Business Solutions Consultant

About This Role

This role involves building B2B relationships with business owners to help them streamline payment processing and reduce costs. The consultant will engage with prospective clients, understand their needs, and present solutions for merchant services.

Responsibilities

• Build initial connections with business owners 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 overall processing expenses
• Document conversations and follow-up actions in CRM tools to help maintain clear communication and momentum
• Support merchants in deciding to move forward with a quote review

Requirements

• 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

Qualifications

• No prior payment processing experience required

Benefits