Account Specialist I Position Available In Mecklenburg, North Carolina

Account Specialist I

Job Category:

Account Management

Requisition Number:

ACCOU001735

Posting Details

Posted:

April 2, 2025
Full-Time
Locations
Showing 1 location
Charlotte, NC 28277, USA
Job Details
Description
Summary/Objective
The Paymentus Account Management Team is responsible for the retention, relationship expansion, revenue growth, reference-ability and overall satisfaction of existing Paymentus clients, through proactive communication, situational analysis, client education and information sharing, strategic planning, results driven up-sell/cross sell activities, issue escalation management, and effective marketing and product promotional campaign development.
Essential Functions/ Responsibilities
Collaborate with the Paymentus Client Operations Leadership Team, to work closely with an assigned portfolio. Number of clients and revenue size of portfolio may vary based upon region/territory, and business need ranging between 30 and 40 clients in total. Most clients will generate up to $500k in annual revenue to Paymentus.
Develop formal account plans and client strategies to maximize client satisfaction and drive increased net revenue flow for each respective client, as well as, Paymentus.
Engage clients via telephone, through face-to-face client meetings, virtual meetings, conference/expo interactions, and through written communication, to ensure on-going proactive communication on a monthly basis or more frequently as requested, which is documented in the corporate CRM solution.
Supervisory Responsibility
This position does not have any supervisory responsibility or direct reports.
Education and Experience
Minimum of 2+ years of direct experience in online bill payment, mobile/digital bill payments, electronic bill presentment and money movement required
Must demonstrate advanced knowledge of online and electronic bill payment industry, fundamental understanding of merchant services and credit card association rules, regulations and compliance standards
Must have 2+ years of experience directly managing a portfolio of institutional and/or commercial clients (“Billers/Merchants”), across multiple industries and business verticals, with a proven track record of consistently meeting or exceeding up-sell/cross-sell production goals and revenue retention targets
Must have advanced oral and written communications skills including the ability to make presentations and deliver messaging on complex and sensitive information for audiences at all levels
Proven ability to effectively negotiate contract renewals with a firm understanding of pricing guidelines, product applicability, and acceptable terms and conditions; must be able to influence stakeholders to ensure that all agreements preserve profitability and mitigate risk to Paymentus
Experience preparing comprehensive Request for Proposals, Request for Bids, Vendor Requirement Requests
Must demonstrate level of self-sufficiency to manage portfolio, drive the client relationship, and lead customer meetings without Paymentus leadership presence
Must demonstrate highly effective time management skills to drive the strategic and operational relationship of a portfolio of up to 40 clients
Must demonstrate proficiency in financial modeling with high level understanding of client profitability
Must have understanding of revenue cycle management and revenue collection
Proven ability to comprehend, document and articulate client requirements and business rules for change requests and/or secondary product implementations
Knowledge of diverse business types, industries/verticals, and economic market, with strong financial acumen; industries may include, but are not limited to: Government, Banking & Financial Services, Insurance, Mortgage Servicing, Utilities, Healthcare, Lending
Act as voice of customer, partnering with internal team members to drive any customer issues/escalations to resolution
Experience selling SAAS and/or cloud-based solutions strongly preferred
Familiarity with Salesforce™ or similar CRM strongly preferred
Familiarity with PCI DSS Compliance, credit/debit card association regulations, and NACHA rules strongly preferred
Professional designations such as

CPP, AAP, PMP

are strongly preferred, but not required
Familiarity with Microsoft Office Suite required
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as laptop computers, photocopiers and smartphones.
Physical Demands
Prolonged periods of sitting at a desk and working on a computer. Must be able to lift 15 pounds at times. Must be able to travel.
Position Type/Expected Hours of Work
This is a full-time position. Days and hours of work are Monday through Friday, during normal business hours. Occasional evening and weekend work may be required as job duties demand.
Travel
Travel requirement is up to 35%, however, may be greater or less than during certain periods of the year