Client Executive III

What makes an excellent Client Executive II?
As a Client Executive II, you will provide comprehensive solutions to Fiserv's largest clients. Serving as the primary contact for the client's executive and/or senior level managers, you will be responsible for leading and growing the overall relationship with key decision makers and influencers at assigned clients to build customer dedication and increase revenues. This position will leverage Fiserv solutions to maximize client's growth and profitability, utilizing various company resources to ensure client satisfaction, retention and increased profitability for Fiserv.
Client Relationships:
Establish and maintain effective relationships with the Fiserv key senior executives and with the Fiserv key senior executives and operational decision makers.
Understand the politics of client's organization in order to appropriately influence decision makers.
Understand client challenges, strategic objectives, competitive standing, and critical success factors to figure out best Fiserv solutions.
Leverage Fiserv internal resources to establish and maintain an effective relationship with the client.
Develop and document an Account Plan at least annually that includes the integration of other Fiserv business units, establish a course of action to accomplish specific goals, and take the lead on the Account Plan with other business units.
Promote client attendance at Fiserv sponsored events such as annual client conferences, regional client conferences and user group meetings.
Client retention:
Develop a plan to actively secure timely contract renewals.
Monitor client satisfaction, facilitate improvement as needed, and regularly stay in touch with client's key partners.
Leverage industry trends and Fiserv competition knowledge to demonstrate Fiserv value proposition.
Revenue maintenance & Growth:
Achieve annual sales quotas based on add-on products and services and renewals.
Understand and promote Fiserv capabilities, solution sets and match those with client's needs, ensuring that Fiserv increases wallet share with each client through compelling business unit cross sales.
Develop formal proposals for additional products & services that address the client's needs.
Ensure a fair return on Fiserv services rendered by following up on any client receivables and negotiating a fair resolution on any items in question.
The above statements are intended only to describe the general nature of the job, and should not be construed as an all-inclusive list of position responsibilities.
Required qualifications:
Bachelor's Degree or equivalent work experience.
Job related experience:
7+ years in financial industry, with successful experience selling Fiserv products or financial services, and/or related financial institution leadership experience.
5+ years proven success in a sales position servicing major or national accounts within the financial services industry.
Additional skills & knowledge:
Validated ability to establish relationships with senior management or executives and requires minimal supervision and direction.
Shown experience structuring and leading complex multi-million dollar deals.
Demonstrated success in negotiating with CEO/President and other senior executives.
Competitive sales renewal ability.
Consistent track record in attaining/exceeding quota based metrics.
Strategic account planning experience required.
Strong presentation skills.
Excellent interpersonal skills that include internal communication of client opportunities, issues, escalations and external communication that includes key Fiserv messages.
Demonstrated leadership coupled with strong business acumen.
Requires ability to influence at multiple levels internally and externally to accomplish business goals.
Proficiency in working with Microsoft tools: Word, Excel, PowerPoint and Outlook.
Preferred Qualifications:
Credit union industry experience.
Knowledge of Fiserv systems.
Fundamental knowledge of computer systems including host-based systems, especially financial data processing systems.
Travel required:
About our business:
Credit Union Solutions at Fiserv provides integrated account processing solutions for more than one-third of the credit union marketplace, building a creative foundation for growth, as well as the technology needed to drive efficiency and deliver superior member service in a changing marketplace.
We have a lot to consider, from identifying and adapting to changing regulations and mitigating risk to keeping pace with evolving technology and providing excellent member service. Credit unions' goals aren't new. How they achieve them is. With the right tools in place, Fiserv helps credit unions eliminate barriers to growth, realize efficiencies, ensure compliance, face risk issues head on and provide the superior service members deserve.

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