About the Role:

Responsible for managing a line of business serving and supporting Financial Institutions and Corporate clients. Responsible for developing key growth strategies, tactics and action plans required to achieve strategic initiatives.

What You Will Do:

• Responsible and accountable for development and executing sales, relationship management, & retention strategies to deliver growth in accordance with Pathward Managed strategic and financial goals.
• Oversee and manage a team of sales & relationship individual contributors, including establishing and managing KPI’s and objectives aligned with Pathward’s strategic initiatives.
• Accurately forecast future sales and retention opportunities, through pipeline and analytics reporting
• Regularly report to senior management on progress toward sales and retention goals.
• Serve as a business representative at major industry events, conferences, workshops, social media campaigns, trade shows and expositions to retain and attract new clients and Sales Agents.
• Develop and execute lead acquisition and Sales Agent strategies in partnership with the Marketing department.
• Negotiate contracts in line with Legal direction and in the best interest of Pathward.
• Actively participate in annual budget planning and monthly financial reviews.
• Partner with product management, Client Success, marketing and relevant stakeholders to innovate and improve product offerings, technology and services based on aggregated issues, suggestions and client feedback.
• Provide coaching, support and staff development.
• Other duties as assigned.

What You Will Need:

• Bachelor's degree or equivalent education and work experience.
• Typically 5+ years with bachelor's or equivalent.
• Supervise team of relationship and support professionals including hiring, training, assigning and directing work, establishing goals, evaluating performance, and resolving employee-related issues.
• Responsible and accountable for development and executing sales, relationship management, & retention strategies to deliver growth in accordance with Pathward's strategic and financial goals.
• Oversee scheduling, recordkeeping, and workflow considerations of business initiatives such as seasonal campaigns, engagement surveys, and strategic planning.
• Regularly report to senior management on progress toward sales and retention goals.
• Serve as a business representative at major industry events, conferences, workshops, social media campaigns, trade shows and expositions to retain and attract new clients and Sales Agents.
• Maintain positive relationships with clients and facilitates resolutions on any issues or concerns.
• Negotiate contracts in line with Legal direction and in the best interest of Pathward.
• Partner with stakeholders to innovate and improve solutions, technology and services based on aggregated issues, suggestions and client feedback.
• Provide coaching, support and staff development.
• Other duties as assigned.
• Excellent listening and negotiating skills.
• Ability to communicate, present and influence all levels of the organization including executive and C-level.
• Strategic/Critical Thinking
• Leadership
• Presentation Skills

The responsibilities listed above are not all inclusive and may be changed at any time.

Salary range: $72,000 – $120,000

The salary range reflects the minimum and maximum target for a new hire in this role. Individual pay within the range will be determined by multiple factors which can include but are not limited to a candidate’s experience, qualifications, skills, and location. Your recruiter can share more about the specific salary for your location during the hiring process. Ranges may be modified in the future.
This role is also eligible for an annual performance-based incentive opportunity. Pathward offers a comprehensive benefits package for eligible employees, including health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off, and more.)

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