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 & Tools
payments opportunity intakedeal viability assessmentpricing modelsGPV modelscontract executiondiscovery skillssolution designworkflow assessmentExcelGoogle Sheets
Soft Skills
leadershipcommunicationcollaborationstrategic thinkingproblem-solvingorganizational skillsstakeholder mappingnegotiationdocumentationpipeline management