Relationship Manager
Heartland - Crestview, FL
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Job DescriptionJob DescriptionAbout Heartland, A Global Payments Company Every day, Heartland, a Global Payments Company, makes it possible for millions of people to move money between buyers and sellers using our products and unmatched services. Simply, we create meaningful technology centered experiences that enable our customers to prosper. If you want to join a company that unifies every aspect of commerce through software solutions while supporting and serving business ownersthen your expertise will be a perfect fit on our dynamic team here at Heartland. If it's in your nature to work with a passion to provide tangible solutions for everyone you interact with, then join us and let's see what we can accomplish together.Job Summary Responsible for prospecting and running Heartland Payments presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Relationship Manager (RM) you will report to a Division Manager and receive coaching from a Territory Manager. Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Heartland products and services, and maintaining regular communication with the Territory Manager (TM) and/or Division Manager (DM).Your role as an RM is to close sales of our business solutions with merchants throughout the area. You will work closely with your local DM or TM to set appointments with business owners in person or face to face via your network and referral partnerships that you build. You will then run scheduled appointments, uncover needs, and present Heartland Payments solutions to close sales in small to mid-sized businesses. During the training period, your DM or TM will accompany you on your initial appointments to train you on our short-cycle sales process using our tablet based CRM platform, Atlas, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing. After training you will have the opportunity to set your own work schedule to maximize the upside of 100% commission and the residuals on the business you bring in.ResponsibilitiesResponsible for prospecting new clients into the North America Merchant Services realm Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas. Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date. Attend weekly team meeting and weekly one-on-one with leader Additional responsibilities may be assigned as neededMinimum Qualifications 18 years of age or older Valid Drivers License and valid automobile insurance Successful completion of pre-employment background check Completion of mandatory drug screening on or near 60th day of employment Must live in area relative to job posting location At least two years of relevant experience Excellent prospecting, communication, presentation, and networking skills Works well independently and as part of a team Incentive-driven sales hunter Professional demeanor and impeccable integrity High sense of urgency and innate sales talent Enjoys cold-calling and speaking with people face to face Accountable for measurable, high-quality, timely results Ability to be in the field, a minimum of 50% of the time Preferred Qualifications High school diploma/GED Prior experience in a B2B Sales role Prior experience with a CRM tool, such as Salesforce or HubspotCompetencies Awareness Driven Resilient Respectful CommittednessDiversity and EEO Statements Heartland is an organization that stands against racism, intolerance and injustice in all its forms one that respects, honors and celebrates the diversity of our team members and the differences among us. Our commitment to fostering a company culture that values and respects Inclusion and Diversity is steadfast. Standing together as one company, we will continue to work to drive positive change for the communities in which we live and work and stamp out injustice.Heartland, A Global Payments Company, is an equal opportunity employer. Heartland, a Global Payments Company, provides equal employment opportunities to all employees and applicants for Software Relationship Manager employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the Human Resources Department.Company DescriptionOur culture is marked by authenticity, collaboration and a passion to create the ultimate entrepreneurial experience for our customers. We welcome and champion diverse backgrounds, both personally and professionally. Because we know unique experiences and perspectives bring our creativity to life, make us stronger and help us grow. Care, quality and acceptance are at the heart of everything we do. And youll never find yourself on an island: We value transparency, share praise and shoulder responsibility. Thats what it means to be a Heartlander.Company DescriptionOur culture is marked by authenticity, collaboration and a passion to create the ultimate entrepreneurial experience for our customers. We welcome and champion diverse backgrounds, both personally and professionally. Because we know unique experiences and perspectives bring our creativity to life, make us stronger and help us grow. Care, quality and acceptance are at the heart of everything we do. And youll never find yourself on an island: We value transparency, share praise and shoulder responsibility. Thats what it means to be a Heartlander.
Created: 2025-04-19