Treasury Optimization and Merchant Processing Leader
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DIRECT HIRE
Treasury Optimization and Merchant Processing Leader {United States, Remote} | Company Size: 501-1,000
We’re looking for a Treasury Optimization and Merchant Processing Leader with 10+ years of experience in Treasury Services at a bank for a great remote opportunity in the U.S. This position will partner with firm leaders to drive leads, qualify, and close from company’s client base. You will manage 8 independent contractor sales agents. Build and maintain bank relationships to bring new clients as opportunities arise. Provide a deep understanding of treasury functions at banks such that pricing optimization opportunities are discovered and negotiated. This is a great opportunity for someone looking to grow a treasury and merchant processing group.
As the Treasury Optimization and Merchant Processing Leader, you will: Sales / Sales Operations:
Source leads externally (personal relationships)
Manage independent contractor sales agents (8)
Partner with firm leaders to drive leads, qualify and close from company’s client base
Expand existing client relationships (PE groups to other port CO’s)
Run all analysis on pricing
Assist clients in sourcing new loan opportunities and bank RFPs for clients
Build and maintain bank relationships to bring new clients as opportunities arise
Deeply understand treasury function at banks such that pricing optimization opportunities are discovered and negotiated
Leverage our analytics tool to determine pricing
Merchant processing – tons of opportunity here, but a simpler sales experience desired, not required; can be taught
Marketing:
Run webinars, digital campaigns – potentially in partnership with banks – to recruit new clients
Build channel referral partnerships with other partner CPA firms and other associations as applicable to drive referrals
Define go-to-market solutions and package offerings with other complimentary ones; create supporting collateral
Operations:
Add gateway partnerships
Maintain relationships with merchant banks
Develop Learning and Development training to a) educate others at the firm and b) create training materials to support the sales agents and operational resource(s)
Build annual budget & goal setting, managing to success and completion on SMART goals
Administrative:
Closely manage AR and ensure collections on accounts
Participate in internal meetings, presentations, reporting, initiatives
Grow the group of commissioned sales agents
Hire an operational resource to manage day-to-day ops once volume warrants (customer support on merchant processing clients, for example)
Job Requirements for the Treasury Optimization and Merchant Processing Leader:
15-20 years of experience in Treasury Services at a bank
Banking product sales experience
Financial services sales experience
Book of client companies with no non-compete such that you can call on the leads
Attention to detail / ability to manage a wide book of clients
Experience in management of a sales team
Experience in a professional services firm preferred, and at a partnership, ideal
Equal Opportunity: We and our clients are equal opportunity employers who value diversity at our companies. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.