Sales & Relationship Support Lead

Fiserv

Sales & Relationship Support Lead managing sales pipeline and client relationships at Fiserv, a global fintech leader. Driving growth, retention, and process execution in a dynamic environment.

Posted 5/15/2026full-timeBerkeley Heights • New Jersey, New York • 🇺🇸 United StatesSenior💰 $120,000 - $198,000 per yearWebsite

About the role

Key responsibilities & impact

Manage the sales pipeline in partnership with the product owner, account executives, and sales representatives to support pipeline visibility, forecast accuracy, and progress toward annual operating plan goals.
Coordinate prospect pre-diligence intake and track responses to ensure inquiries are addressed within established service level agreement timelines.
Perform quality assurance reviews for pricing and pro forma submissions to verify accuracy, completeness, and alignment with program requirements before delivery to the sales team.
Support client relationship management activities by addressing escalations, reducing client friction, and helping maintain client retention and portfolio growth.
Partner with sales teams and solution consultants to support client presentations, onboarding, offboarding, training, and education activities.
Monitor client portfolio performance against defined growth goals and communicate risks, issues, and opportunities to the product owner early and consistently.
Build effective working relationships across cross-functional stakeholders in a matrixed environment to support revenue generation and operational execution.

Requirements

What you’ll need

6+ years of experience in sales, relationship management, or account support within banking, financial services, or a related industry.
6+ years of experience managing sales pipeline activity, supporting revenue growth, and coordinating prospect or client activity across cross-functional stakeholders.
6+ years of experience working in a matrixed business environment with business stakeholders across sales, product, and client-facing teams.
Experience performing quality reviews for pricing, pro forma, or comparable sales support documentation with a high degree of accuracy and completeness.
Demonstrated written and verbal communication skills with experience presenting information clearly to internal stakeholders and clients across multiple levels.
Ability to manage multiple priorities simultaneously while maintaining quality, accuracy, and timeliness of deliverables.
Bachelor's degree in business or a related field, or equivalent combination of education, related experience and/or military experience.

Benefits

Comp & perks

Fuel Your Life program to support your physical, financial, social, and emotional well-being.
Paid holidays and generous time away policies.
No-cost mental health support through Employee Assistance Programs.
Living Proof program to recognize your peers’ extra effort with points redeemable for rewards.
Eight Employee Resource Groups to foster a collaborative culture and expand your network.
Unparalleled professional growth with training, development, and internal mobility opportunities.
Medical, dental, vision, life, and disability insurance options available from day one.
Retirement planning including 401k match and discounted shares with the Employee Stock Purchase Plan.
Tuition assistance and reimbursement program.
Paid parental and military leave.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

sales pipeline managementquality assurance reviewspricing documentationpro forma submissionsclient relationship managementportfolio performance monitoringrevenue growth supportcross-functional coordinationclient onboardingclient offboarding

Soft Skills

communication skillsrelationship buildingproblem-solvingtime managementorganizational skillspresentation skillsmultitaskingclient retentionstakeholder engagementteam collaboration