Account Manager

Job summary

The Account Manager will support relationship managers in the operational management of a national account portfolio to ensure high-quality client experiences. Responsibilities include resolving complex issues, executing upsell initiatives, and analyzing client data to drive revenue growth.

Job details

Calling all innovators – find your future at Fiserv. We’re Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day – quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we’re involved. If you want to make an impact on a global scale, come make a difference at Fiserv. Job Title Account Manager About your role: At Fiserv, we partner with financial institutions and enterprises to deliver payments, processing, and financial technology solutions that drive client outcomes. You will support Relationship Managers in the day-to-day operational management of our national account portfolio, resolving complex issues and ensuring a consistent, high-quality client experience that protects and grows revenue. What you’ll do: Resolve complex client issues and navigate customer challenges with a focus on increasing client satisfaction and retention. Execute add-on sales and upsell/cross-sell initiatives to optimize and protect revenue while controlling renewal compressions. Analyze client data to identify trends, inform account strategies, and produce actionable reports for Relationship Managers and leadership. Organize and manage multiple accounts with attention to detail; prioritize tasks and coordinate across internal teams to meet client SLAs. Communicate proactively with clients, ensuring clarity on issue resolution, service delivery, and commercial changes. Coordinate escalations, track account KPIs, and maintain accurate account and opportunity records in eCRM. Responsibilities listed are not intended to be all-inclusive and may be modified, as necessary. Experience you’ll need to have: 3+ years of experience in strategic account management and client retention for enterprise or national accounts. 3+ years of experience in executing add-on sales, upsell, and revenue optimization strategies. 2+ years of experience in CRM platforms such as Salesforce (Sales Cloud) and CRM data management. 2+ years of experience in analyzing client data using SQL, Excel, Tableau, or similar BI/reporting tools. 3+ years of experience in payments or financial services product knowledge and relevant standards such as PCI DSS or NACHA. 3+ years of equivalent combination of educational background, related experience, and/or military experience. Experience that would be great to have: Bachelor’s degree or equivalent experience. 4+ years of experience in the financial services industry. 4+ years of experience using Salesforce and CRM analytics. How you’ll work: This role is on-site 3 days a week and 2 remote days per week. Fiserv considers in-person collaboration to be an essential part of this role as in-person office experiences help you with your overall onboarding experience and leads to stronger productivity. This role requires the use of a computer and audio equipment. Sponsorship: Applicants must be legally authorized to work in Canada to be considered for this position. The company is not offering visa or work permit support. Only candidates who are Canadian citizens, permanent residents or who hold a valid open work permit will be considered for this role. Benefits at Fiserv: Fuel Your Life wellness program with activities and rewards to support total well-being Paid statutory holidays, Recharge & Refuel vacation (years-of-service tiers), and a Paid Sick Time program No-cost, confidential support through the Employee Assistance Program (EAP) for you and household members Recognition through Living Proof, with points redeemable for merchandise and gift cards Eight Employee Resource Groups to build connection and inclusion RRSP with 100% company match up to 5%, a Non-Registered Savings Plan (NREG), and an Employee Stock Purchase Plan (ESPP) Comprehensive extended health care and vision benefits, plus dental coverage Company-paid Basic Life and AD&D, with optional life and AD&D coverage available Company-paid Short-Term Disability and Long-Term Disability income protection Emergency medical coverage for out-of-province/out-of-country travel via extended health benefits Salary Range: $64,000.00-$80,000.00 Thank you for considering employment with Fiserv. Please: Apply using your legal name Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable). Our commitment to Diversity and Inclusion: Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law. Note to agencies: Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions. Warning about fake job posts: Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.

What you’ll do

The Account Manager will support relationship managers in the operational management of a national account portfolio to ensure high-quality client experiences. Responsibilities include resolving complex issues, executing upsell initiatives, and analyzing client data to drive revenue growth.

Requirements

Candidates must have at least 3 years of experience in strategic account management and payments or financial services. Proficiency in CRM platforms like Salesforce and data analysis tools such as SQL or Excel is required.

Benefits

• Wellness program • Paid statutory holidays • Paid vacation • Paid sick time • Employee assistance program • Recognition program • Employee resource groups • RRSP with company match • Non-registered savings plan • Employee stock purchase plan • Extended health care • Vision benefits • Dental coverage • Basic life insurance • AD&D insurance • Short-term disability • Long-term disability • Emergency medical travel coverage

Listed skills

• SQL · Preferred
• Tableau · Preferred
• Account Management · Preferred
• Data analysis · Preferred
• Microsoft Excel · Preferred
• client relations · Preferred
• Upselling · Preferred
• Salesforce · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Account management
• Client retention
• Salesforce
• CRM data management
• SQL
• Excel
• Tableau
• Business intelligence
• Payments industry
• Financial services
• PCI DSS
• NACHA
• Revenue optimization
• Upselling
• Data analysis
• Client relations
• Account Strategy
• Product Knowledge
• Cross-Selling
• Financial Technology (FinTech)
• Salesforce Sales Cloud
• Account Management
• Emergency Medical Services
• Business Intelligence
• Customer Relationship Management
• Management
• Communication
• Data Management
• Electronic Customer Relationship Management (ECRM)
• Employee Assistance Programs
• Employee Stock Purchase Planning
• Sales
• Financial Services
• Leadership
• Key Performance Indicators (KPIs)
• Merchandising
• Payment Card Industry (PCI) Data Security Standards
• Personally Identifiable Information
• Purchasing
• SQL (Programming Language)
• Tableau (Business Intelligence Software)
• Prioritization
• Disability Income
• Reporting Tools
• Detail Oriented

Job areas

• Sales
• Finance & Accounting
• Customer Service & Support
• Management & Leadership
• Technology
• Account Manager
• Account Manager (General)
• Commercial Sales Representatives
• Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products