Sales & Relationship Support Lead
$120k - $198kBentoBox
Sales & Relationship Support Lead
Calling all innovators - find your future at Fiserv.
We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv.
About Your Role:
As a Sales & Relationship Support Lead, you will manage the sales pipeline and support client relationships before and after implementation to help drive growth, retention, and execution against program goals. You will partner closely with account executives, sales representatives, solution consultants, client relationship specialists, and the product owner to coordinate prospect activity, improve client experiences, and support accurate, timely sales processes.
What You'll Do:
- Manage the sales pipeline in partnership with the product owner, account executives, and sales representatives to support pipeline visibility, forecast accuracy, and progress toward annual operating plan goals
- Coordinate prospect pre-diligence intake and track responses to ensure inquiries are addressed within established service level agreement timelines
- Perform quality assurance reviews for pricing and pro forma submissions to verify accuracy, completeness, and alignment with program requirements before delivery to the sales team
- Support client relationship management activities by addressing escalations, reducing client friction, and helping maintain client retention and portfolio growth
- Partner with sales teams and solution consultants to support client presentations, onboarding, offboarding, training, and education activities
- Monitor client portfolio performance against defined growth goals and communicate risks, issues, and opportunities to the product owner early and consistently
- Build effective working relationships across cross-functional stakeholders in a matrixed environment to support revenue generation and operational execution
- Responsibilities listed are not intended to be all-inclusive and may be modified as necessary.
Experience You'll Need To Have:
- 6+ years of experience in sales, relationship management, or account support within banking, financial services, or a related industry
- 6+ years of experience managing sales pipeline activity, supporting revenue growth, and coordinating prospect or client activity across cross-functional stakeholders
- 6+ years of experience working in a matrixed business environment with business stakeholders across sales, product, and client-facing teams
- Experience performing quality reviews for pricing, pro forma, or comparable sales support documentation with a high degree of accuracy and completeness
- Demonstrated written and verbal communication skills with experience presenting information clearly to internal stakeholders and clients across multiple levels
- Ability to manage multiple priorities simultaneously while maintaining quality, accuracy, and timeliness of deliverables
- Bachelor's degree in business or a related field, or equivalent combination of education, related experience and/or military experience
Experience That Would Be Great To Have:
- Experience supporting client onboarding and offboarding processes
- Experience with client retention strategies, portfolio growth tracking, and escalation management
- Experience partnering with solution consultants or sales teams on client presentations and training
- Experience using customer relationship management and sales pipeline management tools
How You'll Work:
- Berkeley Heights, NJ: This role follows a hybrid work model and is expected to be in the office on Tuesday, Wednesday and Friday. In the future, this role will move to be fully onsite, Monday-Friday.
- Omaha, NE: This role is on-site Monday through Friday.
- Fiserv considers in-person collaboration to be an essential part of this role as in-person office experiences help you with your overall onboarding experience and leads to stronger productivity.
- This role requires use of a computer and audio equipment.
Sponsorship:
You must currently possess valid and unrestricted U.S. work authorization to be considered for this role. Individuals with temporary visas including, but not limited to, F-1 (OPT, CPT, STEM), H-1B, H-2, or TN, or any candidate requiring sponsorship, now or in the future, will not be considered for this role.
Benefits At Fiserv:
- Fuel Your Life program to support your physical, financial, social, and emotional well-being.
- Paid holidays and generous time away policies.
- No-cost mental health support through Employee Assistance Programs.
- Living Proof program to recognize your peers' extra effort with points redeemable for rewards.
- Eight Employee Resource Groups to foster a collaborative culture and expand your network.
- Unparalleled professional growth with training, development, and internal mobility opportunities.
- Medical, dental, vision, life, and disability insurance options available from day one.
- Retirement planning including 401k match and discounted shares with the Employee Stock Purchase Plan.
- Tuition assistance and reimbursement program.
- Paid parental and military leave.
Salary Range $120,000.00 - $198,000.00. These pay ranges apply to employees in New Jersey and New York. Pay ranges for employees in other states may differ.
It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran.
For incentive eligible associates, the successful candidate is eligible for an annual incentive opportunity which may be delivered as a mix of cash bonus and equity awards in the Company's sole discretion.
Thank you for considering employment with Fiserv. Please:
- Apply using your legal name
- Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable).
Our commitment to Equal Opportunity:
Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law.
If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contact View email address on click.appcast.io. Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiserv's Disability Accommodation Policy for additional information.
Note to agencies:
Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions.
Warning about fake job posts:
Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.
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