via Remote Rocketship
$Not specified
Connecting with business owners, setting appointments, and converting leads into sales in merchant services.
High school diploma, 2+ years in merchant services sales, proficiency in MS Office and Salesforce, ability to travel minimally, and experience in virtual call center sales.
Job Description: • Responsible for selling merchant services by setting appointments for, or transferring business customers leads to Sales Advisors • Connect with business owners and set the stage for better cash flow and payments collection services conversations • Place outbound calls through a variety of lead sources • Discover needs of customer and explain the high-level features and benefits of merchant products and services • Recommend appointments with sales advisors and schedule those appointments • Actively prospect and build relationships with new clients • Convert leads into valuable appointments • Leverage partners to learn products and services • Accurately report out all leads and status updates within the CRM • Stay informed about industry trends, competitive offerings, and client needs • Adhere to all company policies and procedures, including compliance regulations related to the payments industry Requirements: • High School Diploma, GED, or equivalent • 2 years of sales experience in financial services, especially merchant services • Exceptional communication and relationship-building skills • Proven ability to close deals and achieve ambitious targets • Sales expertise in the business space from $0-$3 million in annual sales • Expertise in virtual sales in a call center environment • Ability to multitask in a fast-paced environment • Strong problem-solving skills and a customer-centric approach • Juggle complex tasks efficiently within a fast-paced environment • Participate in occasional team meetings in person • Utilize technology effectively to manage your workload and client relationships • Approach challenges creatively and find solutions that benefit both clients and the bank • Proficiency in MS Office suite and willingness to travel minimally • 2-5 years’ experience in merchant services sales in a call center environment • Bonus points for fluency in an additional language • Proficiency in Salesforce Benefits: • Health insurance • 401(k) matching • Flexible work hours • Paid time off • Remote work options
This job posting was last updated on 12/12/2025