Relationship Manager

Schedule: Monday - Friday, 8:30 AM to 5:00 PM ET Our mission at FiNet is to provide small businesses nationwide with a wide range of modern payment processing options. Through our partnerships with community financial institutions, we can empower merchants to operate more effectively while generating revenue for our partners. Throughout this process, we are committed to offering personalized support that is unparalleled in the payments industry. We’re looking for a driven, energetic, and goal-oriented individual to present payment processing solutions to small business merchants and cultivate critical partner relationships. About the Role As a Relationship Manager, you are essential to procuring new customers and maintaining strong relationships with our referral partners. Unlike typical inside sales or call center positions, we don’t achieve growth by making endless cold calls. Instead, we work closely with community-based financial institutions, who depend on us to provide payment processing solutions for their business customers. A Relationship Manager must balance two separate but essential responsibilities: Acquire new customers Our partners will refer prospects, and then it’s up to you. Every customer relationship presents unique challenges and different opportunities, so there are no scripted sales pitches. Your job is to connect with the customer, understand their pain points and needs, and find the best payment processing solution for their business. If a customer doesn’t see the value in a particular product or service, or if they think a competitor offers something better, you’ll need to be persuasive and use proven sales techniques to present your case. This may involve seeking resources from other internal departments, referral partners, or third‑party processors. Support and grow relationships with our referral partners Each referral partnership is also unique and requires different levels of attention and care. It’s important to understand and successfully interact with a wide range of personalities and assimilate to various corporate cultures. About You You are professional in appearance and demeanor. As a Relationship Manager, you will regularly interact with business owners, banking professionals, referral partners, and prospective customers. Because you serve as a representative of both FiNet and our financial institution partners, you understand the importance of maintaining a professional appearance and demeanor. You consistently conduct yourself in a manner that inspires confidence, reflects credibility, and reinforces the professionalism for which FiNet is known. You are a natural communicator. A successful Relationship Manager will be energetic, outgoing, and professional, with strong communication skills across various mediums. Understanding your audience and communicating information effectively is crucial for a positive stakeholder experience. Active listening is also a vital part of communication, as our customers and partners expect us to be responsive to their needs. Many customers and partners prefer email. Therefore, you must have excellent writing skills and produce correspondence that meets professional standards. You can manage your time efficiently. You will have multiple active prospects in the system simultaneously and must effectively track and manage them. You should be organized and able to multitask, prioritize, and coordinate your time. You are not afraid to tackle anything tech‑related. Most modern payment products have a strong technical component. Therefore, having an intuitive feel for contemporary consumer electronics and web services is crucial. Resources are available in‑house or through our channel partners, but you should be comfortable answering technical‑related questions and participating in product demonstrations. You must have a strong grasp of Windows or macOS for daily use, as well as standard corporate productivity software such as Microsoft Office and Slack. Cloud‑based web applications, such as Microsoft Teams or Zoom, will also be used frequently. You have the proper outlook. You are a problem solver and detail‑oriented, and you continuously strive to achieve the desired results. You set the bar high for quality, both in your work and your approach to it. Although our sales process may seem more laid‑back than other companies, we still value the basic principles of integrity, professionalism, productivity, teamwork, accountability, and putting in a full day’s worth of hard work. You are willing to learn. Understanding the terminology, pricing, technology, and other essential aspects of the payments industry may take some time. Previous experience in merchant services is beneficial, but we will provide the necessary training to help you navigate the industry’s complexities. Because of our referral relationships, our workflow may differ from that of other sales outlets. So, while having prior sales experience is a plus, a Relationship Manager needs to maintain a positive attitude and be open to new ideas and methods. As this role is focused on building relationships, collaborating with others, both internally and through our referral partners or other external channels, is a major component of the position. Compensation A complete compensation package is finalized at the conclusion of the interview process. It will account for our judgment of core competencies and other relevant factors. The expected pay range for this position begins at $40,000 per year, plus commissions based on performance metrics. Benefits Additional benefits include: Health insurance, including vision and dental options 401(k) with company matching Ample time off allocated for vacation and sick time Remote hybrid: Work split between office and home #J-18808-Ljbffr