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PatientNowPatientNowUnited States

Senior Payments Adoption Specialist

The Senior Payments Adoption Specialist expands payment usage and transaction volume among existing B2B SaaS customers through consultative account management, payment analysis, and cross-functional activation. The role requires 5+ years of SaaS sales experience, payments expertise, analytical ability, and CRM proficiency.

Salary not listed
Remote5+ YOEAccount Management

About the role

Responsibilities

  • Set up payments accounts for new PatientNow customers and help them begin processing payments at platform launch.
  • Grow total payment volume across the existing customer base.
  • Identify underused payment opportunities and expand adoption of PatientNow Payments.
  • Analyze payment trends and recommend strategies to improve transaction volume, payment mix, recurring payments, and operational efficiency.
  • Review merchant statements to identify opportunities to consolidate providers, streamline reporting, and increase payment routing through PatientNow.
  • Communicate the value of integrated payments, including improved reconciliation, operational savings, and stronger customer workflows.
  • Use customer data, usage metrics, and account insights to identify expansion opportunities.
  • Partner with Customer Success, Onboarding, and Support to activate and optimize customer payments solutions.
  • Manage sales activity, account health, and pipeline details in Salesforce or a similar CRM.
  • Meet or exceed goals tied to payment volume, transaction growth, customer retention, and account expansion.

Requirements

  • 5+ years of B2B SaaS experience with a strong record of meeting or exceeding sales targets.
  • 2+ years of payments industry experience or strong knowledge of payment processing.
  • Experience selling into or expanding existing customer accounts.
  • Strong understanding of payment processing workflows and metrics such as total payment volume, ARPU, churn, usage penetration, and transaction growth.
  • Consultative sales skills and the ability to position payments as a strategic business solution.
  • Strong analytical skills and comfort using client metrics to shape account growth strategies.
  • Excellent communication and presentation skills, including demonstrating ROI from payment expansion.
  • Experience using Salesforce or a similar CRM.
  • Collaborative, proactive working style with the ability to coordinate across teams.

Competencies

  • Adaptability and persistence
  • Business ethics and integrity
  • Clear written and verbal communication
  • Continuous learning
  • Problem solving
  • Teamwork

Skills

B2B SaaSPayment ProcessingsalesConsultative Sellingaccount expansionSalesforceCustomer SuccessOnboardingCRMData AnalysisRevenue Operationsrecurring paymentspayment reconciliationpayment metrics

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