Account Manager (Client Executive III) - Visa

This is an individual contributor role responsible for identifying and resolving issues of moderate complexity and leading operational implementations. This position requires strong execution and analytical abilities. This role works independently and receives minimal guidance.

Responsibilities

• Manage a portfolio of accounts to achieve long-term success
• Develop positive relationships with clients
• Act as the point of contact and handle customers’ individual needs
• Generate new business through cross-selling and up-selling of the company’s product features and services within existing clients. (up-selling and cross-selling)
• Resolve conflicts and provide solutions to customers in a timely manner
• Report on the status of accounts, including transactions and revenues (actuals vs budget vs forecast)
• Generate Account plan

• Set and track sales account targets, aligned with company objectives
• Monitor sales metrics (e.g. quarterly sales results and annual forecasts)
• Suggest actions to improve sales performance and identify opportunities for growth
• Provide information and direction to clients regarding YellowPepper products, tools and services, YellowPepper rules, integrated billing, and transaction research.
•  Act as a liaison for the client, provide problem management, proactive identification of processing efficiencies, service change support, and system enhancement support.
• Coordinate internal resources to accomplish YellowPepper and client objectives and ensure processing system performance standards are met and that the client perspective is represented within the organization.
• Stay current with industry and client trends and maintain a working knowledge of YellowPepper’s products and services.
• Actively work with the client to identify strategic opportunities and operational cost efficiencies, lead moderately complex assignments that are diverse in scope, and search out appropriate courses of action.
• Research and resolve client’s business and transaction processing and billing issues by obtaining and examining all relevant information to figure out the cause and facilitate resolution.
• Identify and analyze processing issues with client impacts, consistently communicate situational status and resolution, advice on SLA performance both internally and externally as appropriate.
• Prepare and present monthly and/or quarterly production performance results.

Qualifications

• Bachelor’s degree or equivalent experience.
• Proven work experience as a Sales account manager or Sales account executive in financial services, fintech, payment card, software, or information services. Min experience of 7 years.
• Must be a self-starter with confirmed abilities in organizational, conceptual, and logical problem-solving.
• Customer focus with the validated ability to establish productive working relationships with staff and management at all levels.

• Ability to set priorities and manage customer expectations, and work both as part of a team and independently.
• Excellent communication and negotiation skills and customer service oriented.
• Business acumen with a problem-solving attitude
• Experience in managing senior/top management relationships within client organizations
• Working knowledge of Microsoft Office.
• Strong verbal, written, presentation, and interpersonal skills are required
• English required, Spanish a plus