Relationship Manager, Business Cards & Payments (Atlanta)
Core
Field-based Relationship Manager driving customer growth and sales for small business owners in the Greater Atlanta area.
Role type
Manager (Individual Contributor) - Customer Growth / Sales
Builds
Long-term meaningful relationships with business owners to optimize rewards and increase profitability
Domain
Financial Services / Small Business / Commercial Cards
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
consultative selling, needs-based oral presentation, relationship building, strategic selling, project management, process management, CRM data compliance, territory management
Preferred skills
Salesforce proficiency, Google Suite proficiency, financial services industry experience, small business customer experience
Technologies
Salesforce.com, Google Suite
Responsibilities
Secure appointments directly with customers, assess customer purchasing needs and behaviors, analyze total business spend to identify opportunities, educate customers on payment solutions, assist with product integration into purchasing platforms, drive incremental charge volume on existing accounts
Seniority
Manager, hands-on IC
