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Posted 3 months ago

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Relationship Manager

Brentwood, TNRemoteFull-time

AI Summary

Acts as a liaison between Celero Commerce and its financial institution partners, driving growth through relationship management, product training, and regular reporting.

About this role

As Celero Commerce's new Relationship Manager based in Brentwood, TN, you will leverage consistent communication and subject matter expertise to drive growth within our Financial Institutions channel. You will work closely with our FI sales team to nurture warm relationships with current bank partners and offer product training, regular metrics reporting, and ongoing advisory on our suite of payment solutions.

To thrive in this role, you must:

  • Work closely with our Financial Institutions sales team to onboard and train new bank partners.
  • Pull key metrics from internal resources and deliver monthly reports to partners.
  • Stay up-to-date with the latest features in our product portfolio.
  • Maintain a presence with each of our bank partners through occasional onsite visits (approximately 10% of this role will involve travel).
  • Have a minimum of 2 years of business services experience; banking industry experience a plus.
  • Have advanced knowledge of Microsoft Excel, including the ability to generate residuals and profitability reports for bank partners.
  • After one year, you'll know you were successful if:

  • You developed a strategy for consistent communication with bank partners.
  • You drove portfolio growth by 10-30% and retained current partners.
  • Your bank partners are engaged, confident in our product offerings, and excited to adopt additional or future products.
  • Skills

    Metrics & ReportingMicrosoft ExcelPayment SolutionsProduct TrainingProfitability ReportingResiduals Analysis

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