Account Executive

• Prospecting and running presentations in person and over the phone to small and mid-sized merchants, restaurateurs, and businesses to close deals
• Report to a District Manager and receive coaching from a Director
• Explain value proposition and demonstrate the Payments Platform
• Upsell current clients on other Heartland products and services
• Maintain regular communication with the Core Payments District Manager
• Work with local District Manager to set appointments via network and referral partnerships
• Run scheduled appointments, uncover needs, present Heartland Payments solutions, and close sales
• District Manager will accompany initial appointments during training to teach short-cycle sales process
• Use CRM platforms (Atlas and Salesforce) for lead generation, sales presentations, on-the-spot client financial analysis and paperless contract processing
• Maintain existing/prospective client records in CRM (call notes, scheduled interactions, contact information)
• Achieve minimum production requirements and secure quota by setting first-time appointments
• Attend weekly team meetings and weekly one-on-one with leader
• Continuously build and develop knowledge of product/service portfolio and industry developments

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