Utilized consultative approach to construct tailored processing solutions for a portfolio of Independent Sales Organizations (ISOs). Initial book of business contained 40 ISO accounts, with a focus on:• Optimized client performance and efficiencies through touch point calls and biannual reviews focused on revenue growth, vertical targets, and tactical product integration.• Guided and advised clients on business development and growth, strategic planning.Stepped in to manage neglected/smaller 240 clients. ISOs that required guidance in business strategies, growth plans, redirection of concentration, and forecasting. • Set up process to identify active vs passive clients and set up new support structure to maintain passive clients.• Contract management addressing changes/updates, product amendments, assignment and assumption agreements, residual buyouts and SLA’s.• Showed and sold the clients on our new product lines and the way it helps them not only meet the needs of their merchants but make their relationship more vital and adhesive over a longer period of time.• Product training.• Constructed with Partner Solutions management and ISOs on finding best solution in go forward business.• Worked closely with clients to help grow their business through plan development, product use, and industry trends

• Managed an account portfolio with a multi-billion dollar annual sales volume.• Development of retention strategy for renewing and negotiating referral partner contracts.• Management of both direct and indirect resources utilized in acquisition conversions and sales projects.• Development of proposals for new relationships and negotiation of renewing existing relationships.• Created and developed marketing promotions and collateral for portfolio, attuned to draw in and grow partner lead flow.

• Acquired and maintained new clients and associations to help grow the portfolio of the Partnership Sales Team.• Developed sales strategies and marketing plans to penetrate various sales markets.• Acted as a source for members of the team to come for product knowledge, system requirements, department procedures, and strategies to obtain and meet their individual and departmental goals.

• Handled the resolutions of various escalations that come in daily from both our inside and outside sales teams, operations group and installation teams.• Worked to diagnose problems with point of sale devices and software.• Acted as point of knowledge for system operations and abilities.• Researched issues involving client financial transactions.

• Managed incoming calls and e-mails from Third Party relationship partners - ISO and Agent Banks.• Worked toward retaining, managing and building Third Party relationships by handling day-to-day issues, while creating a strategic client rapport.• Assisted ISO’s and Agent Banks with equipment questions, deposit inquiries, expanding their portfolios, addressing merchant training issues, and instructing on interchange qualification.

• Set up clients with new equipment and entitlements,• Updated client records by customizing the credit card processing abilities to meet their business needs.• Coded/set-up new records and POS adjustments on multiple internal systems