Establish, develop and manage the relationship between Visa and designated clients.
Identify new business development opportunities, take accountability for, and manage the project evaluation of these.
Monitor business results of designated clients, anticipate challenges, and take proactive measures to accomplish targets.
Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories. They are dedicated to uplifting everyone, everywhere by being the best way to pay and be paid and offer opportunities to create impact at scale, grow your skills and see your contributions impact lives around the world.
Demonstrate an understanding of the financial service, acquiring industry, including emerging trends, regulatory changes, and the specific operational challenges they face.
Actively prospect, qualify, negotiate, and close opportunities within the NA indirect partner segment.
Ability to manage and meet revenue and bookings targets (quotas).
Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories. At Visa, you'll have the opportunity to create impact at scale — tackling meaningful challenges, growing your skills and seeing your contributions impact lives around the world.
Manage end-to-end customer relationships across a portfolio of customers using Experian's Consumer Sync and Consumer View products.
Work with and support your assigned Account Director on a set of named strategic accounts to achieve growth.
Work includes client management, education, contract negotiation, and daily support.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. They operate across a range of markets and have a team of 22,500 people across 32 countries. Experian's corporate headquarters are in Dublin, Ireland and listed on the London Stock Exchange (EXPN).
Own and grow a portfolio of key client relationships, focused on long-term value and expansion.
Build and maintain strong relationships with executive and senior stakeholders to support account growth.
Partner closely with cross-functional teams to shape clear positioning and sector-specific messaging.
Orennia provides an all-in-one platform for accurate data, predictive analytics and actionable insights across the energy transition. They drive faster capital allocation decisions and help their clients maximize returns across the solar, wind, storage, power, RNG, CCUS, clean fuels and hydrogen sectors.
Develop and maintain strong relationships with assigned accounts, acting as a trusted advisor and strategic partner.
Develop a deep understanding of Vanta’s current product offerings and take initiative to learn Vanta’s product roadmap to speak confidently when addressing customers.
Maintain strong partnerships and alignment with CSMs to understand customer health, ensure close strategic collaboration and execute harmonious communication to accounts.
Vanta helps businesses earn and prove trust by making security monitored and verified continuously. They empower companies to practice better security and prove it with ease. Vanta has a kind and talented team and started in 2018.
Manages client relationships to retain and strengthen them, directing account strategy and setting expectations.
Pursues cross-sell, upsell, and renewal motions, recommending fee increases and partnering with Legal.
Monitors revenue and expenses to meet financial goals, overseeing vendor relationships and ensuring compliance.
Zenith American Solutions is the largest independent Third Party Administrator in the United States, operating over 44 offices nationwide. With a history since 1944 and a merger in 2011, they prioritize better systems for better service and value employees, clients, and partnerships, fostering a positive and respectful work environment with growth opportunities.
Generating revenue growth and managing important Credit Union client relationships.
Building close alliances with senior client management personnel, offering recommendations through formal sales presentations and written proposals, and negotiating annual and individual pricing contracts and agreements.
Remote position based in the Southern CA Region (anywhere on the west coast is acceptable).
Experian is a global data and technology company, powering opportunities for people and businesses around the world. A FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 23,300 people across 32 countries and a people first approach is award-winning.
Build and nurture strategic partnerships with Financial Services marketers across North America.
Develop long-term, consultative relationships with clients to ensure revenue retention and secure renewals.
Lead go-to-market strategies across existing business to accelerate growth.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. They identify the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Identify high-potential prospective customers from inbound leads and outbound prospecting.
Develop and implement full sales cycle strategies for driving product adoption and expansion within existing customers.
Deliver polished presentations and product demonstrations that clearly articulate Vanilla's value to our target market.
Vanilla is an AI-powered estate advisory platform, built by advisors, planners, and attorneys to transform how wealth is transferred across generations. We are a startup bringing together diverse subject matter expertise across estate planning, wealth management, and scaling SaaS startups with a mix of fully remote and hybrid roles.
Serve as the operational point of contact for partner accounts.
Partner cross-functionally with coaching operations, product/engineering, sales, and leadership teams.
Build and maintain partner-facing documentation and internal operations manuals.
Mento is a human and AI coaching company with the mission to help people perform their best at work. They’re empowering employees at the fastest-growing companies and are backed by leading VCs including Slow Ventures, M13, and Twelve Below. They foster a workplace built around trust, respect, collaboration, and having fun.
You grasp concepts quickly and know how to make the complex easy to understand.
You excel at bringing the right people to the table, solving issues and identifying opportunities
You achieve results and identify new ways to grow our business and expand current partnerships
Experian is a global data and technology company, powering opportunities for people and businesses around the world. They operate across a range of markets, from financial services to healthcare, automotive, agrifinance, insurance, and many more industry segments and have a team of 23,300 people across 32 countries.
Build and manage a pipeline of 3-4x quota focused entirely on net-new FSI accounts.
Conduct deep account research and territory mapping to target high-potential accounts.
Lead complex sales cycles from first contact through to contract execution.
Jobgether is a platform that uses AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. They foster a culture of teaching and continuous improvement.
Build and maintain strong relationships with key clients, ensuring high levels of satisfaction and engagement.
Serve as the main liaison between clients and internal teams, ensuring deliverables meet client expectations and timelines.
Identify growth opportunities within existing accounts and develop upselling and cross-selling strategies.
Momentus provides event and venue management software to customers in over 50 countries. Their comprehensive platform offers event professionals leading-edge SaaS technology, providing a 360 view of their business and helping them cut costs, save time, and increase revenue.
Support Associate and Senior Directors in managing client relationships and serve as the primary day-to-day point of contact.
Develop and maintain client reporting and analytics on a monthly and quarterly basis, tying performance to business objectives.
Identify up-sell and cross-sell opportunities within existing accounts through performance insights and client needs.
Goodway Group is an independent and remote-first media and marketing services firm with a 90+ year history, combining the security of an established company with a start-up feel. They have a diverse team of digital strategists, media practitioners, technologists and data scientists.
Develop and manage day-to-day client relationships, ensuring their financial needs and goals are understood and met.
Facilitate the onboarding of new clients and ensure smooth transitions.
Attend annual review meetings with financial advisers and lead quarterly check-ins with clients.
This international Wealth Management client is seeking a Gen-Z profile Client Relationship Manager / BDM based in the USA. This opportunity is best suited to Western born and educated professionals, ideally USA nationals, with a background and exposure to high-net-worth clients.
Manages portfolio through knowledge of client’s financial condition.
Ensures all advances and loans comply with loan policy.
Resolves factoring and asset-based lending service problems.
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. They are a team of problem solvers and innovators who celebrate differences and believe unique perspectives make them stronger and well-positioned for success.
Act as the trusted advisor and main point of contact for assigned clients, ensuring successful onboarding, adoption, and optimisation of Pulse iD solutions.
Partner with client marketing and product teams to design and execute data-driven loyalty and engagement strategies.
Conduct regular business reviews, presenting performance insights, marketing results, and ROI-driven recommendations.
Pulse iD is a visionary fintech shaping the future of customer loyalty and digital engagement. They work with top-tier clients, including leading banks and global financial institutions. They have a remote-friendly and globally connected work culture, providing access to career growth opportunities in an innovative, high-growth environment.