Payments Account Executive

Responsibilities

• Sell SaaS-based payments solutions to existing clients and identify account expansion opportunities.
• Prospect for new opportunities through networking, referrals, and company programs.
• Conduct discovery conversations to understand payments challenges, business models, and optimization goals.
• Present value propositions highlighting revenue growth, EMR/practice-management integration, competitive rates, and potential savings.
• Analyze merchant statements, pricing structures, fees, and hidden costs to identify cost-saving opportunities.
• Collaborate with sales, support, onboarding, product, marketing, and customer success teams to support implementation and customer satisfaction.
• Meet or exceed sales quotas and key performance indicators.
• Use CRM and sales tools to track activities, document accounts, and manage the sales process.

Requirements

• 3–5+ years of B2B sales experience with a record of meeting or exceeding targets in consultative selling environments.
• 2+ years of SaaS sales experience, preferably selling to SMB or mid-market accounts.
• 2+ years of direct payments or fintech experience, including knowledge of payment processing, merchant accounts, and fee structures.
• Experience analyzing merchant statements and identifying cost-saving opportunities.
• Solution-selling experience and the ability to position products as strategic business tools.
• Exceptional written and verbal communication skills.
• Ability to collaborate effectively across functions.
• Proficiency with CRM platforms and sales-enablement tools; Salesforce preferred.
• Bachelor’s degree or equivalent professional experience in sales, business, or a related field.