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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in strategic account management, revenue growth, and client relationship development within the financial services sector. Proficient in structuring large technology deals and analyzing market trends to drive business outcomes.
Highest-signal resume keywords
Strategic Account ManagementRevenue GrowthC-Suite Client RelationshipsLarge Bundled Technology DealsMarket Trend Analysis
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Services ExperienceProfit and Loss ManagementAccount PlanningFinancial ModelingExecutive Communication
Soft Skills
NegotiationClient SatisfactionRelationship Building
Industry Keywords
BankingPayments Domain KnowledgeEnterprise Account PlanningMatrixed Technology OrganizationClient Health Survey
About the role
Key responsibilities & impact- Own a portfolio of strategic, pan-Fiserv client relationships at the C-suite level
- Serve as the primary point of accountability for revenue growth, retention, and client satisfaction across all Fiserv solutions
- Build and execute account plans to expand the Fiserv solution footprint, grow wallet share, and advance joint pipeline with internal Business Units
- Structure and negotiate large bundled technology deals by coordinating across Fiserv Business Units
- Assess account health within the first 90 days by establishing C-level relationships, identifying risks and opportunities, and documenting findings in a prioritized account review
- Monitor market trends, competitive activity, and client-side mergers and acquisitions to anticipate client needs
- Forecast pipeline and financial outcomes accurately against revenue targets, retention metrics, Client Health Survey results, and NPS commitments
- Translate complex, multi-solution Fiserv capabilities into business cases for senior client executives and drive purchase decisions
- Coordinate with internal Fiserv business units and take direction from Enterprise Relationship Managers on account strategy
Requirements
What you’ll need- 12+ years of experience in financial services or banking, including strategic account management and revenue growth for enterprise clients
- 12+ years of experience structuring large bundled technology deals, managing profit and loss (P&L), and driving delivery, sales, and account management outcomes in a large matrixed technology product or services organization
- Experience managing C-suite client relationships to develop strategic account plans and expand solution footprint
- Experience structuring and negotiating large bundled technology deals to meet revenue targets and retain clients
- Experience analyzing market trends and competitive dynamics to identify pipeline opportunities and forecast financial outcomes
- Bachelor's degree or higher in Business, Finance, Technology, or related field, or equivalent combination of education, related experience and/or military experience
- Experience in financial services or banking including regulatory, credit, or payments domain knowledge beyond general technology services
- Experience with graduate-level business education applied to strategic planning, financial modeling, or executive communication in a client-facing role
- Familiarity with enterprise account planning methodologies used in large matrixed technology or financial services organizations
- Experience positioning a broad portfolio of integrated technology solutions to financial institution clients
- Frequent travel (15%+)
- Must currently possess valid and unrestricted U.S. work authorization; candidates requiring current or future sponsorship will not be considered
Benefits
Comp & perks- Fuel Your Life program to support your physical, financial, social, and emotional well-being
- Paid holidays and generous time away policies
- No-cost mental health support through Employee Assistance Programs
- Living Proof program to recognize your peers’ extra effort with points redeemable for rewards
- Eight Employee Resource Groups to foster a collaborative culture and expand your network
- Professional growth with training, development, and internal mobility opportunities
- Medical, dental, vision, life, and disability insurance options available from day one
- Retirement planning including 401k match and discounted shares with the Employee Stock Purchase Plan
- Tuition assistance and reimbursement program
- Paid parental and military leave
- Commission eligibility pursuant to the applicable Fiserv Sales Compensation Plan
