Senior Account Executive

Job/Role Description

• Manage a portfolio of financial institution and payment-processing clients participating in a major card and debit network.
• Support the onboarding of credit, prepaid, and debit card issuers, issuer processors, and clients connecting to a PIN debit gateway.
• Coordinate the onboarding and certification of new card programs launched by existing issuer clients.
• Provide clients with guidance regarding technical specifications, program documents, network rules, and operational requirements.
• Manage client testing and certification activities for new programs, integrations, and network releases.
• Coordinate mandatory biannual release certification activities occurring in April and October.
• Ensure assigned issuers and processors complete required development, testing, and certification activities within established deadlines.
• Review technical specifications and structured data requirements, including flat-file formats, batch-processing requirements, field positioning, and header and trailer records.
• Assist clients with understanding APIs, payment-processing connectivity, data-transmission requirements, and system integrations.
• Review client data and program documentation to identify potential compliance gaps.
• Work directly with clients to resolve noncompliance with published network and program requirements.
• Respond to client questions involving reports, pricing, fees, technical specifications, program rules, and other operational requirements.
• Partner with internal sales, relationship management, technical, and operational teams to onboard and support clients.
• Maintain accurate client and program information within internal systems and account-management applications.
• Support the development, implementation, and maintenance of team workflows in Smartsheet.
• Communicate with clients primarily through email and participate in video meetings as needed.
• Support ad hoc client and operational projects throughout the year.
• Participate in occasional after-hours calls when urgent client production issues occur.

Required Qualifications

• Experience in account management, client services, client onboarding, implementation, payment operations, or technical client support.
• Experience working within banking, financial services, payments, card networks, merchant services, financial technology, or a related industry.
• Ability to manage a portfolio of multiple external clients, projects, or implementations simultaneously.
• Experience reading and interpreting technical specifications, program documentation, contracts, or detailed operational requirements.
• Understanding of payment-processing systems, card programs, issuer operations, payment gateways, or transaction processing.
• Familiarity with system connectivity, APIs, structured data, flat files, or batch-file processing.
• Ability to explain technical and operational requirements clearly to nontechnical and technical stakeholders.
• Experience coordinating client testing, system certification, implementations, or release-management activities.
• Ability to identify compliance or program-requirement gaps and work with clients to resolve them.
• Strong written communication skills, with the ability to manage a high volume of client communication through email.
• Strong client-service, relationship-management, and problem-solving skills.
• Strong organizational skills and keen attention to detail.
• Ability to learn and retain complex technical, operational, and program requirements.
• Ability to collaborate effectively with sales, relationship management, technical, and operational teams.
• Ability to work independently in a fully remote and highly collaborative environment.
• Ability to work Eastern Time Zone hours.
• Must be eligible for conversion to permanent employment.

Preferred Qualifications

• Experience supporting card issuers, issuer processors, payment networks, debit networks, or payment gateways.
• Experience with card-program onboarding, network certification, or biannual payment-network releases.
• Experience reviewing client data to identify compliance or operational issues.
• Advanced Smartsheet application development, workflow creation, or support experience.
• Familiarity with Google Workspace, Salesforce, Tableau, Snowflake, SQL, or similar reporting and client-management tools.
• Experience supporting financial-services clients in a risk, compliance, implementation, or operational capacity.