Deluxe · 3 weeks ago
Account Executive - Merchant Services - Financial Institution
United States
Full-time
Remote
New Grad, Entry, Mid Level
0+ years expDeluxe is an industry-leading payment processing company providing powerful in-store, online, and mobile payment solutions. The Account Executive is responsible for fostering relationships with Financial Institution partners and managing leads to present tailored merchant services solutions.
Email MarketingFinancial ServicesInformation TechnologyPaymentsSEOSmall and Medium BusinessesWeb Hosting
Responsibilities
Manage and prioritize soft leads from financial institution partners (primarily warm referrals)
Reach out to referred business and non-business customers to understand their needs and present tailored merchant services solutions
Maintain and update a pipeline of leads using CRM tools to track progress, follow-ups, and next steps
Conduct discovery calls and meetings to qualify leads and gather business information
Analyze customer statements to identify savings opportunities and prepare pricing comparisons and proposals
Present merchant services offerings clearly and persuasively, highlighting benefits for the customer’s business
Negotiate pricing and terms and guide the customer through the decision-making process
Complete and submit paperwork, ensuring all documentation is accurate and compliant
Coordinate implementation and onboarding, working with internal teams to set up merchant accounts and schedule customer training
Qualification
Required
Bachelor's Degree in related a field and 0 years experience; OR HS/GED AND 4 years of relevant experience
Must be 18 years of age or older
Preferred
Bachelor's Degree
Merchant Services experience
Benefits
Healthcare (Medical, Dental, Vision)
Paid Time Off, Volunteer Time Off, and Holidays
Employer-Matched Retirement Plan
Employee Stock Purchase Plan
Short-Term and Long-Term Disability
Infertility Treatment, Adoption and Surrogacy Assistance
Tuition Reimbursement
Company
Deluxe
Deluxe is a finacial services company that provides financial institutions deepen customer relationships through technology solutions.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Barry McCarthy
President and Chief Executive Officer
Kim Cross
Chief Human Resources Officer
Recent News
Government Technology US
2025-10-03
2025-10-02
Company data provided by crunchbase