Relationship Manager, Business Cards & Payments - Acquisitions (Irvine, Huntingt

Relationship Manager, Business Cards & Payments (Acquisitions)
Territory
Irvine, Huntington Beach, Corona

At BC &P, we bring a builder's mindset to work, just like the business owners we serve. Small businesses are a different kind of customer. They're the people turning ideas into opportunities, and opportunities into livelihoods. When we build for them, we build something bigger. That's why we have a high bar for quality. We own the work end to end, turning today's insights into tomorrow's results, together.

We're relentlessly curious.

We ask the hard questions.

We make space for the best ideas to win.

Because that's how we create impact we can be proud of.

General Responsibilities

Use insight and consultative selling techniques to teach prospective customers how they can leverage payment solutions (purchasing, travel, and electronic account payable) to positively impact their business.

Learn about local small and mid‑sized businesses and their purchasing needs and behavior.

Analyze the small and mid‑sized business’s total business spend to identify additional opportunities to leverage our products and services.

Build broad and technical product knowledge and an understanding of how client‑side processes should work with our products and services.

Assist the business with incorporating our products into their purchasing platform and bookkeeping software.

Maintain and update CRM systems regarding sales calls, pipelines and closed sales to ensure data compliance.

Acquire net new customers by cold call prospecting; this is not a referral sales model.

Initiate and participate in educational and/or networking events.

Establish relationships with “Centers of Influence” in order to engage with the local small and mid‑sized business community.

Drive incremental charge volume on the card with new clients.

Competencies

Project and process management, interpersonal influence, networking, project ownership, and workflow management skills.

Excellent needs‑based oral presentation skills.

Ability to secure appointments directly with clients and new prospects.

Strong organizational, interpersonal, telephone and PC skills.

Proven experience hunting for net new business selling in the field.

Basic Qualifications

At least 3 years of sales experience.

Preferred Qualifications

Bachelor's degree.

5 years of outside customer sales experience as an individual contributor, driving new acquisition as well as managing a client portfolio.

1 year of experience working with small and mid‑sized business customers.

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