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About the role
Key responsibilities & impact- Source 100% of opportunities independently —no inbound leads, referrals, or assigned accounts
- Build a pipeline from scratch using bank‑provided prospecting tools, cold calling, Center of Influence (COI) development, and sustained community engagement
- Execute a field‑based sales strategy, spending at least three days per week meeting prospects in person
- Target middle-market and upper‑middle‑market companies with $1MM+ in annual card spend
- Initiate and lead conversations with C‑suite executives and senior finance leaders to understand spend strategy, controls, and business objectives
- Conduct detailed spend and expense analysis to identify inefficiencies and develop executive‑level recommendations
- Position and advise on the most effective card programs, confidently articulating value, ROI, and governance considerations
- Collaborate with internal partners to deliver a seamless, consistent client experience from sale through implementation
Requirements
What you’ll need- Bachelor's degree, or equivalent work experience
- Seven to nine or more years of relevant work experience
- Ability to travel (local and regional, some national)
- Well-developed sales and new business development skills, including the development of sales strategies and goals and closing skills
- Business credit card sales experience
- Proven success developing COIs
- Experience working with business customers with $10MM+ in annual revenue preferred
- Thorough knowledge of unit payment products
- Basic knowledge of the organization and its products, services and operations
- Basic knowledge of product marketing, client service issues, and organization operations
- Strong marketing, negotiation and decision-making skills
- Strong organizational and problem-solving skills
- Strong customer service/relation skills with ability to creatively resolve client concerns and issues
- Excellent interpersonal, presentation, verbal and written communication skills
- Good understanding of basic accounting principles related to financial transactions
Benefits
Comp & perks- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
sales strategiesbusiness credit card salesspend analysisexpense analysisunit payment productsproduct marketingclient servicenegotiationdecision-makingaccounting principles
Soft Skills
sales developmentorganizational skillsproblem-solvingcustomer serviceinterpersonal skillspresentation skillsverbal communicationwritten communicationcreativity in client resolutionrelationship building
Certifications
Bachelor's degree
