Manager, FI Solutions

Pathward
Sioux Falls, Louisville
Workplace: RemoteFull timeUSD 72,000 - 120,000 annuallyFunction: SalesExperience: 5+ yearsSkills: ["Leadership","Strategic/critical thinking","Presentation skills","Communication","Listening and negotiating"]

Lead a business line serving Financial Institutions and corporate clients by owning sales, relationship management, and retention strategies aligned to Pathward’s strategic and financial goals. Manage a team of sales and relationship contributors, set KPIs, forecast pipeline opportunities using reporting/analytics, and present progress to senior leadership. Drive lead acquisition and Sales Agent strategies, negotiate contracts, represent Pathward at major industry events, and coach your team while partnering with stakeholders to improve offerings.

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Pathward
Pathward
1 day ago

Manager, FI Solutions

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Last checked: 4 hours agoStatus: Live

Job Summary

Lead a business line serving Financial Institutions and corporate clients by owning sales, relationship management, and retention strategies aligned to Pathward’s strategic and financial goals. Manage a team of sales and relationship contributors, set KPIs, forecast pipeline opportunities using reporting/analytics, and present progress to senior leadership. Drive lead acquisition and Sales Agent strategies, negotiate contracts, represent Pathward at major industry events, and coach your team while partnering with stakeholders to improve offerings.
Location: Sioux Falls, Louisville
Workplace: Remote
Employment Type: Full time
Job Function: Sales
Seniority: Manager level

Key Responsibilities

  • •Manage a line of business serving and supporting Financial Institutions and corporate clients, developing and executing growth strategies and action plans.
  • •Lead and oversee a team of sales and relationship individual contributors, including KPI and objective setting aligned to strategic initiatives.
  • •Accurately forecast future sales and retention opportunities using pipeline and analytics reporting, and report progress to senior management.
  • •Represent the business at industry events and conferences to retain and attract clients and Sales Agents.
  • •Develop lead acquisition and Sales Agent strategies with Marketing; negotiate contracts in line with Legal direction; coach and support staff development.

Pay and Benefits

Salary: USD 72,000 - 120,000 annually
Perks:Health Insurance401kLife InsuranceDisability BenefitsPaid Leave

Key Requirements

  • •Bachelor’s degree or equivalent education and work experience.
  • •Typically 5+ years with a bachelor’s or equivalent.
  • •Supervise a team of relationship/support professionals, including hiring, training, assigning work, setting goals, evaluating performance, and resolving employee-related issues.
  • •Develop and execute sales, relationship management, and retention strategies aligned with Pathward’s goals.
  • •Maintain positive client relationships and facilitate resolutions to client issues and concerns.
Experience:5+ years
Skills:LeadershipStrategic/critical thinkingPresentation skillsCommunicationListening and negotiating

Company Brief

Pathward
Provides banking-as-a-service APIs, card issuing, deposit and payment solutions for fintechs, businesses, and partners. Offers integrated banking products including debit cards, program management, and compliance services to enable financial product delivery.
Industry: Fintech Infrastructure
Growth: Established Company
WebsiteLinkedIn