Senior Account Executive

Senior Account Executive

Manage a portfolio of financial institution and payment-processing clients participating in a major card and debit network.

Support the onboarding of credit, prepaid, and debit card issuers, issuer processors, and clients connecting to a PIN debit gateway.

Coordinate the onboarding and certification of new card programs launched by existing issuer clients.

Provide clients with guidance regarding technical specifications, program documents, network rules, and operational requirements.

Manage client testing and certification activities for new programs, integrations, and network releases.

Coordinate mandatory biannual release certification activities occurring in April and October.

Ensure assigned issuers and processors complete required development, testing, and certification activities within established deadlines.

Review technical specifications and structured data requirements, including flat-file formats, batch-processing requirements, field positioning, and header and trailer records.

Assist clients with understanding APIs, payment-processing connectivity, data-transmission requirements, and system integrations.

Review client data and program documentation to identify potential compliance gaps.

Work directly with clients to resolve noncompliance with published network and program requirements.

Respond to client questions involving reports, pricing, fees, technical specifications, program rules, and other operational requirements.

Partner with internal sales, relationship management, technical, and operational teams to onboard and support clients.

Maintain accurate client and program information within internal systems and account-management applications.

Support the development, implementation, and maintenance of team workflows in Smartsheet.

Communicate with clients primarily through email and participate in video meetings as needed.

Support ad hoc client and operational projects throughout the year.

Participate in occasional after-hours calls when urgent client production issues occur.

Required Qualifications:

• Experience in account management, client services, client onboarding, implementation, payment operations, or technical client support.
• Experience working within banking, financial services, payments, card networks, merchant services, financial technology, or a related industry.
• Ability to manage a portfolio of multiple external clients, projects, or implementations simultaneously.
• Experience reading and interpreting technical specifications, program documentation, contracts, or detailed operational requirements.
• Understanding of payment-processing systems, card programs, issuer operations, payment gateways, or transaction processing.
• Familiarity with system connectivity, APIs, structured data, flat files, or batch-file processing.
• Ability to explain technical and operational requirements clearly to nontechnical and technical stakeholders.
• Experience coordinating client testing, system certification, implementations, or release-management activities.
• Ability to identify compliance or program-requirement gaps and work with clients to resolve them.
• Strong written communication skills, with the ability to manage a high volume of client communication through email.
• Strong client-service, relationship-management, and problem-solving skills.
• Strong organizational skills and keen attention to detail.
• Ability to learn and retain complex technical, operational, and program requirements.
• Ability to collaborate effectively with sales, relationship management, technical, and operational teams.
• Ability to work independently in a fully remote and highly collaborative environment.
• Ability to work Eastern Time Zone hours.
• Must be eligible for conversion to permanent employment.

Preferred Qualifications:

• Experience supporting card issuers, issuer processors, payment networks, debit networks, or payment gateways.
• Experience with card-program onboarding, network certification, or biannual payment-network releases.
• Experience reviewing client data to identify compliance or operational issues.
• Advanced Smartsheet application development, workflow creation, or support experience.
• Familiarity with Google Workspace, Salesforce, Tableau, Snowflake, SQL, or similar reporting and client-management tools.
• Experience supporting financial-services clients in a risk, compliance, implementation, or operational capacity.