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Sr. Payment Advisor, Healthcare in Various at KeyBank

Date Posted: 1/4/2021

Job Snapshot

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Job Description

Sr. Payment Advisor, Healthcare

KeyBank is changing the way existing clients and prospective customers think about their banking partnerships and long term solutions in order to reduce manual processes and leverage best of breed technology to compliment traditional Treasury Management solutions.

Key Bank’s healthcare team focuses on providers (hospitals, large practices, clinics), health insurance companies, and other healthcare-related companies with the specific goal of driving efficiencies in the payment process. As a Healthcare Payment Advisor, your role will be to thoroughly understand the issues confronting your clients or prospects, and recommend solutions based on industry knowledge and Key’s healthcare product set.

By partnering with KeyBank Healthcare Relationship Managers, who currently manage the banking relationships with our clients, you will:
  • Serve as the client's trusted advisor for payment solutions to develop, manage and retain profitable client relationships and deliver subject matter expertise to client and prospects.
  • Be accountable for and contribute to the team's overall portfolio growth.

  • Maintain a strong understanding of the healthcare industry’s payment process, the regulatory environment and the key drivers impacting both providers and health plans.
  • Build and maintain collaborative relationships with the Relationship Managers at Key to acquire, expand and retain business clients who have treasury management needs. Partner with Relationship Managers in performing strategic dialogs to turn prospects into clients.
  • Effectively identify client needs and provide solutions, and participate in various aspects of client management, in-person client calling, and relationship reviews for clients.
  • Manage portfolio to deepen existing relationships through proactive identification of integrated solutions to unmet client needs. Partner with Relationship Manager's in identifying opportunities for clients and prospects. Build and maintain strong networks with Centers of Influence (COI's).
  • Working with Sales Analyst, effectively prepare sales presentations, relationship reviews, business process reviews providing comprehensive recommendations based on client cash management needs.
  • Record accurate, relevant and current status of sales opportunities and activities in Salesforce.
  • Act with a sense of urgency to respond to client and partner requests.
  • Leverage implementation and client management teams, ensuring superior on-boarding and excellent client experience. Accountable for appropriate documentation execution.
  • Adhere to all Risk policies and procedures.

  • Bachelor's Degree or similar work experience
  • A minimum of 5 years cash management consultative sales experience, or a minimum of 2 years’ experience in a related field selling FinTech solutions – such as Clearinghouse, Patient Payment Solutions, revenue cycle consulting, etc.
  • Middle Market clients- $500MM to $2B+ client experience
  • Strong financial acumen including the ability to read and understand income statements
  • Ability to map payment products and functionality to the working capital cycle and revenue cycle in order to provide consultative solutions to clients
  • Ability to effectively utilize consultative and strategic solution selling skills and deliver products and services by defining needs and consequent solution value proposition
  • Knowledge and understanding of principles and practices associated with analysis of business operations and understanding of how the healthcare payments process, claims payment, revenue cycle and finance departments work
  • Knowledge and understanding of financial concepts, payment processing, commercial banking operations and supply chain management is an advantage
  • Proven ability to grasp complex businesses and understand processes
  • Proven track record of over performance; exceptional negotiating and closing skills; strong communication skills
  • Self-motivated and ability to participate effectively in a highly collaborative work team
  • Certified Treasury Professional (CTP) certification preferred
  • The ability to travel 20% throughout Market
*** Role is open on location.


KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.


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