Sr. Client Executive, EFT Solutions

SHAZAM; United States; Remote; USD 100,000 - 125,000; Full time

Benefits offered by this job

Hybrid work environment

Health, dental, and vision insurance

401(k) retirement plan with company 40

Educational assistance

PTO and holidays

Job summary

SHAZAM is seeking a Sr. Client Executive, EFT Solutions to manage and grow strategic client relationships in the EFT space.

This remote role supports financial institutions nationwide and involves up to 40% travel, primarily in the Midwest. You will present tailored EFT solutions, lead pricing negotiations, collaborate with sales, product, and support teams, and drive revenue growth while ensuring client satisfaction.

Qualifications

• Minimum of 5 years of client management or sales experience in financial services or payment solutions.
• Strong knowledge of EFT systems, payment processing and related compliance.
• Proficiency with SHAZAM products is preferred.
• Experience managing multiple client accounts in a remote setting.
• Strong interpersonal and communication skills are essential for building trust.
• Ability to travel up to 50%, including some overnight travel, with a valid driver's license.

Responsibilities

• Develop and maintain relationships with existing and prospective clients to understand EFT needs.
• Present and demonstrate EFT solutions tailored to client requirements while ensuring regulatory compliance.
• Develop pricing proposals and negotiate contract renewals for financial institutions.
• Collaborate with cross-functional teams to implement and support EFT services.
• Represent SHAZAM at trade shows and associations to generate leads and partnerships.
• Monitor client accounts to identify upsell opportunities and provide timely resolutions.
• Stay informed about industry trends and regulatory changes to advise clients proactively.
• Prepare regular reports on client activity and sales performance for leadership.

Skills

Client management

Sales

Relationship building

Remote work

Analytical skills

Communication skills

Travel readiness

Salesforce

Tools

Salesforce

Data analytics tools

Job description

Sr. Client Executive, EFT Solutions

Remote, US

Salary Range: $100,000.00 To $125,000.00 Annually

SHAZAM recognizes that financial institutions build better communities, and this drives our passion to strengthen financial institutions. We are a trusted partner to our valued customers providing answers, choice, and innovation with an impeccable level of customer service – a level unmatched in the industry.

And here’s the best part - we’re a national company that offers a small-company feel, a cultural balance that’s hard to come by but very real at SHAZAM. Your growth and development are top priorities and you’ll be surrounded by talented individuals and postured to make a real difference in the company. As a team member at SHAZAM, you’ll be an essential part of our mission as we work together strengthening financial institutions.

This is a remote position with up to 40% travel. Ideal candidates would live in the Midwest.

What we're looking for:

The Sr. Client Executive, EFT Solutions, plays a pivotal role in managing and expanding client relationships within the electronic funds transfer (EFT) sector of the business services industry. This position is responsible for delivering tailored EFT solutions that meet client needs while ensuring compliance with industry regulations and company standards. The role requires a strategic approach to client engagement, focusing on understanding client business models and financial processes to recommend optimal EFT products and services. The Client Executive will collaborate closely with internal teams such as sales, product development, and customer support to ensure seamless service delivery and client satisfaction. Ultimately, this role aims to drive revenue growth and enhance client retention by providing exceptional service and innovative EFT solutions in a remote work environment.

What you'll do:

• Develop and maintain strong relationships with existing and prospective clients to understand their EFT needs and business objectives.
• Present and demonstrate EFT solutions tailored to client requirements, ensuring alignment with regulatory and compliance standards.
• Develop and present complex pricing proposals and competitive analyses for financial institutions and negotiate contract renewals.
• Collaborate with cross-functional teams to coordinate the implementation and ongoing support of EFT services for clients.
• Represent SHAZAM at trade shows and associations to generate leads and strengthen partnerships.
• Monitor client accounts to identify opportunities for upselling or cross-selling additional EFT products and services.
• Provide timely and effective resolution of client inquiries and issues related to EFT solutions, maintaining high levels of client satisfaction.
• Stay informed about industry trends, regulatory changes, and competitive offerings to advise clients proactively.
• Prepare and deliver regular reports on client activity, sales performance, and market feedback to senior management.

What you need:

• Minimum of 5 years of experience in client management or sales within the financial services or payment solutions industry.
• Strong understanding of electronic funds transfer systems, payment processing, and related compliance requirements.
• Strong knowledge of SHAZAM products and services is preferred.
• Proven ability to manage multiple client accounts and deliver customized solutions in a remote work setting.
• Strong interpersonal and communication skills are essential for building trust and maintaining long-term client relationships.
• Analytical skills help in assessing client data and market trends to identify growth opportunities and tailor solutions accordingly.
• Proven ability to think critically and solve problems in fast paced environments, with a focus on strengthening client relationships and driving business outcomes.
• Ability to travel 50%, including some overnight travel to various locations.
• Must possess a valid driver's license to drive on Company business and provide documentation of current personal auto insurance ($300,000 in personal liability coverage is required).

What'll makes you stand out:

• Experience working with EFT platforms or payment gateway technologies.
• Demonstrated success in a remote sales or client service role.
• Proficiency with Salesforce and data analytics tools to track client engagement and sales metrics.

What's in it for you:

• A mission-driven company with a strong sense of purpose
• A hybrid work environment that values flexibility and collaboration
• Opportunities for professional development and career growth
• A culture that values innovation, integrity, and community impact
• Health, dental, and vision insurance
• 401(k) retirement plan with company match
• Flexible spending and health savings accounts
• Life insurance and short- and long-term disability provided at no cost
• Time away from work – PTO, VTO, paid parental leave, and company holidays
• Educational assistance

Actual compensation is based on various factors, such as geographic location, experience, education, and/or skill level, and is finalized at the time of offer.

SHAZAM is an equal opportunity employer, including those with disabilities or status as a protected veteran. All qualified applicants will receive consideration for employment.

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future; ITS, Inc./SHAZAM will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Please be aware that SHAZAM may use an Artificial Intelligence (AI) tool to assist in the review and screening of job applications for this position. The AI system is designed to help our team efficiently identify qualified candidates by identifying relevant skills and experience within submitted applications. All final hiring decisions are made by our hiring team.