North

Implementation Specialist

• Serve as the primary point of contact for merchant implementations from sales handover through go-live and Client Services transition.
• Intake and onboard new merchant applications as the primary point of contact throughout the process.
• Ensure accuracy of system settings, hardware provisioning, and terminal activation for each merchant.
• Resolve discrepancies and missing documentation prior to activation; escalate risks as needed.
• Review applications for accuracy, completeness, and compliance prior to underwriting.
• Perform quality checks on all submitted information and supporting documentation.
• Guide merchants through PayTrace system setup, ensuring they have the correct hardware and software for launch.
• Track tasks and dependencies across concurrent implementations.
• Support merchants through activation, confirming systems and payment processing are fully operational.
• Foster and maintain merchant relationships following the sales handoff, promoting long-term satisfaction and retention consistent with PayTrace’s 5-star service commitment.
• Communicate proactively with clients, internal staff, and leadership, serving as a trusted advocate for merchants throughout onboarding.

Implementation Manager

Outside Sales

• Lead & Mentor: Directly manage and motivate a team of Field Sales Professionals, providing coaching, guidance, and strategic direction to help them achieve their sales targets.
• Sales Enablement: Conduct regular 1:1s, ride-alongs, and team training sessions on sales process, product knowledge, and consultative selling techniques.
• Performance Management: Monitor team activity and pipeline health, providing constructive feedback and implementing strategies to improve performance.
• Recruiting: Assist in the interview and onboarding process for new members of your growing team.
• Full Sales Cycle Ownership: Put together your ultimate playlist of local businesses and guide them through the entire sales cycle—first call to final high-five.
• Network Building: Forge rock-solid partnerships with local POS dealers, web designers, and BNI folks to build an unstoppable referral network.
• Consultative Demos: Perform demos so dazzling, prospects will feel like they’re front-row at a magic show.
• Cross-Functional Collaboration: Team up with our awesome colleagues across North to make sure your promises turn into real results.

Associate Director, Direct Field Sales

Client Services Representative

• Troubleshoot, diagnose, and resolve technical hardware and software issues.
• Research questions/issues using available information and resources.
• Identify and escalate situations requiring urgent attention.
• Log all help desk interactions via computerized ticketing system (Team Support).
• Proactively help to build and maintain support infrastructure and documentation including external user facing self-help system and internal support documentation.
• Share information with other team members on how problems or issues were solved, and proactively work with team.
• Perform PayTrace product training and product demonstrations to end users.
• Maintain constructive relationships and listen to our merchants and resellers needs and pain points in order to help provide strategic feedback to other departments.

Marketing

• Deliver end-to-end project support and status updates, collaborating with the Marketing team
• Respond to marketing tasks in a timely manner
• Manage outside vendor relationships where applicable
• Collaborate with the marketing team to contribute to the development of collateral
• Continuously update new marketing materials on our internal and external CMS tools as well as third-party listing and content sites
• Assist with trade show logistics, including shipping, ordering, planning and hotel accommodations
• Manage social media platforms including content drafts, image sourcing and scheduling posts
• Assist to monitor industry trends and best practices and integrate into planning
• Track, analyze and report results from email campaigns and lead sources for direct and partner programs
• Maintain marketing content, trackers and processes on relevant Confluence pages
• Actively participate in marketing department meetings and proactively contribute ideas

Marketing Specialist

Sales

• Develop and manage a portfolio of clients through prospecting efforts, including targeting emerging markets and high-risk verticals, to drive revenue growth.
• Evangelize and promote NAB's processing solutions, actively assisting with closing large deals within emerging markets and high-risk vertices.
• Develop and maintain a process to consistently deliver a positive client experience by collaborating with various internal teams (Product, Underwriting, Compliance, Support, and Relationship Management) to ensure client needs are handled timely and appropriately.
• Actively participate in industry tradeshows and conferences to increase NAB's exposure as the leading payments provider, with a specific focus on emerging markets and high-risk verticals.

Senior Director, Enterprise Sales

• Design and execute comprehensive, sales-specific development programs for new hires outside of their general L&D onboarding.
• Manage the intake process for new Internal product announcements and create battlecards for sales teams to easily ingest the new product details and onboarding requirements.
• Manage internal communications regarding product updates, competitive intelligence, and market shifts to ensure the sales team is informed.
• Conduct continuous one-on-one and group coaching sessions focusing on call reviews, objection handling, pitch refinement, and closing techniques.
• Collaborate with sales and cross-functional departments to identify, report and solve process and communication gaps.
• Provide a high-touch, proactive experience for our internal sales teams to ensure we are actively improving sales processes and systems.
• Assist in developing and documenting processes/procedures for selling newly launched products.

Sales Enablement Coach

Solutions Engineer

• Collaborate with the Sales team during the discovery phase to provide technical expertise and ensure our products align with prospective client needs.
• Develop and propose tailored integration solutions based on specific merchant requirements, acting as the subject matter expert on PayTrace products and services.
• Consultant with Merchants and Partners to optimize their current payment workflows, identifying opportunities for efficiency and security improvements.
• Act as a vital liaison to the Product department, communicating market gaps and advocating for feature enhancements based on real-world feedback.
• Work hand-in-hand with our Developer Support team during the post-sales handover to ensure integrations are successful and sustainable.
• Create and maintain high-quality technical documentation covering processes, procedures, and specific integration guides.

Solutions Engineer – Associate

Program Manager

• Develops, manages, and executes the reporting and analytics program for the Client Enablement Office.
• Creates and maintains dashboards, reports, and benchmarks to identify and track key performance indicators (KPIs) related to sponsor bank, card brand, and third-party partner relationships that are crucial to business enablement.
• Tracks and monitors all escalations to the Client Enablement Office from all channels (Sales, Partners, Banks, etc.), analyzing for themes, root causes, and trends.
• Provides regular reporting on escalation status and outcomes.
• Supports the Credit Policy change management process by tracking updates, partner requirements (prohibitions, exceptions), and communication status.
• Conducts research and analysis related to partner requirements, industry trends, and client/partner concerns to provide actionable insights to leadership.
• Reports, tracks progress, and provides management updates across multiple functions and departments to support Client Enablement projects and initiatives.
• Provides continuous improvement to the Client Enablement program by updating departmental procedures, creating training materials, and contributing to monthly/quarterly business reporting.
• Performs other duties as assigned.