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Client Relationship Advisor

First Data Omaha, NE

Job Description



Position: Client Relationship Advisor

Location Omaha NE

First Data is a global leader in commerce-enabling technology solutions, serving more than six million business locations and 4,000 financial institutions in 118 countries around the world. Our 23,000 owner-associates are dedicated to helping companies, from start-ups to the world's largest corporations, conduct commerce every day by securing and processing more than 2,300 transactions per second and $1.9 trillion per year. First Data is committed to staying at the forefront of our industry, and we are innovating a wide range of next-generation commerce technology solutions to help our clients better detect fraud, gain insights into consumer spending patterns and build customer loyalty. There are many exciting opportunities for talented individuals who would like to join our team and play a meaningful role in helping us shape the future of global commerce.

Position Description Overview

The Client Relationship Advisor plays a key role in the sales and account management process for our largest Financial Institution and/or Merchant clients. This role provides support for all aspects of the sales process, including client communication, marketing, contracts, pricing, data analytics, implementations and service. As a critical sales team member, the incumbent will have in-depth knowledge of our client's business and will help to ensure our delivery of products and services is aligned with client goals.

Job Responsibilities

  • Coordinates with Sales Executives, Account Executives, Legal and Contract teams to prepare RPS documents, client contracts and contract amendments for review/approval.
  • Collaborates with Finance and Product teams to develop pricing strategies that can be leveraged across the Institutional Sales organization.
  • Supports the development and implementation of Marketing and sales-based campaign activities, including monitoring and measuring outcomes.
  • Facilitates the implementation of new processes, procedures and system changes. Coordinates with team and others to identify and implement process improvements that drive greater efficiency and service.
  • Works with Account Executives to identify potential cross-selling opportunities for products and services that could benefit the client and help them grow their business.
  • Collaborates with the Service organization to promptly identify and address escalated client service issues. Works across multiple business units for resolution.
  • Helps facilitate the onboarding of new clients as well as new product or service implementations/conversions. Identifies best practices and implements SOPs in coordination with multiple departments to streamline the onboarding and implementation process.

Scope of Job

Financial Institution and/or Merchant sales


Works with minimal guidance.


Job Requirements

  • Bachelor's degree required
  • 7+ years experience in sales, or account management/client service for large clients
  • Strong analytical and problem-resolution skills
  • Excellent verbal and written communication skills.
  • Financial acumen analytical skills, and experience preparing financial reporting and preparing data for presentation to leaders and clients
  • Strong project management and organizing skills proven ability to manage a project within time and budget expectations
  • Strong influencing and negotiation skills
  • Experience in banking or payments industry a plus
  • Prior experience successfully working in a dynamic, matrix environment
  • Proficiency in MS Office products (Word, Excel, PowerPoint). Proficiency in sales/CRM software a plus.
  • Travel required: Approximately 10-20%


  • Interpersonal Relationships
  • Problem Solving
  • Negotiating
  • Relationship Management

First Data is an Affirmative Action Equal Opportunity Employer (Minorities/Females/Vets/Disabled/LGBT)
First Data provides equal opportunities to all employees and applicants for employment without regard to sex, race, color, religion, marital status, national origin, age, genetic information, sexual orientation, gender (including gender identity/expression), disability, veteran status and military status, pregnancy or pregnancy-related medical conditions, or any other factor that may be protected by law.


Job Details

Date Posted February 20, 2018
Date Closes March 26, 2018
Requisition 2237110
Located In Omaha, NE
SOC Category 00-0000.00

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