiring, training, delegating tasks, setting goals, evaluating performance, and addressing employee issues

• Demonstrated experience in developing and executing sales, relationship management, and retention strategies

• Background in overseeing scheduling, recordkeeping, and workflow for business initiatives

• Experience in reporting to senior management on sales and retention objectives

• Familiarity with representing a business at industry events, conferences, workshops, social media campaigns, trade shows, and expos

• Track record of maintaining positive client relationships and facilitating issue resolution

• Experience in negotiating contracts in accordance with Legal direction

• Ability to collaborate with stakeholders to enhance solutions, technology, and services based on client feedback

• Exceptional listening and negotiation skills

• Strong ability to communicate, present, and influence at all organizational levels, including executive and C-level

• Strategic and critical thinking capabilities

• Leadership qualities

• Proficient presentation skills

🏝️ Benefits

• Annual performance-based incentive opportunity

• Health insurance

• 401(k) retirement benefits

• Life insurance

• Disability benefits

• Paid time off

• Comprehensive benefits package for eligible employees