Client Relationship Representative – Field-Based

Viva Wallet

. Promote the company services by visiting clients’ premises .

Posted 10/10/2026full-timeToscanella • ItalyJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in business development within financial services, with a strong understanding of financial products and services. Capable of effectively engaging clients, managing portfolios, and utilizing CRM systems to enhance customer relationships.

Highest-signal resume keywords

Business Development ExperienceFinancial Products KnowledgeCustomer Relationship Management (CRM)Negotiation SkillsFluency in English and Italian

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Portfolio Performance AnalysisClient ConsultationRegistration Process ManagementProblem ResolutionProduct Presentation

Soft Skills

Organizational SkillsResiliencyObjection HandlingDiversity Management

Tools & Technologies

CRM Systems

Industry Keywords

Financial ServicesClient EngagementMerchant SupportIn-Person SupportIndustry Events

About the role

Key responsibilities & impact

Promote the company services by visiting clients’ premises
Assist merchants with verification and activation processes
Monitor and analyze portfolio performance
Provide in-person support and consultation for existing customers
Engage in both system-scheduled and self-initiated activities
Ensure new merchants in the assigned portfolio complete registration
Support existing merchants in maintaining active usage
Escalate issues by opening cases for problems beyond their resolution scope
Present product features and benefits to clients in a compelling manner
Travel to meet clients and attend industry events

Requirements

What you’ll need

2+ years of experience in business development within a fast-paced environment preferably a financial services institution
Understanding of financial products / services features and advantages
Experience in working with Customer Relationship Management (CRM) systems
Outstanding negotiation skills
Strong organizational and diary management skills
Resiliency and the ability to handle objections
The ability to deal with a diverse client base
Computer literacy & tech mindset
Fluent in English and Italian

Benefits

Comp & perks

Permanent contract via an Employer of Record (EOR)
An attractive performance-based bonus (linked to individual targets and boosted by collective goals)
A comprehensive benefits package in addition to salary (Allowances, group medical plan coverage, etc)
The opportunity to work with a highly motivated team in a dynamic, fast-paced environment
The opportunity to work at an international fintech company with strong cultural diversity