FA Account Exec, FI

WHO YOU ARE

Are you a relationship driven sales professional who thrives in a collaborative environment? Do you excel at turning warm referrals into loyal customers through thoughtful engagement and value-driven conversations? Are you motivated by helping partners succeed and skilled at managing a steady pipeline, analyzing data, and closing deals? Are you proud of your ability to deliver a seamless experience from the first conversation through onboarding and support?
ABOUT US

Deluxe Merchant Services+ is a complete payment processing solution that accepts a wide range of payment methods, simplifies PCI compliance and deposits money in your bank account while delivering smooth checkout experience. We are an industry-leading payment processing company that provides our partners and merchants with powerful in-store, online, and mobile payment solutions. Our technology is paired with the latest in payment security and backed by superior customer service. We help business pay, get paid, optimize, and grow.
RESPONSIBILITIES

Manage and prioritize soft leads from financial institution partners (primarily warm referrals)
Reach out to referred business and non-business customers to understand their needs and present tailored merchant services solutions
Maintain and update a pipeline of leads using CRM tools to track progress, follow-ups, and next steps
Conduct discovery calls and meetings to qualify leads and gather business information
Analyze customer statements to identify savings opportunities and prepare pricing comparisons and proposals
Present merchant services offerings clearly and persuasively, highlighting benefits for the customer's business
Negotiate pricing and terms and guide the customer through the decision-making process
Complete and submit paperwork, ensuring all documentation is accurate and compliant
Coordinate implementation and onboarding, working with internal teams to set up merchant accounts and schedule customer training
BASIC QUALIFICATIONS

Bachelor's Degree in related a field and 0 years experience; OR HS/GED AND 4 years of relevant experience
Must be 18 years of age or older
PREFERRED QUALIFICATIONS

Bachelor's Degree
Merchant Services experience
Benefits

Healthcare (Medical, Dental, Vision)
Paid Time Off, Volunteer Time Off, and Holidays
Employer-Matched Retirement Plan
Employee Stock Purchase Plan
Short-Term and Long-Term Disability
Infertility Treatment, Adoption and Surrogacy Assistance
Tuition Reimbursement
Deluxe Corporation is an Equal Employment Opportunity 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.
Please view the electronic EEO is the Law Poster (http://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf) 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 deluxecareers@deluxe.com .

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