Account Executive

• Responsible for prospecting and running presentations both in person and over the phone to small and mid-sized merchants, restaurateurs, and businesses to ultimately close deals within a fast sales cycle.
• As a Core Payments Relationship Manager (RM) you will report to a District Manager and receive coaching from a Director.
• Activities include explaining our value proposition and demonstrating our Payments Platform, upselling current clients on other Heartland products and services, and maintaining regular communication with the Core Payments District Manager.
• Work closely with your local District Manager to set appointments with business owners in person via your network and referral partnerships that you build.
• Run scheduled appointments, uncover needs, and present Heartland Payments solutions to close sales in small to mid-sized businesses.
• During the training period, your District Manager will accompany you on your initial appointments to train you on our short-cycle sales process using our CRM platforms Atlas and Salesforce, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing.
• Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas.
• Responsible for achieving minimum production requirements, including setting first time appointments, to secure quota.
• Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry.
• Attend weekly team meetings and weekly one-on-one with your leader.
• Additional responsibilities may be assigned as needed.

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