Sr. Payments Advisor, Public Sector
Core
Sr. Payments Advisor drives efficiencies in payments processes and serves as a trusted advisor for cash management solutions to public sector and commercial clients.
Role type
Senior IC consultative sales advisor (payments/treasury)
Builds
Cash management solutions and integrated payment strategies for clients
Domain
Commercial Banking / Public Sector / Treasury Management
Deliverable
product features
Required skills
consultative and strategic sales, client portfolio management, C-Suite influence, industry expertise in payments/treasury, solution selling, project management
Preferred skills
knowledge of FinTech solutions (ERP, A/R, A/P Automation, Tax Automation, Expense Management), experience with government entities
Technologies
Salesforce
Responsibilities
Create and execute sales and marketing strategies to achieve market penetration and revenue goals; build collaborative relationships with Relationship Managers to acquire and retain business clients; lead prospecting for new client acquisitions; serve as a trusted advisor to identify client needs and provide cash management solutions; manage portfolio to deepen existing relationships through proactive identification of integrated solutions; participate in client management, in-person calling, and relationship reviews; prepare sales presentations and business process reviews; conduct external speaker series and seminars; represent the organization at industry conferences and regional events; record sales activities in Salesforce.
Seniority
Senior, hands-on IC