Fiserv Client Partner IV in Atlanta, Georgia

Position Description

What does a great Client Partner III do?

As a Client Partner III, you will be providing comprehensive solutions to Fiserv’s largest credit union clients. As the primary contact for the client’s executive and/ or senior level managers, you are responsible for managing and growing the overall relationship with key decision makers and influencers at assigned clients to build customer loyalty and increase revenues. This position will demonstrate Fiserv solutions to maximize client’s growth and profitability, utilizing various company resources to ensure client satisfaction, retention and increased profitability for Fiserv.

As a Client Partner III, you can look forward to:

  • Client Relationship*

  • You will establish and maintain effective relationships with the credit union CEO/President and other key senior executive and operational decision makers.

  • You will understand the politics of client’s organization in order to appropriately influence decision makers.

  • Understanding the credit union’s business challenges, strategic objectives, competitive standing, and critical success factors to identify the best Fiserv solutions.

  • You will also use Fiserv's internal resources to establish and maintain an effective relationship with the client.

  • Developing and documenting an Account Plan at least annually that includes the integration of other Fiserv business units, establish a course of action to accomplish specific goals, and take the lead on the Account Plan with other business units.

  • Promote client attendance at Fiserv sponsored events such as annual client conferences, regional client conferences and user group meetings.

Client Retention

  • Develop a plan to proactively secure timely contract renewals.

  • Monitor client satisfaction, facilitate improvement as needed, and maintain contact with client's key partners.

  • Leverage industry trends and Fiserv competition knowledge to demonstrate Fiserv value proposition.

Revenue Maintenance & Growth

  • Achieve annual sales quotas based on add-on products and services and renewals.

  • Understand and promote Fiserv capabilities, solution sets and match those with client’s needs, ensuring that Fiserv increases wallet share with each client through compelling business unit cross sales and Fiserv Enterprise Solutions sales. Enterprise Solutions include Digital Bundle (such as Online Banking, Online BillPay, and Mobile platforms), Card Services, and EMV.

  • Develop formal proposals for additional products & services that address the client’s needs.

  • Ensure a fair return on Fiserv services rendered by following up on any client receivables and negotiating a fair resolution on any items in question

The above statements are intended only to describe the general nature of the job, and should not be construed as an all-inclusive list of position responsibilities.

Basic qualifications for consideration:

  • 7+ years in financial industry, with successful experience selling Fiserv products or financial services, and/or related financial institution leadership experience

  • 5+ years shown success in a sales position servicing major or national accounts within the financial services industry

  • Strategic account planning experience required

  • Ability to travel a minimum 50% travel is required

Preferred qualifications for consideration:

  • Education: Bachelor's Degree is preferred.

  • Credit union industry experience.

  • Knowledge of Fiserv systems preferable with Spectrum

  • Fundamental knowledge of computer systems including host-based systems, especially financial data processing systems

  • Validated ability to establish relationships with senior management or executives and requires minimal supervision and direction

  • Confirmed experience structuring and leading complex multi-million dollar deals

  • Demonstrated success in negotiating with CEO/President and other senior executives

  • Competitive sales renewal ability

  • Consistent record of accomplishment in attaining/exceeding quota based metrics

  • Strong presentation skills

  • Excellent communication skills that include internal communication of client opportunities, issues, escalations and external communication that includes key Fiserv messages

  • Demonstrated leadership coupled with strong business insight

Who we are:

Credit Union Solutions at Fiserv provides integrated account processing solutions for more than one-third of the credit union marketplace, building an innovative foundation for growth, as well as the technology needed to drive efficiency and deliver superior member service in a changing marketplace.

We have a lot to consider, from identifying and adapting to changing regulations and mitigating risk to keeping pace with evolving technology and providing excellent member service. Credit unions’ goals aren’t new. How they achieve them is. With the right tools in place, Fiserv helps credit unions eliminate barriers to growth, realize efficiencies, ensure compliance, face risk issues head on and provide the superior service members deserve.

Want to be a part of a team that effects change? Join our team and see why Fiserv is one of the Most Admired Companies!

//Fiserv is an Equal Opportunity Employer/Disability/Vet.//

Fiserv is an Equal Opportunity Employer/Disability/Vet. Visit for more information.