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 navigating tier 4 and 5 financial services organizations.
Ability to forge shared partnerships with customers. Ability to gather client knowledge.
Additional Basic Qualifications:
Must be 18 years of age or older
Critical Knowledge/Skills/Abilities:
Gather Client Knowledge
Drive candid engagement and manage conflict
Strategic planning
Critical Thinking Skills
Financial analysis
Forge shared partnership vision with customers
Proven Sales Skills
Presentation skills
Territory management
Experience with SalesForce
This role is not permitted to be filled in the following locations Alabama, Alaska, Arkansas, California, Colorado, Connecticut, Delaware, District of Colombia, Hawaii, Kentucky, Louisiana, Maryland, Mississippi, Montana, Nevada, New Hampshire, New Mexico, New York, North Dakota, Rhode Island, South Dakota, Vermont, Washington, West Virginia, and Wyoming.
Deluxe Corporation is an Equal Opportunity / Affirmative Action 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.
EOE/Minorities/Females/Vet/Disability
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 deluxecareers@deluxe.com.