Incubation Portfolio Manager
Usbank · Knoxville, Tennessee, United States
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often—that’s what we call the courage to thrive. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive. Try new things, learn new skills and discover what you excel at—all from Day One.
As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals—no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we’re building a range of tailored payment solutions powered by the latest technology. As part of our team, you can explore what motivates and energizes your career goals: partnering with our customers, our communities, and each other.
Job DescriptionAs an Incubation Portfolio Manager within Elavon's Third Party Sales Channel (MSP Channel), you will serve as the strategic relationship manager and primary point of contact for newly boarded Merchant Service Providers (MSPs), ISOs, Payment Facilitators, and other strategic partner organizations. You will be responsible for driving revenue growth, accelerating partner onboarding and activation, providing consultative guidance, and helping partners successfully scale their business during the incubation lifecycle. As a key contributor, you will play a pivotal role in training clients on processes, procedures, products, and services through various channels, including phone calls, web-based training sessions, and on-site visits.
Key Responsibilities
Partner Relationship Management & Growth
- Manage a portfolio of MSP, ISO, Payment Facilitator, and strategic partner relationships through the incubation lifecycle.
- Drive new merchant sales, processing volume, revenue growth, and partner activation performance.
- Maintain open, proactive communication with partner executives, sales leaders, and operational teams.
- Serve as a trusted advisor and strategic consultant to partner stakeholders.
- Conduct regular business reviews, Quarterly Business Reviews (QBRs), and executive partner meetings to evaluate performance and identify growth opportunities.
- Support partner graduation and transition planning to long-term portfolio management teams.
Partner Enablement & Training
- Lead partner onboarding, implementation coordination, readiness reviews, and training engagement activities.
- Deliver training on Elavon's products, services, operational processes, sales tools, and merchant onboarding procedures through virtual and in-person channels.
- Train partners on pricing programs, statement analysis, compensation structures, and sales best practices.
- Provide ongoing coaching and education to improve partner sales effectiveness and product knowledge.
- Manage partner certification requests and coordinate certification testing and completion requirements.
- Partner with Solution Engineering, Training, Product, and Business Enablement teams to support new solution launches and partner readiness initiatives.
Sales Development & Revenue Optimization
- Provide consultative support on pricing strategies, portfolio optimization, proposal development, and revenue growth opportunities.
- Identify partner pipeline opportunities and align internal resources to help partners win new business.
- Support adoption of strategic products and solutions, including payment gateways, POS solutions, value-added services, service fee and surcharge programs, ecommerce capabilities, funding solutions, and emerging payment technologies.
- Review compensation reporting and business performance metrics with partners.
- Provide sales expansion, marketing support, and growth planning assistance.
Operational Excellence & Escalation Management
- Coordinate cross-functional support for partner escalations involving onboarding, underwriting, compliance, risk reviews, funding, implementation, merchant servicing, and operational issues.
- Act as the central point of coordination for high-priority partner issues and ensure timely resolution.
- Participate in recurring meetings with Product, Business Enablement, Project Management, Operations, and partner-facing teams to review successes, identify challenges, and provide partner feedback.
- Communicate critical updates, pricing changes, upcoming initiatives, product enhancements, and marketing efforts to partners.
- Assist with pilot programs, strategic initiatives, and partner feedback programs.
Portfolio Analytics & CRM Management
- Maintain accurate opportunity, pipeline, onboarding, and escalation records within Salesforce and related CRM platforms.
- Monitor portfolio performance including applications, activations, processing volume, revenue growth, attrition, profitability, and partner health metrics.
- Analyze performance trends and present actionable recommendations that drive business growth.
- Track onboarding and activation progress to ensure partners meet incubation milestones and business objectives.
Relationship Building & Industry Engagement
- Conduct periodic onsite visits, partner meetings, training sessions, conferences, and industry events to strengthen relationships and identify growth opportunities.
- Develop deep understanding of partner organizations, cultures, sales strategies, and operational models.
- Foster strong relationships across Elavon teams to improve collaboration and enhance the partner experience.
Basic Qualifications
- Bachelor's degree or equivalent work experience.
- Four or more years of experience in payments, financial services, merchant acquiring, partner management, sales, business development, relationship management, or channel sales.
- Demonstrated track record of revenue growth and partner relationship management.
- Ability to travel up to 25%.
- Excellent communication, presentation, and relationship management skills.
- Electronic Transaction Association Certified Payments Professional or willingness to obtain.
Preferred Qualifications
- Deep understanding of the payments ecosystem, including merchant acquiring, gateways, POS solutions, ecommerce, value-added services, pricing models, and partner distribution channels.
- Experience managing MSPs, ISOs, Payment Facilitators, referral partners, or channel sales organizations.
- Experience facilitating partner onboarding, enablement, certification, and implementation programs.
- Proven success driving sales growth and business development initiatives.
- Experience conducting executive business reviews and presenting performance results to senior leadership and partner executives.
- Knowledge of merchant onboarding, underwriting, risk management, compliance, AML requirements, and operational processes.
- Ability to navigate complex partner escalations and effectively coordinate cross-functional stakeholders.
- Strong analytical skills with experience interpreting revenue trends, activation performance, compensation reporting, attrition data, and portfolio performance metrics.
- Experience working with Salesforce, Tableau, Power BI, Excel, and CRM reporting tools.
- Advanced Microsoft Excel capabilities, including formulas, pivot tables, lookups, reporting, and data analysis.
- Strong presentation, facilitation, and public speaking abilities.
- Ability to influence without authority and successfully collaborate across Sales, Product, Operations, Risk, Compliance, Finance, Marketing, and Technology organizations.
- Strong project management, organizational, and problem-solving skills.
Success Measures
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