Senior Commercial Planning & Initiatives Associate — Payments - Senior Associate

Drive commercial outcomes through structured planning, actionable insights, and disciplined follow-through. In this role, you will support senior commercial leadership by building the reporting and tooling that clarify performance, strengthen pipeline visibility, and accelerate decision-making—while leading priority initiatives across Merchant Services.

As a Senior Commercial Planning & Initiatives Associate within Merchant Services (Payments), you will build materials that directly interact with senior stakeholders across Merchant Services and cross-functional teams such as Product, Strategy, Finance, Sales & Relationship Management to translate leadership priorities into measurable plans, high-quality executive materials, and delivered results.

Job Responsibilities

• Own the commercial planning cadence (e.g., annual/quarterly planning, goal setting, performance rhythms), including KPI frameworks and executive-ready narratives for Merchant Services leadership and senior stakeholder review.
• Build and maintain scalable commercial reporting that provides clear visibility into pipeline health, conversion, velocity, segment performance, and client activity; ensure consistent definitions and data quality.
• Develop and evolve tools and scorecards that enable leadership decisions and commercial execution (dashboards, standardized performance packs, self-serve views, automated trackers), partnering with Analytics/Technology as needed.
• Lead high-priority strategic initiatives for Merchant Services leadership and senior stakeholders, from scoping and alignment through execution tracking and impact measurement.
• Translate ambiguous priorities into structured workstreams—clarifying objectives, success metrics, milestones, dependencies, and risks/issues; provide concise updates and recommendations.
• Create executive communications and materials (leadership decks, QBR content, segment deep dives, performance narratives) tailored to senior audiences.
• Coordinate across stakeholders in Merchant Services and broader Payments to align on outcomes, remove friction, and deliver against commercial objectives (including engagement with control partners where relevant).
• Required Qualifications, Capabilities, and Skills
• 3+ years of experience or equivalent expertise in commercial strategy, business management, planning, analytics, sales effectiveness, project/program management, or technology-adjacent roles.
• Demonstrated ability to produce executive-level reporting and insights (metric definition, data validation, storytelling, and decision-focused recommendations).
• Strong track record partnering with senior stakeholders; high judgment, discretion, and ability to manage competing priorities.
• Ability to structure and drive cross-functional initiatives without direct authority.
• Advanced proficiency in Microsoft Excel and PowerPoint (and strong Word skills).

Preferred Qualifications, Capabilities, and Skills

• Experience owning commercial scorecards / dashboards / performance packs and improving adoption through simple, repeatable outputs.
• Familiarity with pipeline measurement and management concepts (stages, conversion, cycle time, prioritization, coverage attribution considerations).
• Experience supporting strategic planning in Payments / Merchant Services or coverage-led commercial environments.
• Comfort working across multiple data sources; ability to reconcile and explain variances and drive to a single set of definitions.
• Strong written communication: ability to craft crisp narratives (what happened, why, so what, now what).