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Client Solutions Advisor (Account Manager)

Principal Duties: 

The primary objective of the Client Solutions Advisor is to achieve business objectives including Client Retention and Growth.  Lead effective cross-functional relationships between all other departments within and uphold the integrity of’s Mission & Values. 


  • Maintain and grow monthly recurring revenue for’s base of current clients
  • Meet and exceed a quarterly quota of add-on module sales to current clients
  • Manage current client contract renewals
  • Own sales of the Payments Platform and collection of current client merchant services documentation
  • Own the client experience with various cross-functional teams at, on behalf of the client
  • Ensure client satisfaction: escalate service issues and technical demands and act as solutions consultant
  • Consult with clients, understanding current and future business requirements, to ensure client has most optimal solution within’s product portfolio
  • Create and update regular executive summary on key accounts
  • Partner cross-functionally with support, professional services, and sales and marketing departments to drive a positive customer experience and account growth
  • Conduct regular, proactive client business reviews both onsite and remotely
  • Drive opportunities to network clients with one another and with the ecosystem of partners
  • Solution selling into existing account base, introducing new products and services

Education Requirements:

Bachelor’s degree required

Knowledge, Experience and Skill Requirements:

  • 2+ yrs. Account management/customer success experience preferred
  • Possess unique blend of technical expertise and sales acumen wrapped in a strong customer-centric mentality
  • Business-ready, solution-oriented mindset to understand and solve complex customer issues
  • Experience and ability to interact with and influence C-level executives in person and remote
  • Excellent presentation skills; including preparation, documentation and accurate follow up as needed
  • Ability to lead, manage or influence both internal resources as well as customer resources to achieve successful outcomes
  • The successful candidate will possess excellent verbal and written communication skills and good organizational skills.  
  • Demonstrated computer skills (MS Excel, PowerPoint, Word, Outlook, & general PC navigation).
  • Demonstrate in-depth knowledge of products and competitive products, applying that knowledge appropriately and effectively in selling situations.
  • Present a professional image and represent the company in line with stated core values
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