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Client Partner III

Company: Fiserv, Inc.
Location: Alpharetta
Posted on: June 12, 2021

Job Description:

What does a great Client Partner III do?

Provide comprehensive solutions to Fiserv's largest credit union clients. Serving as the primary contact for the client's executive and/ or senior level managers, you will be responsible for managing and growing the overall relationship with key decision makers and influencers at assigned clients to create customer loyalty and increase revenues. This position will leverage Fiserv solutions to maximize client's growth and profitability, utilizing various company resources to ensure client satisfaction, retention and increased profitability for Fiserv.

You can expect to:

  • Client Relationship-
  • Establish and maintain effective relationships with the credit union CEO/President and other key senior executive and operational decision makers.
  • Understand the politics of client's organization in order to appropriately influence decision makers.
  • Understand the credit union's business challenges, strategic objectives, competitive standing, and critical success factors to determine the best Fiserv solutions.
  • Leverage Fiserv internal resources to establish and maintain an effective relationship with the client.
  • Develop and document an Account Plan at least annually that includes the integration of other Fiserv business units, establish a course of action to accomplish specific goals, and take the lead on the Account Plan with other business units.
  • Promote client attendance at Fiserv sponsored events such as annual client conferences, regional client conferences and user group meetings.
  • Client Retention-
  • Develop a plan to proactively secure timely contract renewals.
  • Monitor client satisfaction, facilitate improvement as needed, and regularly stay in touch with client's key stakeholders.
  • Leverage industry trends and Fiserv competition knowledge to demonstrate Fiserv value proposition.
  • Revenue Maintenance & Growth-
  • Achieve annual sales quotas based on add-on products and services and renewals.
  • Understand and promote Fiserv capabilities, solution sets and match those with client's needs, ensuring that Fiserv increases wallet share with each client through compelling business unit cross sales and Fiserv Enterprise Solutions sales. Enterprise Solutions include Digital Bundle (such as Online Banking, Online BillPay, and Mobile platforms), Card Services, and EMV.
  • Develop formal proposals for additional products & services that address the client's needs.
  • Ensure a fair return on Fiserv services rendered by following up on any client receivables and negotiating a fair resolution on any items in question

Basic qualifications for consideration:

  • Bachelor's Degree is preferred
  • 5+ years in financial institutions, with successful experience selling services, and/or related financial institution leadership experience, preferably in credit unions
  • 5+ years proven success in a sales position servicing major or national accounts
  • Proven ability to build relationships with senior management or executives and requires minimal supervision and direction
  • Proven experience structuring and leading complex multi-million dollar deals
  • Demonstrated success in negotiating with CEO/President and other senior executives
  • Competitive sales renewal ability
  • Proven track record in attaining/exceeding quota based metrics
  • Strategic account planning experience required
  • Strong presentation skills
  • Excellent communication skills that include internal communication of client opportunities, issues, escalations and external communication that includes key Fiserv messages
  • Demonstrated leadership coupled with strong business acumen
  • Requires ability to influence at multiple levels internally and externally to accomplish business goals
  • Proficiency in working with Micorsoft tools, Teams, Outlook, Word, Excel, PowerPoint
  • Ability to travel 50%

Role is performed remotely within the United States; not eligible in Colorado

Learn more about us.

To support the total well-being of our associates, Fiserv takes a broad approach to our benefits. We offer a comprehensive benefits package that provides flexibility and affordability with a variety of medical, dental, vision, life insurance and disability options.

We are #FISVProud of our benefits and well-being programs. Our commitment to wellness, wellness education, preventive services and fitness activities are designed to meet you where you are.

Want to be a part of a team that effects change? This role supports our credit union products and solutions. These products provide integrated account processing solutions for more than one-third of the credit union marketplace. From identifying and adapting to changing regulations and mitigating risk to keeping pace with evolving technology and providing excellent member service with the right tools in place. Fiserv helps credit unions eliminate barriers to growth, realize efficiencies, ensure compliance, face risk issues head on and provide the superior service members deserve.

Life moves fast. And as it does, we know most people aren't thinking about "financial services" But we are.

We help people and businesses move money and information every minute of every day. Our solutions connect financial institutions, corporations, merchants and consumers to one another, millions of times a day, behind the scenes, reliably and securely.

We're Fiserv, a global leader in Fintech and payments enabling innovative financial services experiences that are in step with the way people live and work today. The company's approximately 44,000 associates proudly serve clients in more than 100 countries, so their customers, members and consumers can move money when and where they need it, at the point of thought.

Our Aspiration is to move money and information in a way that moves the world. As a FORTUNE 500 company and one of FORTUNE Magazine World's Most Admired Companies for the seventh consecutive year, we are committed to excellence and purposeful innovation.

We welcome and encourage diversity in our workforce. Fiserv is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Explore the possibilities of a career with Fiserv and Find Your Forward with us.

Apply Now

Keywords: Fiserv, Inc., Alpharetta , Client Partner III, Other , Alpharetta, Georgia

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