We are a hybrid, remote-office company dedicated to growing our talent anywhere!
We have onsite locations in: Sioux Falls, SD, Scottsdale, AZ, Troy, MI, Franklin, TN, Dallas, TX
At Pathward, we take tremendous pride in our purpose to create financial inclusion for all™. We are a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. We strive to remove barriers that traditional institutions put in the way of financial access, and promote economic mobility by providing responsible, secure, high quality financial products.
We are a team of problem solvers and innovators who celebrate our differences and know that our unique perspectives make us stronger and well-positioned for success. We celebrate, and embrace, our team members through our approach, and we believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve.
Supports various aspects of business-to-business account management and sales pipeline growth. This role leverages the company’s unique value propositions by developing and deploying business strategies for operational success with new prospects and existing managed clients to create, maintain or expand an overall payment strategy.
- Client Support: Assist Relationship Manager II with client outreach, including pre-and-post onboarding activities.
- Contract Renewals: Manage contract renewals to meet client needs and ensure timely updates and extensions.
- Follow-Up: Proactively follow up with clients and event leads to address questions and ensure ongoing satisfaction..
- Data Management: Maintain accurate contract information, client data, and other essential records in Salesforce, ensuring compliance with data standards.
- Collaboration: Work closely with the Relationship Manager II to support their activities and ensure clients receive high-quality, responsive service.
- Client Refresher Sessions: Conduct sessions to keep clients informed and engaged, collaborating with the Client Support team.
- Onboarding Workshops and Webinars: Deliver workshops and webinars to integrate clients effectively into our services, working with the Client Support team.
- Consults with client base to meet/exceed portfolio performance goals including proactive sales calls, engagement level, product adoption and other key performance indictors creating an overall environment of success for Pathward services
- Develops and maintains a sales pipeline and associated sales goals.
- Work closely with the Relationship Manager II to support activities and ensure clients receive high-quality, responsive service
- Other duties as assigned.
- Typically requires a minimum of three years of related
- Account and sales pipeline management experience
- Retail/Commercial Banking and CRM experience a plus.
- Periodic travel may be
- Bachelor's degree or equivalent education and work experience.
Salary range: $47,985.10 – $88,620.91
The salary range reflects the minimum and maximum target for a new hire in this role. Individual pay within the range will be determined by multiple factors which can include but are not limited to a candidate’s experience, qualifications, skills, and location. Your recruiter can share more about the specific salary for your location during the hiring process. Ranges may be modified in the future.
This role is also eligible for an annual performance-based incentive opportunity. Pathward offers a comprehensive benefits package for eligible employees, including health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off, and more.
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Our commitment to inclusion is woven into our DNA. We believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve.
We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, ethnicity, religion, sex, sexual orientation, gender identity, transgender status, pregnancy, national origin, age (age 40 and over), disability, genetic information, marital status, hair texture or hairstyle, ancestry, service in the uniformed services, protected veteran status, status as a victim of domestic violence or any other class protected by federal, state and local laws.
Please click here to learn more about our benefits and review information about our Privacy Policy, Affirmative Action Plan and other notices. Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. For assistance completing an application, please contact a Pathward People & Culture Representative by emailing – [email protected]
Please click here to view Pathward's Applicant Privacy Notice.
Applications will be accepted for a minimum of 3 days after posting, and there is no predetermined date by which applications should be submitted.
What We Do
At Pathward, expanding financial access is the heart of our business. We work with diverse partners to deliver Banking-as-a-Service and commercial finance solutions for clients and customers that the traditional financial system can’t or won’t fully serve.
Together, we are powering financial inclusion for more because we believe in financial inclusion for all