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Account / Portfolio Manager

Job Description

Immediate need for a talented Account / Portfolio Manager with one of our direct client based in Broomfeild CO.  This is a Direct hire opportunity.
Please review the job description below and contact me ASAP if you are interested.

Job Title:  Account / Portfolio Manager
Job Location: Broomfeild CO
Job Duration: Direct hire

Job Description:
 

Summary of This Role:
Responsible for selling merchant services offerings to businesses. Activities include pricing, customer segmentation, customer presentations, account sign-up and activation, and account management. Primarily field sales to area businesses; depending on scale, some business may be conducted over the phone.

What Part Will You Play?
  • Manages a portfolio of clients for the company, typically with an annual net revenue value of $200,000 or more.
  • Identifies revenue opportunities and prospective clients within assigned territories through face to face meetings, telephone communications, marketing programs, and other activities as needed.
  • Conducts face to face meetings with prospects to identify appropriate contacts, qualify and drive leads through the sales pipeline.
  • Ensures suspect identification, planning, account qualification, and needs analysis at all prospect levels.
  • Responds to customer requests for information and gives online presentations.
  • Identifies and closes additional product and/or service sales with existing clients to further develop the client relationship.
  • Manages client relationships and expectations during the sales cycle.
  • Maintains existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently SalesForce.com.
  • Keeps management informed of all activity, including timely preparation of reports.
  • Develops knowledge of current product/service portfolio as well as changes and developments within the payments industry
  • Provides feedback and advice and makes recommendations to help ensure fair and consistent administration of compensation practices throughout organization, including, but not limited to, merit increases, promotions, developmental increases, Restricted Stock Awards, and bonuses with senior leadership including Group Executive and Vice-President level and possibly with executive leadership.
  • Partners with the business leaders to understand their strategic objectives.
  • Designs, supports, and executes on people initiatives, such as engagement, change management, leadership development, recruitment, retention strategies, and organizational effectiveness in support of the business objectives within their assigned area.

Job Requirements

Minimum Qualifications:
•Bachelor’s Degree, or equivalent work experience
•2+ years in outside B2B sales (Previous experience in Merchant Services preferred)Quantifiable results of success required:
•Proven track record of pipeline development and closing rates
•Outstanding command of prospecting, communication, presentation, and networking skills
•Experience in a performance-based compensation model
•Experience dealing directly with small to mid-sized business owners and decision makers
•Local candidates only, please (Salina Area Preferred)What Are Our Desired Skills and Capabilities?

Skills / Knowledge - Developing professional expertise, applies company policies and procedures to resolve a variety of issues.Job Complexity - Works on problems of moderate scope where analysis of situations or data requires a review of a variety of factors. Exercises judgment within defined procedures and practices to determine appropriate action. Builds productive internal/external working relationships.Supervision - Normally receives general instructions on routine work, detailed instructions on new projects or assignments.Industry Knowledge - Expert knowledge of the merchant payment industryDecision Maker - Advanced ability to be an effective problem solver and act quickly to resolve issuesCommunication - Effective listener and communicator who is able to establish long lasting customer relationships

Job Snapshot

Location US-CO-Broomfield
Employment Type Full-Time
Pay Type Year
Pay Rate $30,000.00 - $35,000.00 /Year
Store Type IT & Technical
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Company Overview

At Expedite Technology Solutions, we believe that technology helps businesses succeed, but people make the real difference. We combine our knowledge of technology with a superior level of service to bring you IT experts that can make a real difference for your business. Based in Atlanta, GA, Expedite is a minority and woman owned business. We have spent our entire careers working in IT services. We have a combined experience of more than 25 years in technology outsourcing, professional services, and staffing. Because of our experience, we can offer the same services as a large company, but our size allows us to stay innovative and gives us the flexibility to act quickly. We work with clients to come up with creative and cost efficient solutions. We started the company to combine our experience with our customer centered philosophy, creating the personalized service that each client deserves. Delighting our clients is the number one priority with each engagement.

Contact Information

US-CO-Broomfield
Sneha Naidu
678-257-7166

Snapshot
(Confidential)
Company:
US-CO-Broomfield
Location:
Full-Time
Employment Type:
Year
Pay Type:
$30,000.00 - $35,000.00 /Year
Pay Rate:
IT & Technical
Store Type:

Job Description

Immediate need for a talented Account / Portfolio Manager with one of our direct client based in Broomfeild CO.  This is a Direct hire opportunity.
Please review the job description below and contact me ASAP if you are interested.

Job Title:  Account / Portfolio Manager
Job Location: Broomfeild CO
Job Duration: Direct hire

Job Description:
 

Summary of This Role:
Responsible for selling merchant services offerings to businesses. Activities include pricing, customer segmentation, customer presentations, account sign-up and activation, and account management. Primarily field sales to area businesses; depending on scale, some business may be conducted over the phone.

What Part Will You Play?
  • Manages a portfolio of clients for the company, typically with an annual net revenue value of $200,000 or more.
  • Identifies revenue opportunities and prospective clients within assigned territories through face to face meetings, telephone communications, marketing programs, and other activities as needed.
  • Conducts face to face meetings with prospects to identify appropriate contacts, qualify and drive leads through the sales pipeline.
  • Ensures suspect identification, planning, account qualification, and needs analysis at all prospect levels.
  • Responds to customer requests for information and gives online presentations.
  • Identifies and closes additional product and/or service sales with existing clients to further develop the client relationship.
  • Manages client relationships and expectations during the sales cycle.
  • Maintains existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently SalesForce.com.
  • Keeps management informed of all activity, including timely preparation of reports.
  • Develops knowledge of current product/service portfolio as well as changes and developments within the payments industry
  • Provides feedback and advice and makes recommendations to help ensure fair and consistent administration of compensation practices throughout organization, including, but not limited to, merit increases, promotions, developmental increases, Restricted Stock Awards, and bonuses with senior leadership including Group Executive and Vice-President level and possibly with executive leadership.
  • Partners with the business leaders to understand their strategic objectives.
  • Designs, supports, and executes on people initiatives, such as engagement, change management, leadership development, recruitment, retention strategies, and organizational effectiveness in support of the business objectives within their assigned area.

Job Requirements

Minimum Qualifications:
•Bachelor’s Degree, or equivalent work experience
•2+ years in outside B2B sales (Previous experience in Merchant Services preferred)Quantifiable results of success required:
•Proven track record of pipeline development and closing rates
•Outstanding command of prospecting, communication, presentation, and networking skills
•Experience in a performance-based compensation model
•Experience dealing directly with small to mid-sized business owners and decision makers
•Local candidates only, please (Salina Area Preferred)What Are Our Desired Skills and Capabilities?

Skills / Knowledge - Developing professional expertise, applies company policies and procedures to resolve a variety of issues.Job Complexity - Works on problems of moderate scope where analysis of situations or data requires a review of a variety of factors. Exercises judgment within defined procedures and practices to determine appropriate action. Builds productive internal/external working relationships.Supervision - Normally receives general instructions on routine work, detailed instructions on new projects or assignments.Industry Knowledge - Expert knowledge of the merchant payment industryDecision Maker - Advanced ability to be an effective problem solver and act quickly to resolve issuesCommunication - Effective listener and communicator who is able to establish long lasting customer relationships
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