Role Description Take the next step in your career with an organization that’s driving transformation in payments—consistently recognized as a top workplace and built for professionals who want to drive tangible results. We are seeking a Client Manager Representative – Treasury & Payments Solutions to lead and grow a portfolio of middle market clients within Deluxe’s Payments organization. This role operates as a strategic advisor and relationship leader, responsible for optimizing client payment operations, protecting revenue, and driving growth through treasury-focused solutions. The ideal candidate will build and maintain relationships with finance leaders, treasury teams, and executive stakeholders, serving as the primary relationship manager and trusted advisor across payment and treasury operations. This individual will own and expand a defined portfolio of business clients while proactively developing new business opportunities through strategic networking, referrals, and targeted outreach. This role is fully remote, offering flexibility while providing opportunities for in-person engagement through periodic travel to client meetings, industry events, and conferences. The Role: - Lead and grow a diverse portfolio of Deluxe’s existing payments clients, owning the strategy to protect market share and drive revenue expansion. - Serve as a trusted advisor—delivering proactive insights, consultative guidance, and high-impact engagement across the client lifecycle. - Build and expand executive-level relationships, ensuring responsive and high-quality client interactions. - Drive client success through a deep understanding of payment and treasury needs. - Collaborate cross-functionally to align the right Deluxe resources and solutions. - Deliver a seamless, value-driven client experience while enabling clients to fully leverage both high-touch support and digital self-service capabilities. - Own and exceed revenue targets by driving aggressive growth within an assigned portfolio. - Generate net-new business pipeline through proactive outbound prospecting, strategic networking, referral development, and targeted market outreach. - Lead sales initiatives for add-on services and cross-sell solutions aligned to client needs. - Execute pricing strategies, including client price increases, in alignment with contractual terms and company initiatives. - Own the renewal strategy, proactively managing client agreements to retain revenue and strengthen at-risk relationships. - Manage, plan, and execute within a virtual territory model, overseeing a high-volume portfolio of hundreds of client accounts. - Take full ownership of market performance, balancing growth, retention, and client engagement priorities. - Maintain disciplined pipeline management and forecasting through CRM. - Serve as the primary point of contact, building strong relationships and delivering timely, high-quality client engagement. - Identify potential program concerns and proactively guide clients to appropriate internal partners. - Educate clients on available self-service tools and digital resources. - Stay ahead of market trends, competitive threats, and emerging opportunities. - Provide actionable feedback to leadership to improve go-to-market execution, product positioning, and territory performance. Qualifications - Bachelor’s degree and 1 year of related experience, or HS/GED and 5 years of related experience. - Experience working in direct sales in a Business to Business (B2B) environment in the payments industry. Requirements - CTP certification. - Experience in managing time, prioritization, and accounts within mid-size client relationships. - Track record of penetrating and building trusted relationships with C-suite and executive stakeholders. - Strong ability to navigate complex, non-standard client situations and deliver practical, results-driven solutions. - Excellent communication and presentation skills. - Proficient in Microsoft Office Suite, utilizing tools like Excel and PowerPoint. - Proven history of exceeding annual quota and driving revenue growth for the company. - Experience in time management, prioritization, territory, and account management selling into small to mid-size accounts. - Demonstrated success building key relationships within the C-Suite and departmental leadership teams. - Ability to solve practical problems and deal with a variety of concrete variables. Benefits - Healthcare (Medical, Dental, Vision). - Paid Time Off, Volunteer Time Off, and Holidays. - Employer-Matched Retirement Plan. - Employee Stock Purchase Plan. - Short-Term and Long-Term Disability. - Infertility Treatment, Adoption and Surrogacy Assistance. - Tuition Reimbursement.