Account Executive, Bank Partnerships - Merchant Services

Deluxe; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

A leading payment processing company is seeking an Account Executive to foster relationships with Financial Institution partners in the United States. This remote role requires a background in sales and demonstrated skills in managing leads and customer service. The ideal candidate will be responsible for conducting discovery calls, analyzing customer data, negotiating terms, and coordinating onboarding of new clients. This position offers various benefits including healthcare and a retirement plan.

Benefits

Healthcare (Medical, Dental, Vision)

Paid Time Off

Employer-Matched Retirement Plan

Employee Stock Purchase Plan

Tuition Reimbursement

Qualifications

• Must be 18 years of age or older.
• Bachelor's degree or equivalent experience required.

Responsibilities

• Foster relationships with Financial Institution partners.
• Manage soft leads and follow up.
• Conduct discovery calls to qualify leads.
• Analyze customer statements for savings opportunities.
• Coordinate onboarding and training.

Skills

Relationship building

Sales pipeline management

Data analysis

Customer service

Education

Bachelor's Degree or HS/GED with experience

Tools

CRM software

Job description

Overview

For this REMOTE opportunity you MUST reside in a location to service our markets in San Antonio, McAllen, and Laredo Texas.

WHO YOU ARE:

Are you a relationship driven sales professional who thrives in a collaborative environment? Do you excel at turning warm referrals into loyal customers through thoughtful engagement and value-driven conversations? Are you motivated by helping partners succeed and skilled at managing a steady pipeline, analyzing data, and closing deals? Are you proud of your ability to deliver a seamless experience from the first conversation through onboarding and support?

ABOUT US:

Deluxe Merchant Services+ is a complete payment processing solution that accepts a wide range of payment methods, simplifies PCI compliance and deposits money in your bank account while delivering smooth checkout experience. We are an industry-leading payment processing company that provides our partners and merchants with powerful in-store, online, and mobile payment solutions. Our technology is paired with the latest in payment security and backed by superior customer service. We help business pay, get paid, optimize, and grow.

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RESPONSIBILITIES:

The Account Executive is responsible for fostering relationships with our Financial Institution (FI) partners.

• Manage and prioritize soft leads from financial institution partners (primarily warm referrals)

• Reach out to referred business and non-business customers to understand their needs and present tailored merchant services solutions

• Maintain and update a pipeline of leads using CRM tools to track progress, follow-ups, and next steps

• Conduct discovery calls and meetings to qualify leads and gather business information

• Analyze customer statements to identify savings opportunities and prepare pricing comparisons and proposals

• Present merchant services offerings clearly and persuasively, highlighting benefits for the customer’s business

• Negotiate pricing and terms and guide the customer through the decision-making process

• Complete and submit paperwork, ensuring all documentation is accurate and compliant

• Coordinate implementation and onboarding, working with internal teams to set up merchant accounts and schedule customer training

BASIC QUALIFICATIONS:

• Bachelor's Degree in related a field and 0 years experience; OR HS/GED AND 4 years of relevant experience

• Must be 18 years of age or older

PREFERRED QUALIFICATIONS:

• Bachelor's Degree

• Merchant Services experience

Benefits

In line with our commitment to employee wellbeing, our total rewards benefits package is designed to support the physical, financial, and emotional health of our employees, tailored to meet their unique and evolving needs. Our approach considers our employees’ whole selves, ensuring they can thrive both in and outside of work. Here are some of the benefits we offer, which may vary based on role, location, or hours worked:

• Healthcare (Medical, Dental, Vision)

• Paid Time Off, Volunteer Time Off, and Holidays

• Employer-Matched Retirement Plan

• Employee Stock Purchase Plan

• Short-Term and Long-Term Disability

• Infertility Treatment, Adoption and Surrogacy Assistance

• Tuition Reimbursement

These benefits are designed to enhance the health, protect the financial security, and provide peace of mind to our employees and their families.

Deluxe Corporation is an Equal Employment Opportunity employer: All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, disability, sex, age, ethnic or national origin, marital status, sexual orientation, gender identity or presentation, pregnancy, genetics, veteran status or any other status protected by state or federal law.

Please view the electronic EEO is the Law Poster which serves to inform you of your equal employment opportunity protections as part of the application process.

Reasonable Accommodation for Job Seekers with a Disability: If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to [e-mail].