Client Strategy Executive

About the Role
We are seeking a driven and consultative Client Strategy Executive to join our team. In this role, you will be responsible for managing and growing an existing portfolio of clients, driving revenue through strategic upselling, and delivering exceptional customer experiences. You will act as a trusted advisor, helping clients optimize their payment processing solutions while ensuring long-term retention and satisfaction.

Key Responsibilities

• Drive revenue growth by identifying and executing upselling opportunities within an existing client portfolio
• Analyze account profitability and recommend, present, and negotiate service fees
• Build and maintain strong client relationships to ensure high satisfaction and long-term retention
• Deliver a consultative sales approach by identifying client needs and recommending enhancements or upgrades to payment solutions
• Introduce new technologies, partners, and equipment aligned with client goals
• Coordinate and oversee the implementation of solutions and service deployments, ensuring adherence to high quality standards
• Collaborate cross-functionally with internal teams to deliver seamless client experiences
• Proactively resolve daily administrative and operational challenges, including client issues and implementation timelines
• Provide strategic insights and recommendations to management on revenue growth and acquisition opportunities
• Manage the transition of newly acquired accounts between business development and account management teams to ensure smooth onboarding
• Conduct portfolio reviews at the start of the fiscal year to identify growth opportunities and implementation strategies

Qualifications

• Bachelor’s degree in Business, or a related field preferred
• Minimum of 5 years of experience in sales or account management, with demonstrated expertise in:
  • Needs analysis
  • Solution proposals
  • Pricing and contract negotiation
  • Client retention strategies
• Proven ability to engage and influence senior-level decision-makers
• Strong interpersonal and communication skills, with experience collaborating across multiple departments
• Excellent organizational and time management skills, with the ability to manage multiple priorities simultaneously
• Strong analytical and financial acumen, with a focus on revenue growth and profitability
• Knowledge of point-of-sale (POS) systems and payment networks is considered an asset
• Demonstrated leadership and mentoring abilities
• Ability to thrive in a dynamic, fast-paced, and evolving environment

• Opportunity to work in a growth-focused, client-centric environment
• Exposure to innovative payment technologies and solutions
• Collaborative and supportive team culture