Account Executive

Posted Sep 26

This is a fully remote position, open to applicants in United States.

📋 Description

• Establish and maintain professional relationships with potential clients while driving business through effective closing strategies.

• Convert cold leads into successful sales.

• Create new business opportunities through proactive self-sourcing and prospecting methods.

• Reach out to potential clients via extensive cold-calling efforts, achieving a minimum of 60 outbound calls each day.

• Identify key decision-makers and contribute to pipeline expansion.

• Conduct merchant statement analyses and implement Level 2/3 interchange requalification strategies.

• Accelerate the speed to lead, speed to application, and speed to activation.

• Gather necessary underwriting documents, such as business financials and processing statements.

• Apply effective sales closing methodologies.

• Develop and manage a pipeline of potential partners through outreach and relationship cultivation using Zoho CRM and HubSpot.

• Ensure full transparency regarding merchant agreement rates, fees, and terms.

• Achieve and surpass sales quotas.

• Conduct market research and successfully submit and finalize deals.


⛳️ Requirements

• Direct experience in payment processing, merchant services, or FinTech sales is essential.

• A minimum of 2 years in payment processing, merchant services, or FinTech sales is required.

• At least 1 year of outbound self-sourcing sales experience is necessary.

• Proven experience in high-volume cold calling (60+ calls daily).

• Familiarity with credit card statement analysis, Level 2/3 interchange requalification, and the collection of underwriting documents (business financials).

• Proficiency in Zoho CRM, HubSpot, Slack, and Google Suite.

• High School diploma or equivalent is required.

• A Bachelor's Degree is preferred.

• Self-motivated and self-directed with a robust understanding of closing techniques.

• Experience in developing referral partnerships is a plus.


🏝️ Benefits

• Medical, Dental, & Vision Coverage.

• Flexible Paid Time Off.

• 401(k) + Match.

• Mental Health Support & Well-Being Program.

• Paid Maternity & Paternity Leave.

• Education Assistance.

• Company-funded Lifestyle Spending Account.

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