# Senior Payments Adoption Specialist

**Company:** [PatientNow](https://hotfix.jobs/companies/patientnow)
**Location:** Remote
**Role:** Account Management
**Experience:** 5+ years
**Skills:** B2B SaaS, Payment Processing, sales, Consultative Selling, account expansion, Salesforce, Customer Success, Onboarding, CRM, Data Analysis, Revenue Operations, recurring payments, payment reconciliation, payment metrics
**Posted:** 2026-08-07

> 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.

## Job Description

## 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

## Similar roles

- [Sr. Client Account Manager, Tractor Supply & Paint](https://hotfix.jobs/jobs/b9599b91-3df1-48ed-be2d-a89e3ca15177) - Pinterest - Atlanta, GA - $92k – $161k/yr
- [Senior Client Account Manager, Large Customer Sales](https://hotfix.jobs/jobs/d3141195-1c64-4672-91b0-4aa3565193a2) - Reddit - New York, NY - $135k – $189k/yr
- [Account Manager | Enterprise](https://hotfix.jobs/jobs/997c828a-376c-471b-a490-f4906c0df05a) - Ramp - New York, NY - $250k – $340k/yr
- [Retail Partner Lead](https://hotfix.jobs/jobs/ac254b7f-37d5-44b8-9c1e-68a3f1602d15) - Instacart - Remote - $113k – $143k/yr
- [Strategic Account Partner - Audit Transformation](https://hotfix.jobs/jobs/288b528d-53a7-4823-b24e-1263f7d6f7d0) - Fieldguide - Remote - $200k – $250k/yr

**Apply:** https://hotfix.jobs/jobs/6f9e4ed7-867d-47a6-9d2c-5ac6534583cd
**Canonical:** https://hotfix.jobs/jobs/6f9e4ed7-867d-47a6-9d2c-5ac6534583cd