Account Manager, Merchant Services

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 *HUMBLE*HUNGRY*SMART approach, and we believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve. 

Please be aware that this position requires you to work onsite at our Easton, PA office during peak season, which runs from October to the end of April.

About the Role:

Responsible for lead generation, sales, and account management for all clients using the E-pay or RA-pay Merchant Services program within the tax division. Merchant Services sells to Tax Industry customers and Non-Tax Industry customers through our tax division sales pipeline of Tax Pro clients. Assists the Merchant Services director in helping to grow the program, be alert to opportunities and client service issues and escalate them for resolution. Assist with incoming and outgoing call volume to ensure we are delivering the best experience for our customers, while maintaining compliant oversight of existing customers in the system. Serves as an advocate for our clients & partners, ensuring the highest level of quality, compliance, and partner & customer satisfaction.

What You Will Do:

• Markets credit card systems and support services for incoming Sales leads
• Selling and assisting with installing payment processing solutions to small and midsize businesses with varying financial needs.
• Utilize strong problem-solving and people skills to ensure first call resolution.
• Attracts and retains client relationships to meet sales objectives.
• Develops and maintains relationships with clients. Identifies client requirements and recommends appropriate services.
• Under supervision receives and places follow up calls/ emails/ tickets/ projects to answer client inquiries in a timely manner
• Meet and or exceed department performance metrics.
• Client Relationship Management Knowledge and ability to determine and satisfy client needs.
• Maintain a partnering relationship during engagements by communicating with transparency and direct answers.
• Knowledge of prospecting principles, processes and skills; ability to identify and engage potential customers in the market.
• Build relationships and create opportunities.
• Plan, strategize and target the right industries. Create value propositions with impact.
• Other duties as assigned.

What You Will Need:

• High school diploma or equivalent.
• 3+ years experience in card or merchant services
• Financial Services experiences preferred
• Ability to work efficiently in a fast-paced environment and balance multiple partners and objectives.
• Proven ability to consistently manage and prioritize multiple tasks.
• Creative thinking and problem-solving abilities to determine the best path forward in an environment where multiple solutions are possible.
• Communication skills to be able to relate to our sales leads and clients to ensure accurate information and closing.
• Customer service acumen in handling positive and negative questions as they arise with equal candor.
• Maturity to work within and contribute to an expanding organization.
• Ability to enable fast solutions to customer ideas and concerns.
• Meet/Exceed team and organizational goals as outlined by leadership.
• Bilingual (Spanish) skills is helpful given our diverse population of clients.
• Strong negotiation and influence skills
• Intermediate Microsoft Office (Word, Excel, and Outlook) skills
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information.
• Excellent verbal, written, and interpersonal communication skills.
• Ability to take initiative and work independently with minimal supervision in a structured environment.
• Ability to travel if needed.

The responsibilities listed above are not all inclusive and may be changed at any time.

Salary range: $19.91 hourly – $35.50 hourly

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.

#LI-Remote

Don’t have everything listed under qualifications? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single condition. At Pathward, we are dedicated to building a diverse and inclusive culture of belonging, so if you’re excited about this role but your experiences don’t match exactly to everything in the posting we encourage you to apply anyway. You may be just the right candidate for this or other Pathward roles.

Who we are: 

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 – careers@pathward.com

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.

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