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 and requirements.

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’re 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 and standard corporate productivity software such as Microsoft Office and Slack. Cloud-based web applications, such as presentation tools like Microsoft Teams or Zoom, will also be used frequently.

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.

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.