Business Solutions Specialist

About This Role

This role will build client relationships through in-person meetings and pre-scheduled appointments to help business owners streamline payment processing. The specialist will engage with prospective clients, understand their needs, and discuss potential solutions to reduce processing expenses.

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 overall processing expenses
• Document conversations and follow-up actions in CRM tools
• 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

Skills

* Required skills

Benefits