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Sr. Associate, Business Onboarding

United States, Plano Employment contract 87700.00 - 100100.00 USD / Year · Job Posted June 29, 2026
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Job Responsibility

  • Manage a portfolio of new small business credit card accounts from the initial application approval through day ~60
  • Provide hands-on one-on-one consultation to customers during the onboarding and ramp process to accelerate credit card purchase volume and product adoption
  • Ask consultative questions to uncover additional opportunities for our suite of payment solutions
  • Actively ask for customer referrals and leverage early success to identify new opportunities for your Acquisition Sales partners
  • Maintain a thorough understanding of the Business Cards & Payments product suite including features and benefits, rewards structure, and online portal
  • Accurately and promptly record all customer interactions in Salesforce
  • Share feedback with Field Sales partners about ways to enhance customer handoff to ensure the best customer experience
  • Be obsessed with helping our customer maximize the card program, while meeting them where they are at with their business

Requirements

  • At least 2 years of sales or customer development experience in a customer-facing role such as Inside Sales, Account Management or Business Development
  • At least 1 year of experience using a CRM software such as Salesforce for client tracking and reporting

Nice to have

  • 2+ years of business-to-business (B2B) sales experience or client management experience
  • Proactive and self-motivated with the capacity to work independently and manage competing priorities
  • Exceptional written and verbal communication skills with a proven ability to influence, persuade and negotiate effectively

What we offer

  • Performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)
  • Comprehensive, competitive, and inclusive set of health, financial and other benefits

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