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
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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.
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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.
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Develop and maintain account plans and customer engagement strategies to meet and exceed goals.
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Provide feedback on market trends, competitive threats, and opportunities to deliver greater value to customers and their payments programs.
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Validate the results and impact from joint initiatives to ensure appropriate alignment and progress.
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Capture key information and update corporate systems and adhere to process and policies as required
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Partner with Sales Executives and cross functional partners to drive sales opportunities to closure within territory.
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Provide access and introductions to clients with Product Management, executives, and other Deluxe staff as needed/required.
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Secure client satisfaction by monitoring ongoing projects and initiatives and, driving appropriate Deluxe resources and commitments as required.
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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 3 and 4 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
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 [email protected].
Top Skills
What We Do
We help enterprises, small businesses and financial institutions deepen customer relationships through trusted, technology-enabled solutions.
Here at Deluxe, we help you unlock your potential so that your business successfully grows and thrives which positively impacts our communities all around.
Our innovative payments, data and marketing solutions help you Accelerate Growth, Enable Payments and Empower your SMB Relationships.
Accelerate Growth – With us, we propel your business forward with data-driven customer acquisition and multi-platform marketing toolkits; accelerate customer acquisition through our targeted data driven marketing campaigns and build brands through our customized, brand compliant web storefronts, promotional products, print services, and retail packaging services.
Enable Payments – Our technology solutions enable you to send and process payments more easily. With us, you can optimize your order to cash processes with Lockbox, integrated receivables and bill pay, as well as improve your payer and payee experience with our secure and convenient check products and flexible digital payments.
Empower Small Business Relationships – We help empower your small business with tools to start, run, grow and operate the business. We help increase revenue with promotional products, data driven and print marketing and retail packaging as well as support in managing income with our checks and forms, digital payments, and remote deposit capture. We also assist in protecting and branding businesses with logo design, trademark filings and websites and hosting services along with assisting in managing HR and Operations using our incorporation services, and payroll and human capital management.
Unlock your potential: www.deluxe.com
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