CSMS Business Development Representative

Company: Greenlads Payment Services |
Job Type: Independent Contractor / Commission-Based |
Location: Austin, TX(Remote) / US-Nationwide (Remote)|
Compensation: Commission, referral, and profit-sharing opportunities based on closed business

Greenlads Payment Services is seeking a motivated Capital Sourcing & Merchant Services Business Development Representative to help identify, qualify, and develop business opportunities involving merchant services, payment processing, commercial finance, supply chain financing, and capital raise referrals. This role is designed for a relationship-driven professional who can connect with business owners, referral partners, consultants, lenders, investors, and service providers to uncover funding needs and payment platform opportunities.

The ideal candidate will be comfortable conducting outreach, building referral relationships, gathering preliminary business information, coordinating next steps, and helping move qualified opportunities toward the appropriate funding, merchant account, or business consulting solution. This position may involve opportunities related to low-, medium-, and high-risk merchant accounts, eCommerce and cryptocurrency payment platforms, commercial financing submissions, private equity introductions, and investor outreach campaigns.

• Identify and qualify business owners, consultants, referral partners, lenders, investors, and service providers who may need or refer merchant services, commercial finance, or capital sourcing solutions.
• Conduct outreach through email, phone, networking, and follow-up campaigns to generate conversations and qualified opportunities.
• Gather preliminary business information from prospects, including funding needs, payment processing needs, business type, industry, revenue profile, project goals, and timeline.
• Support merchant services conversations involving payment platforms, processor options, POS hardware, eCommerce payment setup, cryptocurrency-related payment considerations, and PCI DSS compliance awareness.
• Support capital sourcing opportunities by helping organize information needed for commercial finance companies, private equity groups, investors, or capital raise partners.
• Assist with coordination of documentation, pitch deck requirements, financial information requests, and investor or lender outreach steps when applicable.
• Track prospects, referral sources, conversations, follow-ups, deal status, and next steps using spreadsheets, CRM tools, or internal tracking systems.
• Maintain professional communication with business owners, capital partners, processors, referral sources, and internal Greenlads Payment Services contacts.
• Represent Greenlads Payment Services with integrity, confidentiality, and a consultative approach to business development.

• Experience in business development, sales, referral development, merchant services, payment processing, commercial finance, capital sourcing, investor relations, lending, or consulting.
• Ability to initiate conversations with business owners, executives, consultants, lenders, investors, and referral partners.
• Strong communication skills with the ability to explain business financing, payment processing, and consulting concepts in a professional and practical manner.
• Comfortable working independently in a remote, commission-based, relationship-driven environment.
• Organized and detail-oriented, with the ability to track prospects, follow-ups, documents, and deal progress.
• General understanding of small business operations, business cash flow, payment acceptance, merchant accounts, commercial lending, or referral-based sales.
• Professional judgment when handling sensitive business information, financial documentation, and referral relationships.
• Proficiency with Microsoft Office, email, spreadsheets, online research, virtual meetings, and basic CRM or contact management tools.

• Existing network of business owners, consultants, accountants, brokers, lenders, investors, merchant services professionals, or private capital contacts.
• Experience with merchant services, payment processors, POS systems, eCommerce payment platforms, PCI DSS requirements, or high-risk merchant account referrals.
• Experience with commercial finance, business credit, equipment financing, receivables financing, supply chain financing, private equity, or capital raise referrals.
• Ability to assist with prospect research, lead lists, referral partner outreach, pitch deck…