Conduct merchant statement analysis and translate findings into clear, actionable insights for partners.
Craft compelling narratives for partner teams to help close deals or win back lost opportunities.
Join partner calls as needed to provide payment expertise, support negotiations, and help merchants understand proposed solutions.
Proactively manage pipeline activity related to partner-sourced leads – identifying follow-up opportunities, re-engagement tactics, and areas for added value.
Collaborate closely with partner account managers and channel sales team to align on strategy and execution.
Maintain up-to-date records of activity in Salesforce and produce regular reports on opportunity status and impact.

Minimum of 2 years in merchant services, payment processing, or a similar financial services role.
Demonstrated ability to analyze merchant statements and present customized solutions.
Excellent communication and storytelling skills – both written and verbal.
Experience using Salesforce (or similar CRM) and strong proficiency in Excel for financial analysis.
Comfortable working with partners and merchants across varying business sizes and vertical.

High-Impact Role: Directly influence revenue growth and partner success by uncovering and delivering tangible payment savings.
Partner-Facing Visibility: Be a go-to expert for our partners and their sales teams in competitive merchant conversations.
Remote with Trust: Enjoy the autonomy of a remote role where outcomes and quality are prioritized over micromanagement.
Entrepreneurial Environment: Work in a lean, fast-moving team with access to senior leadership and cross-department collaboration.
Room to Grow: As our partner ecosystem expands, so does the opportunity to grow into senior roles or specialized sales positions.

Payment Sales Specialist

Key skills