Associate Account Executive

Celero Commerce; Nashville (TN); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Health insurance

Dental

Vision

Life insurance

Identity theft protection

Paid time off

401k (4% match)

Job summary

Celero Commerce seeks an Associate Account Executive to support new and existing clients, mainly local bank partners in the Nashville, TN area. You will handle routine sales/service tasks and assist in processing applications, while coordinating with the Account Executive.

This role emphasizes reporting, scheduling, and reports for clients, with a focus on building banking partner relationships and contributing to consultative proposals. Strong CRM and Office skills, plus travel, are expected.

Qualifications

• 1+ year of data entry experience; banking experience is a plus.
• Strong computer skills and CRM system proficiency.
• Excellent written and verbal communication abilities.
• Willingness to travel within the territory and work with banking partners.

Responsibilities

• Complete routine administrative tasks, including application processing and client communication.
• Process customer requests and escalate to the Account Executive when needed.
• Pull, analyze, and format reports for clients at the branch level.
• Maintain scheduling for the Account Executive and lead follow-ups.
• Coordinate new prospect and client list reporting for the Account Executive.
• Build strong relationships with banking partners to support mutual interests.
• Contribute to consultative sales proposals under direction.
• Follow all company policies and safety procedures.
• Perform other job-related duties as assigned.

Skills

Data entry

CRM proficiency

Communication

Travel within territory

Networking

Multitasking

Microsoft Excel

Microsoft Word

Microsoft Outlook

Organizational skills

Independent / Team player

Financial data interpretation

Continuous learning

Education

High School Diploma

Tools

CRM systems

Microsoft Office Suite

Job description

The Associate Account Executive plays a crucial role in supporting new and existing clients, primarily from local bank partners within the Nashville, TN territory. This position involves routine administrative tasks related to client service and sales, working closely with an Account Executive.

The Associate Account Executive will assist in selling merchant services to business clients and help maintain mutually beneficial relationships with financial institution partners.

Responsibilities

• Complete routine administrative tasks, such as application processing, client communication, and other duties related to selling merchant services.
• Process customer requests and escalates issues to the Account Executive when necessary.
• Pull, analyze, and format reports for clients at the branch level.
• Maintain the scheduling for the Account Executive, including appointments and follow-ups on lead-flow generation.
• Coordinate new prospect and existing client list reporting for the Account Executive.
• Cultivate strong relationships with banking partners to support the establishment of mutually beneficial working relationships with financial institution partners.
• Participate in consultative sales proposals for prospective business clients under the direction of the Account Executive.
• Adhere to all company policies and procedures, including safety standards.
• Perform other job-related duties as assigned.

Experience & Requirements

• 1+ year of data entry experience requires; banking industry experience is a plus.
• Strong computer skills and proficiency in CRM systems are required.
• Excellent written and verbal communication skills.
• Maintain a professional, cooperative, and enthusiastic image when interacting with banking partners, merchants, and colleagues.
• Ability to travel within the assigned territory.
• Strong prospecting, networking, and business development skills.
• Capability to multitask in a fast-paced sales and customer service environment.
• Proficiency in Microsoft Office Suite, including advanced knowledge of Excel, Word, and Outlook.
• Ability to stay organized while managing responsibilities and workflows.
• Able to work independently and as a team member.
• Aptitude for understanding, interpreting, and analyzing financial data.
• Commitment to continuous learning related to job responsibilities, including company systems and external processing platforms.
• High School Diploma required.

Reports to:

VP of Merchant Sales FI Channel

Employment type:

Full-time; Exempt

Benefits:

We provide a comprehensive benefits package including health insurance, dental, vision, life insurance, identify theft protection, paid time off, and 401k (4% match)

Celero Commerce provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Please Note: Celero Commerce participates in E-Verify and performs background checks on all new hires. We will provide the Social Security Administration (SSA) and if necessary, the Department of Homeland Security (DHS), with information from each new employee's form I-9 to confirm work authorization.