Celero Commerce

Account Executive

• Develop and nurture relationships with assigned Financial Institutions and referral partners to generate a steady flow of quality leads aligned with performance metrics
• Successfully close leads from assigned FIs and partners, achieving company-defined metrics for close ratios, account volume, and profit margins
• Supplement referral deals by re-engaging with former clients and local businesses to exceed monthly goals in leads, proposals, applications, new merchants, and sales volume
• Maintain accurate, up-to-date records in the CRM system, meeting or exceeding agreed success metrics for pre-sales activities
• Stay informed on industry trends, company products, pricing, and competitive advantages to drive success
• Participate in job-related training, webinars, and classes to continually enhance knowledge and skills
• Adhere to company policies, procedures, and safety standards
• Perform additional job-related duties as assigned

Bank Referral Account Executive