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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical capabilities and business acumen to support account management and growth initiatives. Proficient in developing executive presentations and leveraging CRM platforms to enhance client relationships and drive revenue growth.
Highest-signal resume keywords
Business DevelopmentAccount ManagementAnalytical CapabilitiesMicrosoft DynamicsExecutive Presentations
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisMarket ResearchForecastingProject ManagementClient AnalysisBusiness Case DevelopmentSales OperationsFinancial ServicesCRM PlatformsMicrosoft Excel
Soft Skills
Strong Written SkillsStrong Verbal SkillsPresentation SkillsAttention to DetailProblem-Solving Skills
Tools & Technologies
Microsoft PowerPointMicrosoft WordCopilotAI-Enabled Productivity ToolsSales Management Tools
Industry Keywords
PaymentsFintechMerchant ServicesConsultingTelecommunicationsAutomotiveInsuranceUtilities
About the role
Key responsibilities & impact- Support Account Executives and Services leaders in managing and growing strategic merchant relationships
- Contribute to account plans that strengthen client relationships, deepen executive engagement, and accelerate revenue growth
- Analyze client portfolios for growth opportunities, product adoption trends, competitive insights, and strategic recommendations
- Assist with opportunity identification, qualification, tracking, forecasting, and pipeline management
- Support commercialization efforts across Visa’s Services portfolio
- Prepare executive presentations, business reviews, opportunity assessments, account summaries, and leadership communications
- Monitor assigned accounts and industries for developments, competitive activity, organizational changes, and commercial opportunities
- Conduct market research, client analysis, and business case development
- Maintain account, contact, opportunity, and forecasting data in Microsoft Dynamics and other sales management tools
- Partner with Product, Consulting, Marketing, Client Services, Finance, and other Visa teams
- Identify key stakeholders and support engagement strategies across client organizations
- Leverage AI-enabled productivity tools, automation, and analytics to improve portfolio management and client insights
- Support business reviews, strategic planning discussions, pipeline reviews, scorecard reporting, and growth initiatives
- Participate in client meetings, internal leadership forums, and industry events
- Travel up to 10% of the time
Requirements
What you’ll need- 2 or more years of work experience with a bachelor’s degree or an Advanced Degree
- Experience in business development, account management, consulting, analytics, strategy, customer success, client services, sales operations, financial services, or related business functions
- Demonstrated analytical capabilities with the ability to interpret data, identify trends, and develop actionable recommendations
- Strong written, verbal, and presentation skills
- Ability to manage multiple priorities in a fast-paced environment
- Strong organizational and project management skills with attention to detail
- Curiosity, initiative, and problem-solving skills
- Ability to build effective working relationships and collaborate across a matrixed organization
- Experience developing executive presentations, business cases, reports, dashboards, and client-facing deliverables
- Experience leveraging CRM platforms, sales management tools, analytics solutions, and AI-enabled productivity tools
- Strong business acumen
- Proficiency in Microsoft Excel, PowerPoint, Word, Microsoft Dynamics, Copilot, and related business productivity applications
- Familiarity with payments, fintech, merchant services, bill payment, recurring payments, consulting, telecommunications, automotive, insurance, utilities, or financial services industries is a plus
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- 401(k)
- FSA/HSA
- Life insurance
- Paid Time Off
- Wellness Program
- Potential bonus
- Equity eligibility
- Potential sales incentive payments (if applicable)