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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong sales and new business development skills, with proven success in managing pipeline activity and leveraging Centers of Influence to drive profitable business relationships. Proficient in credit analysis, financial assessment, and understanding of payment products to meet client needs effectively.
Highest-signal resume keywords
Sales PresentationsNew Business DevelopmentCredit AnalysisPipeline ManagementSalesforce CRM
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business Card SalesFinancial AssessmentBasic Accounting PrinciplesPayment Products KnowledgeProduct Marketing Understanding
Soft Skills
Customer Relationship ManagementNegotiationDecision-MakingCreative Problem Resolution
Tools & Technologies
Salesforce
Industry Keywords
Centers of InfluenceProspectingMid-Size to Large BusinessesPipeline ActivityReferral Network
About the role
Key responsibilities & impact- Develop profitable business account relationships and increase profitability from existing and new accounts
- Identify business opportunities based on knowledge of clients, markets, products, and services
- Make sales presentations to existing and prospective clients
- Explain the benefits of the organization’s products and services to meet client needs
- Implement and maintain an effective referral network and call program to promote sales
- Prospect new-logo opportunities and drive deals from strategy through close
- Develop and leverage Centers of Influence to generate new business opportunities
- Manage pipeline activity with strong follow-up and execution discipline
- Partner with internal teams to grow and retain existing portfolio customers
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 locally and regionally, with some national travel
- Prior experience in business card sales/payments
- Strong sales and new business development skills
- Experience prospecting new-logo opportunities and driving deals from strategy through close
- Experience working with mid-size to large businesses, including clients with $10MM+ annual revenue
- Strong credit analysis and financial assessment skills
- Understanding of basic accounting principles related to financial transactions
- Proven success developing and leveraging Centers of Influence (COIs)
- Demonstrated ability to manage pipeline activity
- Solid knowledge of payment products
- General understanding of product marketing and organizational operations
- Strong customer relationship management, negotiation, decision-making, and creative problem-resolution skills
- Ability to partner with internal teams to grow and retain portfolio customers
- Experience using Salesforce or similar CRM tools
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
- Incentive and recognition programs
- Equity stock purchase
- 401(k) contribution and pension
