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Deluxe

Client Manager - Major Markets

Posted 17 Days Ago
Be an Early Applicant
Remote
Hiring Remotely in USA
90K-140K Annually
Junior
Remote
Hiring Remotely in USA
90K-140K Annually
Junior
Manage and grow client relationships for major market accounts by understanding client programs, optimizing check/payment performance, developing account plans, driving cross-functional initiatives, and uncovering revenue opportunities. Monitor projects, validate results, capture key information in systems, and collaborate with Sales, Product, and executives to deliver client value and generate references and case studies.
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Now is your chance to join an organization that drives change. We’re a company that’s consistently on top employer lists.

Why join us:

  • There is a reason we boast numerous awards like “Great Place to Work Certified” and “Best Place to Work” For Moms, Dads, LGBTQ, and VETS (just to name a few). At Deluxe, we know that great people make a great organization.

  • We value our people so offer the typical benefits (401K, PTO, Medical, Dental) PLUS: Flexible time off, volunteer time off, paid maternity/paternity leave, tuition reimbursement, pet bereavement and more!

  • A culture that keeps people. 42% of our team has been here over 10 years. When we asked our team why, we heard the people, benefits, family/home time, diversity, and team culture.

The Client Manager maintains and expands client relationships through ongoing engagement, assuring satisfaction and uncovering additional potential to create value and additional revenue opportunities. 

Critical Responsibilities/Skills/Abilities

  • Expand client relationships and build loyalty by developing a deep knowledge of client organizational structure, culture, retail and check program strategy, decision-making processes and political environment. 

  • Expand and maintain check program revenue by consulting with clients to optimize check program performance. Identify and connect customer initiatives and needs to Deluxe solution capabilities. 

  • Develop and maintain account plans and customer engagement strategies to meet and exceed goals. 

  • Provide feedback on market trends, competitive threats, and opportunities to deliver greater value to customers and their payments programs. 

  • Validate the results and impact from joint initiatives to ensure appropriate alignment and progress.

  • Capture key information and update corporate systems and adhere to process and policies as required

  • Partner with Sales Executives and cross functional partners to drive sales opportunities to closure within territory. 

  • Provide access and introductions to clients with Product Management, executives, and other Deluxe staff as needed/required.

  • Secure client satisfaction by monitoring ongoing projects and initiatives and, driving appropriate Deluxe resources and commitments as required.  

  • Generate case studies and references to leverage the positive results driven in partnership with clients.

Basic Qualifications (BQs) 

  • Education and experience: Bachelors degree and 2 years experience or HS/GED and 6 years experience navigating financial services organizations.  

  • Experience with Salesforce or similar CRM software.  

  • Conflict management skills.

Preferred Qualifications (PQs) 

  • Experience in the Financial Industry or in FinTechs

  • Ability to forge shared partnerships with customers.  

  • Ability to gather client knowledge. 

  • Gather Client Knowledge

  • Drive candid engagement and manage conflict

  • Strategic planning

  • Critical Thinking Skills

  • Comfortable assessing and interpreting data analytics

  • Financial analysis

  • Forge shared partnership vision with customers

  • Proven Sales Skills

  • Presentation skills

  • Territory management

  • Experience with SalesForce

Additional Basic Qualifications:

Must be 18 years of age or older

Compensation

The compensation range for this position is $90,000.00 - $140,000.00 annually. This position will be eligible for commission or an annual performance incentive plan. The base pay actually offered will vary depending on job-related knowledge, skills, location, experience and take into account internal equity.

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 [email protected].

Top Skills

CRM
Salesforce

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