Engage, qualify, and convert inbound and outbound leads from Forte referral and channel partners into new payment processing clients, managing the full sales cycle, educating prospects on Forte’s products, processing capabilities, pricing models, compliance requirements, and preparing and presenting tailored proposals, pricing, and contracts to drive deal closure.
Partner closely with referral sources and Customer Success Managers (CSMs) to ensure smooth lead handoff, timely follow‑up, accurate opportunity data, and coordinated activation and ramp‑up of live processing for all closed‑won opportunities.
Maintain accurate pipeline, opportunity, and forecasting data in Dynamics and other CRM/demand‑generation tools; stay current on competitor offerings, market trends, and regulatory requirements impacting electronic payments; represent Forte at industry‑specific tradeshows; and adhere to all applicable compliance, security, and card‑brand rules.
Demonstrate aptitude for overcoming objections and clearly communicating Forte’s value propositions to executive‑level decision makers and key influencers while building constructive, collaborative relationships with internal teams and external partners.

Bachelor’s degree in Business, related field or equivalent experience
5+ years of B2B sales experience required, with a proven track record of meeting or exceeding sales targets
3+ years of payments sales experience in healthcare and banking/financial institutions
Experience selling technology, SaaS, or payment processing solutions through consultative, solution‑based selling approaches
Experience selling payment processing or merchant services into healthcare and financial institutions and working within referral or channel‑partner sales models
Working knowledge of CRM and email marketing automation systems (e.g., Microsoft Dynamics and related demand‑generation tools)
Ability to travel up to 20%
Ability to read, write, speak and understand the English language in a business environment.

Sales Executive

Key skills