Middle Market Healthcare - Payment Solution Sales Team Lead
U.S. Bank, San Francisco, CA, United States
Overview
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
The Payment Solution Sales Team Lead reports to the PMI Healthcare Head and operates as a player/coach. This role leads a team and drives new-to-bank client acquisition while deepening wallet share across existing clients, delivering end-to-end Treasury Management and Payments solutions. It includes setting strategy, developing talent, and driving performance while maintaining a targeted personal portfolio of high-value client relationships. It also involves developing, coaching, and expanding business for an assigned geographic area, industry segment, or product line by managing the collective efforts of a team of sales professionals.
Responsibilities
Serve as a player-coach, owning a select portfolio of strategic clients while actively coaching, mentoring, and developing the broader sales team.
Design and execute a comprehensive sales strategy that drives PMI revenue growth across the full Treasury Management and Payments suite.
Champion end-to-end PMI selling, ensuring coordinated delivery of Treasury Management Services including Liquidity & Investments, Receivables, Payments, Commercial Cards, Merchant Services, and Trade.
Partner closely with internal relationship managers, product leaders, and senior stakeholders to deliver integrated client solutions.
Establish and monitor sales performance metrics, including pipeline health, origination activity, wins, and revenue growth.
Drive consistent adoption of sales management disciplines, CRM tools, and deal-design best practices.
Build a high-performance sales culture focused on accountability, collaboration, and continuous improvement.
Assist in the development and implementation of the marketing plan for treasury management products and services aligned with corporate objectives; target markets for opportunities and greater penetration including new sales, calling activity and business retention quotas.
Ensure compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures. Participate in required training and follow account opening procedures and internal suspicious activity referral processes. Engage with customers to understand their normal account activity as appropriate for this position.
Accountabilities
Decisions are made in conjunction with major corporation programs, plans or strategies; independent action is normally required with consultation from division or senior managers as appropriate.
Probable errors would have a material effect on major functions of the corporation.
It is the individual responsibility of every employee to maintain awareness of and comply with U.S. Bancorp’s Code of Ethics. Employees are expected to comply with laws, regulations and internal policies relevant to their position.
Specifications
This is a general description that covers all levels/grades of the job. Level/grade assignments are determined by attached leveling guidelines. Minimum qualifications are outlined below:
Requires ability to engage effectively with large, sophisticated commercial clients operating across geographies and product needs. Ability to build and scale complex businesses, driving sustained revenue growth and market share gains. Strong understanding of technology-enabled treasury and payments solutions and how digital capabilities enhance client outcomes and sales effectiveness. Exceptional communication, influence, and executive presence skills. Deep expertise in Treasury Management services, including liquidity and investments, receivables, payments, commercial cards, merchant services, and trade.
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $170,255.00 - $200,300.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
#J-18808-Ljbffr
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
The Payment Solution Sales Team Lead reports to the PMI Healthcare Head and operates as a player/coach. This role leads a team and drives new-to-bank client acquisition while deepening wallet share across existing clients, delivering end-to-end Treasury Management and Payments solutions. It includes setting strategy, developing talent, and driving performance while maintaining a targeted personal portfolio of high-value client relationships. It also involves developing, coaching, and expanding business for an assigned geographic area, industry segment, or product line by managing the collective efforts of a team of sales professionals.
Responsibilities
Serve as a player-coach, owning a select portfolio of strategic clients while actively coaching, mentoring, and developing the broader sales team.
Design and execute a comprehensive sales strategy that drives PMI revenue growth across the full Treasury Management and Payments suite.
Champion end-to-end PMI selling, ensuring coordinated delivery of Treasury Management Services including Liquidity & Investments, Receivables, Payments, Commercial Cards, Merchant Services, and Trade.
Partner closely with internal relationship managers, product leaders, and senior stakeholders to deliver integrated client solutions.
Establish and monitor sales performance metrics, including pipeline health, origination activity, wins, and revenue growth.
Drive consistent adoption of sales management disciplines, CRM tools, and deal-design best practices.
Build a high-performance sales culture focused on accountability, collaboration, and continuous improvement.
Assist in the development and implementation of the marketing plan for treasury management products and services aligned with corporate objectives; target markets for opportunities and greater penetration including new sales, calling activity and business retention quotas.
Ensure compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures. Participate in required training and follow account opening procedures and internal suspicious activity referral processes. Engage with customers to understand their normal account activity as appropriate for this position.
Accountabilities
Decisions are made in conjunction with major corporation programs, plans or strategies; independent action is normally required with consultation from division or senior managers as appropriate.
Probable errors would have a material effect on major functions of the corporation.
It is the individual responsibility of every employee to maintain awareness of and comply with U.S. Bancorp’s Code of Ethics. Employees are expected to comply with laws, regulations and internal policies relevant to their position.
Specifications
This is a general description that covers all levels/grades of the job. Level/grade assignments are determined by attached leveling guidelines. Minimum qualifications are outlined below:
Requires ability to engage effectively with large, sophisticated commercial clients operating across geographies and product needs. Ability to build and scale complex businesses, driving sustained revenue growth and market share gains. Strong understanding of technology-enabled treasury and payments solutions and how digital capabilities enhance client outcomes and sales effectiveness. Exceptional communication, influence, and executive presence skills. Deep expertise in Treasury Management services, including liquidity and investments, receivables, payments, commercial cards, merchant services, and trade.
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $170,255.00 - $200,300.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
#J-18808-Ljbffr