Fintech
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Account Executive
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Fintech Join Fintech in Tampa, Florida as an Account Manager! The Account Manager’s primary responsibility is to manage, develop and maintain relationships within Fintech’s retail customer base. Our retailers are made up of grocery, convenience stores and restaurant/hospitality industries. As an Account Manager, you will be responsible for the understanding of the retailer’s business operations as it relates to the beverage alcohol industry. The Account Manager is responsible for servicing these accounts and ensuring the customer is aware and utilizes all current Fintech products. The Account Manager will also assist in solution selling new Fintech products and services to existing retail customers. Key Responsibilities Business Development & Sales Identify and pursue new business opportunities through strategic outreach and referrals. Attend industry trade shows and networking events to promote Fintech and generate leads. Prepare and deliver compelling presentations, proposals, and contracts to prospective clients. Activate and maintain contract services through effective onboarding and documentation. Collaborate with internal teams to implement and support new product sales. Account Management Build and maintain strong relationships with existing retail clients and strategic partners. Understand client operations related to beverage alcohol purchases to identify opportunities for Fintech solutions. Ensure clients are fully utilizing current Fintech products and are informed about new offerings. Conduct regular check-ins, audits, and satisfaction assessments with client contacts. Serve as the primary point of contact for client needs, concerns, and escalations. Client Engagement & Support Maintain accurate and up-to-date client records and contact databases. Coordinate cross-functionally to resolve client issues and support product implementation. Monitor client activity and provide status reports to leadership on progress and goal alignment. Qualifications Bachelor’s Degree preferred; Associate’s Degree accepted with relevant experience. 5+ years of experience in sales, account management, or customer success, preferably in retail, hospitality, or beverage alcohol industries. Experience in regulated retail verticals is a plus. Strong relationship-building and interpersonal skills. Excellent verbal and written communication skills. Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Experience with CRM platforms (Salesforce preferred). Comfortable conducting online demos and speaking in public forums. Highly organized, detail-oriented, and capable of managing multiple priorities. Proven ability to work independently and collaboratively. Willingness to travel as needed. Our Benefits Employer Matched 401K Company Paid Medical Insurance Option for Employee and Dependent Children Company Paid Dental Insurance for Employee Company Paid Vision Insurance for Employee Company Paid Long and Short-Term Disability Company Paid Life and AD&D Insurance 18 Paid Vacation Days a Year Six Paid Holidays Employee Recognition Programs Incentive Compensation Community Outreach Opportunities Business Casual Dress Code About Fintech Fintech, a pioneering accounts payable (AP) automation solutions provider, has dedicated nearly 35 years to automating invoice processing between retail and hospitality businesses, and their supply chain partners. Backed by leading investors TA Associates and General Atlantic, it stands as a leader in this sector. Its flagship product, PaymentSource, was first built for the alcohol industry to provide invoice payment automation between alcohol distributors and their customers across all 50 states. Today, it is utilized by over 267,000 businesses nationwide for invoice payment and collection associated with all B2B business transactions. This proven platform automates invoice payment, streamlines payment collection, and facilitates comprehensive data capture for over 1.1 million business relationships. Recognizing operational hurdles, Fintech expanded its payment capabilities to include scan-based trading/consignment selling for its vendors and retailers and built an advanced CRM tool with functionality to fortify vendor, supplier, and distributor field execution, addressing diverse profit center challenges. Fintech is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances. Fintech’s management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, access to facilities and programs and general treatment during employment. Fintech is a Drug-Free Workplace. We E-Verify.
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Account Executive
role at
Fintech Join Fintech in Tampa, Florida as an Account Manager! The Account Manager’s primary responsibility is to manage, develop and maintain relationships within Fintech’s retail customer base. Our retailers are made up of grocery, convenience stores and restaurant/hospitality industries. As an Account Manager, you will be responsible for the understanding of the retailer’s business operations as it relates to the beverage alcohol industry. The Account Manager is responsible for servicing these accounts and ensuring the customer is aware and utilizes all current Fintech products. The Account Manager will also assist in solution selling new Fintech products and services to existing retail customers. Key Responsibilities Business Development & Sales Identify and pursue new business opportunities through strategic outreach and referrals. Attend industry trade shows and networking events to promote Fintech and generate leads. Prepare and deliver compelling presentations, proposals, and contracts to prospective clients. Activate and maintain contract services through effective onboarding and documentation. Collaborate with internal teams to implement and support new product sales. Account Management Build and maintain strong relationships with existing retail clients and strategic partners. Understand client operations related to beverage alcohol purchases to identify opportunities for Fintech solutions. Ensure clients are fully utilizing current Fintech products and are informed about new offerings. Conduct regular check-ins, audits, and satisfaction assessments with client contacts. Serve as the primary point of contact for client needs, concerns, and escalations. Client Engagement & Support Maintain accurate and up-to-date client records and contact databases. Coordinate cross-functionally to resolve client issues and support product implementation. Monitor client activity and provide status reports to leadership on progress and goal alignment. Qualifications Bachelor’s Degree preferred; Associate’s Degree accepted with relevant experience. 5+ years of experience in sales, account management, or customer success, preferably in retail, hospitality, or beverage alcohol industries. Experience in regulated retail verticals is a plus. Strong relationship-building and interpersonal skills. Excellent verbal and written communication skills. Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Experience with CRM platforms (Salesforce preferred). Comfortable conducting online demos and speaking in public forums. Highly organized, detail-oriented, and capable of managing multiple priorities. Proven ability to work independently and collaboratively. Willingness to travel as needed. Our Benefits Employer Matched 401K Company Paid Medical Insurance Option for Employee and Dependent Children Company Paid Dental Insurance for Employee Company Paid Vision Insurance for Employee Company Paid Long and Short-Term Disability Company Paid Life and AD&D Insurance 18 Paid Vacation Days a Year Six Paid Holidays Employee Recognition Programs Incentive Compensation Community Outreach Opportunities Business Casual Dress Code About Fintech Fintech, a pioneering accounts payable (AP) automation solutions provider, has dedicated nearly 35 years to automating invoice processing between retail and hospitality businesses, and their supply chain partners. Backed by leading investors TA Associates and General Atlantic, it stands as a leader in this sector. Its flagship product, PaymentSource, was first built for the alcohol industry to provide invoice payment automation between alcohol distributors and their customers across all 50 states. Today, it is utilized by over 267,000 businesses nationwide for invoice payment and collection associated with all B2B business transactions. This proven platform automates invoice payment, streamlines payment collection, and facilitates comprehensive data capture for over 1.1 million business relationships. Recognizing operational hurdles, Fintech expanded its payment capabilities to include scan-based trading/consignment selling for its vendors and retailers and built an advanced CRM tool with functionality to fortify vendor, supplier, and distributor field execution, addressing diverse profit center challenges. Fintech is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances. Fintech’s management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, access to facilities and programs and general treatment during employment. Fintech is a Drug-Free Workplace. We E-Verify.
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