Account Executive

• Prospect and run presentations in person and over the phone to small and mid-sized merchants, restaurateurs, and businesses to close deals
• Explain value proposition and demonstrate Payments Platform
• Upsell current clients on other Heartland products and services
• Maintain regular communication with Core Payments District Manager and report to District Manager
• Work with District Manager to set appointments using network and referral partnerships
• Run scheduled appointments to uncover needs and present Heartland Payments solutions
• Use CRM platforms Atlas and Salesforce for lead generation, sales presentations, client financial analysis, and paperless contract processing
• Maintain client records in CRM including call notes, scheduled interactions, and contact information
• Achieve minimum production requirements and quota; set first-time appointments
• Attend weekly team meetings and one-on-ones with leader
• Additional responsibilities may be assigned as needed

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