Business Solutions Consultant

About This Role

This role involves building B2B relationships with business owners nationwide to help them streamline payment processing, primarily through in-person meetings. Consultants will provide insights into available services, manage client pipelines using CRM tools, and facilitate client decisions, with National Sales Managers handling quote presentations and closures.

Responsibilities

• Engage with prospective clients through in-person meetings, networking, and referrals
• Understand each business’s payment processing environment, priorities, and goals
• Provide insight into available services and their potential to reduce processing expenses
• Document conversations and follow-up actions in CRM tools
• Facilitate next steps for merchants to receive a quote review

Requirements

• No prior payment processing experience required
• Strong communication and interpersonal skills
• Comfortable engaging with decision-makers and conducting prospecting activities
• Ability to work independently while collaborating with a supportive team
• Organized and detail-oriented, capable of managing multiple priorities

Skills

* Required skills

Benefits