Payments Sales Consultant
Solutions by Text
full-time
Posted on:
Location Type: Remote
Location: United States
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Tech Stack
About the role
- Own payments opportunity intake and qualification, assessing fit across payment rails, compliance requirements, expected GPV/transaction volume, and commercial structure.
- Determine deal viability early and guide go/no-go decisions in partnership with Core Sales.
- Lead payments-specific discovery alongside Core Sales, including current workflows, friction points, integration paths, stakeholder mapping, approval processes, and timelines.
- Shape and document a clear deal strategy and close plan aligned to customer and internal requirements.
- Build and own pricing and GPV models, including volume assumptions, forecasts, pricing structures, and commercial terms.
- Partner with Finance and leadership to secure internal approvals and translate models into customer-ready proposals.
- Drive solution design in collaboration with Solutions Consultants, Implementation, Product, and external partners as needed.
- Define scope, requirements, dependencies, and technical approach to support successful deal execution.
- Support end-to-end contract execution in partnership with Sales and Legal, including MSAs, payments addenda, exhibits, redlines, and signature coordination.
- Ensure commercial and technical terms align with the approved deal strategy.
- Coordinate implementation planning prior to formal handoff to ensure each closed deal has a clear onboarding plan, timeline, responsibilities, and technical path.
- Deliver a complete internal handoff package to enable a smooth and timely launch.
- Maintain accurate and up-to-date payments pipeline data, including next steps, risks, dependencies, and forecasting inputs.
- Capture and route learnings to improve go-to-market execution and product strategy, including objections, pricing insights, integration friction, and recurring deal patterns.
Requirements
- 5+ years of experience in B2B solution selling, consulting, or deal leadership roles, with payments or fintech experience strongly preferred.
- Strong payments fundamentals, including processors, gateways, acquirers, card and ACH rails, settlement concepts, and working knowledge of disputes and chargebacks.
- Proven ability to build and defend pricing and GPV models using Excel or Google Sheets and translate them into clear customer-facing proposals.
- Experience supporting complex contract execution, including redlines, addenda/exhibits, internal approvals, and signature coordination.
- Strong discovery and deal-strategy skills, with the ability to assess current-state workflows and define a clear solution path.
- High level of CRM discipline, including pipeline hygiene, documentation, and next-step ownership.
Benefits
- Adhere to the Company’s Code of Conduct and Ethics.
- Build and maintain strong working relationships across Sales, Implementation, Product, Legal, Finance, and partner teams.
- Effectively prioritize and manage multiple concurrent opportunities.
- Project a professional and appropriate company image in all interactions with clients, partners, and internal stakeholders.
- Contribute positively to the company’s professional culture and collaborative working environment.
- Maintain and grow a professional network that supports continuity as clients change roles or organizations.
- Ability to travel up to 25% as needed.
- Ensure the security and confidentiality of company, client, and consumer information.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
payments opportunity intakedeal viability assessmentpricing modelsGPV modelscontract executiondiscovery skillssolution designworkflow assessmentExcelGoogle Sheets
Soft skills
leadershipcommunicationcollaborationstrategic thinkingproblem-solvingorganizational skillsstakeholder mappingnegotiationdocumentationpipeline management