Practice Solutions Relationship Officer
$81,400–$151,800 year
On-siteTampa, Florida, United States or San Ramon, California, United States
Job Summary
Drive growth initiatives for the Practice Solutions industry vertical by acquiring new clients and expanding relationships with existing ones to achieve portfolio retention and profitability objectives. Execute pre-sales activities including presentations, bids, and proposals while coordinating cash management, credit card, and other product implementations. Serve as the daily sales contact for clients regarding product information, pricing, and requirements, ensuring seamless client experiences through accurate system data maintenance. Gather data to advance the sales process, track implementation requests, and compile post-call information packages to validate client holdings and volumes. Maintain internal control standards by adhering to audit, regulatory, and compliance policies while participating in industry forums to stay apprised of market trends.
Required Qualifications
- 4 - 6 years of relevant experience
- post-secondary degree in related field of study
- equivalent combination of education and experience
- Credit Qualifications
- associated credit knowledge
- skills according to the established qualification standards
- Technical proficiency
- gained through education and/or business experience
- Verbal & written communication skills - In-depth
- Collaboration & team skills - In-depth
- Analytical and problem solving skills - In-depth
- Influence skills - In-depth
- Data driven decision making - In-depth
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